Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHR)

495 + Investors. Track Smart Money conviction in SCHR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
6Q ▲
Buyers last Q
63%

Smart Money Signals — SCHR

Based on 505 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added SCHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
505 hedge funds hold SCHR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

305 buying177 selling
Last quarter: 305 funds were net buyers (79 opened a brand new position + 226 added to an existing one). Only 177 were sellers (132 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new SCHR position: 70 → 68 → 65 → 79. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 25% medium ■ 23% new
265 out of 505 hedge funds have held SCHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~79 new funds/quarter

68 → 70 → 68 → 65 → 79 new funds/Q
New funds entering each quarter: 70 → 68 → 65 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

■ 57% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 505 holders: 290 (57%) are 2+ year veterans, 74 entered 1–2 years ago, and 141 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
23 of 505 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in SCHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SCHR

In 2026 Q1, 305 hedge funds were net buyers of SCHR (79 opened a new position, 226 added to an existing one), while 177 reduced or exited (132 trimmed, 45 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 74% of total institutional value in SCHR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 505.

Hedge Fund Ownership: SCHR

How many hedge funds hold SCHR — quarterly history vs. share price
Quarterly hedge fund ownership of SCHR vs. share price

Market Analysis: SCHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Schwab Strategic Tr (SCHR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCHR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
SCHR
nan%
SPY
+15.1%

SCHR outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SCHR
nan%
SPY
+1.3%

Since the filing became public, SCHR outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 30 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHR
495 + Investors

Track Smart Money conviction in SCHR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 495 471 5.1%
13F Shares 413M 398M 3.67%
Total Value $10.19B $9.97B 2.2%
New Positions 75 65 +10
Increased Positions 222 234 -12
Closed Positions 51 53 -2
Reduced Positions 130 119 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

495 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCHR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SCHR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth Advisors, Inc. 22.90% 3,993,213 $99.5M
2 HC Advisors, LLC 15.00% 899,471 $22.4M
3 Hapanowicz & Associates Financial Services, Inc 13.84% 1,397,138 $34.8M
4 Pacific Sage Partners, LLC 13.64% 3,480,010 $86.7M
5 Beacon Wealthcare LLC 12.38% 1,409,411 $35.1M
6 Moisand Fitzgerald Tamayo, LLC 10.43% 3,897,100 $97.1M
7 Crane Advisory, LLC 10.41% 2,791,682 $69.5M
8 Clarity Wealth Development LLC 9.03% 444,172 $11.1M
9 Downshift Financial, LLC 8.73% 678,481 $16.9M
10 Cadia Private Client LLC 8.16% 410,033 $10.3M
11 Your Advocates Ltd., LLP 7.62% 1,002,894 $25.0M
12 Holcombe Financial, Inc. 7.49% 511,425 $12.7M
13 FLC Capital Advisors 7.23% 1,624,915 $40.5M
14 Blake Schutter Theil Wealth Advisors, LLC 7.14% 351,842 $8.8M
15 Intelligence Driven Advisers, LLC 7.13% 1,640,713 $40.9M
16 Payne Capital LLC 6.73% 294,210 $7.3M
17 Hidden Cove Wealth Management, LLC 6.09% 380,634 $9.5M
18 WestHill Financial Advisors, Inc. 5.88% 1,234,746 $30.8M
19 Cooke Wealth Management, LLC 5.79% 262,411 $6.5M
20 Attessa Capital LLC 5.72% 422,400 $10.5M
21 SIMA Wealth Partners, LLC 5.55% 292,394 $7.3M
22 Bulwark Capital Corp 5.54% 360,906 $9.0M
23 Morton Brown Family Wealth, LLC 4.62% 701,706 $17.5M
24 Walker Financial Services, Inc. 4.50% 528,356 $13.2M
25 SWS Partners 4.42% 718,928 $17.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schwab Strategic Tr (SCHR)

What does the Smart Money Trend signal show for SCHR?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added SCHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SCHR?

More buyers than sellers — 63% buying: Last quarter: 305 funds were net buyers (79 opened a brand new position + 226 added to an existing one). Only 177 were sellers (132 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHR holders?

Elite ownership — 74% AUM from top-100 funds: 23 of 505 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in SCHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCHR?

52% of holders stayed for 2+ years: 265 out of 505 hedge funds have held SCHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Schwab Strategic Tr (SCHR) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHR has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SCHR has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →