Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHR)

447 + 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
↑ +12
Streak
5Q ▲
Buyers last Q
63%

Smart Money Signals — SCHR

Based on 447 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
447 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 — +12% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+12% 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

281 buying168 selling
Last quarter: 281 funds were net buyers (62 opened a brand new position + 219 added to an existing one). Only 168 were sellers (118 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~62 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 62 → 66 → 63 → 62. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new
247 out of 447 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 — ~62 new funds/quarter

68 → 62 → 66 → 63 → 62 new funds/Q
New funds entering each quarter: 62 → 66 → 63 → 62. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 14% 1-2yr ■ 28% new
Of 447 current holders: 262 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
19 of 447 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 21 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHR
2026 Q1 Stats Unlock in 14 days 447 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 447 435 2.76%
13F Shares 396M 378M 4.78%
Total Value $9.92B $9.49B 4.47%
New Positions 62 63 -1
Increased Positions 219 211 +8
Closed Positions 50 57 -7
Reduced Positions 118 108 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHR

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

447 + investors

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

Top 25 institutional holders of SCHR — 2025 Q4 · 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 Your Advocates Ltd., LLP 7.62% 1,002,894 $25.0M
11 Holcombe Financial, Inc. 7.49% 511,425 $12.7M
12 FLC Capital Advisors 7.23% 1,624,915 $40.5M
13 Blake Schutter Theil Wealth Advisors, LLC 7.14% 351,842 $8.8M
14 Payne Capital LLC 6.73% 294,210 $7.3M
15 Hidden Cove Wealth Management, LLC 6.09% 380,634 $9.5M
16 WestHill Financial Advisors, Inc. 5.88% 1,234,746 $30.8M
17 Cooke Wealth Management, LLC 5.79% 262,411 $6.5M
18 Attessa Capital LLC 5.72% 422,400 $10.5M
19 Bulwark Capital Corp 5.54% 360,906 $9.0M
20 Morton Brown Family Wealth, LLC 4.62% 701,706 $17.5M
21 One Degree Advisors Inc 4.57% 699,480 $17K
22 Walker Financial Services, Inc. 4.50% 528,356 $13.2M
23 SWS Partners 4.42% 718,928 $17.9M
24 Darrow Company, Inc. 4.23% 377,569 $9.4M
25 High Probability Advisors, LLC 4.06% 1,272,625 $31.7M
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 — 5 quarters in a row: For 5 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: 281 funds were net buyers (62 opened a brand new position + 219 added to an existing one). Only 168 were sellers (118 trimmed + 50 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: 19 of 447 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?

55% of holders stayed for 2+ years: 247 out of 447 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.

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.