Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHX)

2K + Investors. Track Smart Money conviction in SCHX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — SCHX

Based on 1528 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SCHX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,528 hedge funds hold SCHX 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 — +16% more funds vs a year ago

fund count last 6Q
+208 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

756 buying651 selling
Last quarter: 756 funds bought or added vs 651 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-80 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 144 → 125 → 198 → 118. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 16% new
953 out of 1,528 hedge funds have held SCHX 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.
📈

Growing discovery — still being found

109 → 144 → 125 → 198 → 118 new funds/Q
New funds entering each quarter: 144 → 125 → 198 → 118. A growing number of institutions are discovering SCHX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 1,531 holders: 992 (65%) are 2+ year veterans, 211 entered 1–2 years ago, and 328 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
29 of 1526 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — SCHX

In 2026 Q1, 756 hedge funds were net buyers of SCHX (118 opened a new position, 638 added to an existing one), while 651 reduced or exited (530 trimmed, 121 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 1528.

Hedge Fund Ownership: SCHX

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

Market Analysis: SCHX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHX

-- --

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

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

Signal Freshness measures how much SCHX 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 · 75d ago
SCHX
+13.9%
SPY
+14.1%

SCHX outperformed SPY by -0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SCHX
+0.6%
SPY
+0.3%

Since the filing became public, SCHX outperformed SPY by +0.3% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 94 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: SCHX
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1504 1531 -1.76%
13F Shares 1.08B 1.08B 0.24%
Total Value $26.78B $29.06B -7.85%
New Positions 110 198 -88
Increased Positions 628 528 +100
Closed Positions 137 83 +54
Reduced Positions 523 550 -27
Total Calls 3 2 50.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.5 Bullish

Statistics: SCHX

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Institutional Holders (2026 Q1)

2K + investors

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

QUARTER:
Top 25 SCHX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Raine Group LLC 71.06% 291,783 $7.5M
2 FSA Investment Group, LLC 39.21% 3,798,994 $97.4M
3 Sage Financial Group Inc 38.55% 23,108,501 $592.5M
4 Benson Investment Management Company, Inc. 34.32% 150,802 $3.9M
5 Sims Investment Management, LLC 31.15% 3,306,092 $84.8M
6 Sherwood Financial Partners, LLC 31.12% 1,372,684 $35.2M
7 Northwest Quadrant Wealth Management, LLC 28.22% 5,294,584 $135.8M
8 Diversified Enterprises, LLC 25.53% 18,185,644 $466.3M
9 Koss-Olinger Consulting, LLC 22.55% 10,490,753 $269.0M
10 Richardson Capital Management LLC 22.23% 1,795,988 $46.0M
11 HBK Sorce Advisory LLC 20.05% 34,883,439 $1.01B
12 Gordian Advisors LLC 18.85% 1,103,450 $28.3M
13 Elite Life Management LLC 17.49% 482,444 $14.0M
14 Athena Investment Management 17.38% 1,306,822 $33.5M
15 Fpc Investment Advisory, INC. 17.03% 1,213,540 $34.1M
16 Financial Consulate, Inc 16.59% 5,192,173 $133.1M
17 Kohmann Bosshard Financial Services, LLC 16.20% 7,465,942 $191.6M
18 BlueSky Wealth Advisors, LLC 16.13% 4,885,976 $125.3M
19 Standpoint Asset Management, LLC 15.95% 2,564,300 $65.7M
20 FIDELIS iM, LLC 15.42% 1,588,906 $40.7M
21 Hrc Wealth Management, LLC 15.22% 1,256,740 $32.2M
22 Family Legacy Financial Solutions, LLC 15.15% 725,397 $18.7M
23 GEN Financial Management, INC. 14.78% 931,113 $23.9M
24 White & Co Financial Planning Inc 14.57% 808,391 $20.7M
25 Bernard Wealth Management Corp. 14.26% 1,303,397 $33.4M
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 (SCHX)

What does the Smart Money Trend signal show for SCHX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SCHX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SCHX?

Slight buying edge — 54% buying: Last quarter: 756 funds bought or added vs 651 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SCHX holders?

Smaller funds dominant — 18% AUM from top-100: 29 of 1526 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHX?

62% of holders stayed for 2+ years: 953 out of 1,528 hedge funds have held SCHX 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 (SCHX) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHX has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), SCHX has gained +13.9% vs +14.1% 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.

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