Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
3Q ▲
Buyers last Q
72%

Smart Money Signals — SCHY

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SCHY 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
157 hedge funds hold SCHY 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.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

101 buying40 selling
Last quarter: 101 funds were net buyers (35 opened a brand new position + 66 added to an existing one). Only 40 were sellers (28 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new SCHY position: 13 → 17 → 26 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 16% medium ■ 37% new
74 out of 157 hedge funds have held SCHY 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.
🚀

Acceleration phase — new buyers rushing in

20 → 13 → 17 → 26 → 35 new funds/Q
New funds entering each quarter: 13 → 17 → 26 → 35. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 17% 1-2yr ■ 39% new
Of 157 current holders: 69 (44%) 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.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
14 of 157 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: SCHY

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

Market Analysis: SCHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: SCHY
2026 Q1 Stats Unlock in 21 days 157 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 157 134 17.16%
13F Shares 13M 11M 14.58%
Total Value $389M $318M 22.38%
New Positions 35 26 +9
Increased Positions 66 57 +9
Closed Positions 12 11 +1
Reduced Positions 28 26 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHY

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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

157 + investors

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

Top 25 institutional holders of SCHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IRON Financial LLC 4.29% 310,328 $9.8M
2 Red Mountain Financial, LLC 4.23% 141,892 $4.5M
3 Wolfstich Capital, LLC 1.94% 71,217 $2.2M
4 Carolina Wealth Advisors, LLC 1.73% 130,863 $4.1M
5 LongView Wealth Management 1.65% 199,378 $6.6M
6 Seek First Inc. 1.03% 45,980 $1.5M
7 Bravera Wealth 0.98% 65,844 $2.0M
8 LGT Financial Advisors LLC 0.95% 5,876 $186K
9 Hidden Cove Wealth Management, LLC 0.70% 34,175 $1.1M
10 Noble Family Wealth, LLC 0.69% 105,112 $3.3M
11 Charles Schwab Trust Co 0.58% 284,266 $9.0M
12 MYECFO, LLC 0.37% 27,746 $878K
13 Berkeley, Inc 0.36% 34,208 $1.1M
14 Astoria Portfolio Advisors LLC. 0.34% 50,244 $1.6M
15 Fiduciary Alliance LLC 0.33% 167,891 $5.5M
16 Keystone Financial Group, Inc. 0.32% 19,443 $616K
17 BXM Wealth LLC 0.28% 11,630 $368K
18 Sage Investment Counsel LLC 0.26% 7,449 $236K
19 Spinnaker Investment Group, LLC 0.26% 40,389 $1.3M
20 NewCorp Financial Services, Inc. 0.23% 8,267 $262K
21 Clarity Capital Advisors, LLC 0.22% 14,577 $462K
22 Embree Financial Group 0.19% 50,035 $1.6M
23 Robertson Stephens Wealth Management, LLC 0.18% 200,124 $6.3M
24 Gutierrez Wealth Advisory, LLC 0.17% 8,736 $277K
25 Kohmann Bosshard Financial Services, LLC 0.16% 59,751 $1.9M
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 (SCHY)

What does the Smart Money Trend signal show for SCHY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SCHY 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 SCHY?

More buyers than sellers — 72% buying: Last quarter: 101 funds were net buyers (35 opened a brand new position + 66 added to an existing one). Only 40 were sellers (28 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHY holders?

Smaller funds dominant — 8% AUM from top-100: 14 of 157 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHY?

47% of holders stayed for 2+ years: 74 out of 157 hedge funds have held SCHY 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.