Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — SCHZ

Based on 675 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SCHZ 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
675 hedge funds hold SCHZ 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 — +6% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

396 buying250 selling
Last quarter: 396 funds were net buyers (74 opened a brand new position + 322 added to an existing one). Only 250 were sellers (190 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~74 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 54 → 106 → 73 → 74. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
422 out of 675 hedge funds have held SCHZ 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 — ~74 new funds/quarter

61 → 54 → 106 → 73 → 74 new funds/Q
New funds entering each quarter: 54 → 106 → 73 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Entry-cohort mix of 675 holders: 432 (64%) are 2+ year veterans, 90 entered 1–2 years ago, and 153 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
21 of 674 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SCHZ

In 2026 Q2, 396 hedge funds were net buyers of SCHZ (74 opened a new position, 322 added to an existing one), while 250 reduced or exited (190 trimmed, 60 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in SCHZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 675.

Hedge Fund Ownership: SCHZ

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

Market Analysis: SCHZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHZ

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 34 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: SCHZ
667 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 667 661 0.91%
13F Shares 186M 169M 9.96%
Total Value $4.25B $3.89B 9.32%
New Positions 71 73 -2
Increased Positions 319 309 +10
Closed Positions 64 66 -2
Reduced Positions 189 208 -19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHZ

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Institutional Holders (2026 Q2)

667 + investors

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

QUARTER:
Top 25 SCHZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Phil A. Younker & Associates, Ltd. 22.13% 1,419,857 $32.8M
2 Rockbridge Investment Management, LCC 19.57% 10,420,258 $241.0M
3 ZynergyRetirementPlanningLLC 17.63% 1,405,679 $32.5M
4 KilterHowling LLC 13.96% 1,347,082 $31.2M
5 CFG Wealth Management Services, Inc. 12.88% 572,537 $13.7M
6 Pioneer Wealth Management Group 12.57% 2,249,290 $52.0M
7 Arnold Financial Planning LLC 11.85% 686,760 $15.9M
8 Ballast Financial Advisors LLC 10.96% 523,539 $12.1M
9 Financial Life Advisors 10.35% 1,573,243 $36.4M
10 Plum Street Advisors, LLC 9.46% 1,280,658 $29.6M
11 Pacific Park Financial, Inc. 8.84% 658,197 $15.2M
12 Unify Financial Advisors 8.21% 384,558 $8.9M
13 Kohmann Bosshard Financial Services, LLC 7.57% 3,855,498 $89.2M
14 Theory Financial LLC 7.20% 988,119 $22.9M
15 Bestgate Wealth Advisors, LLC 7.02% 190,531 $4.4M
16 TSA Wealth Managment LLC 6.69% 1,023,367 $23.7M
17 Rational Advisors, INC. 6.67% 3,142,160 $72.7M
18 January Capital Advisors LLC 6.60% 341,513 $7.9M
19 Mokosak Advisory Group, LLC 6.50% 1,297,292 $30.0M
20 Daviman Financial, LLC 5.10% 399,645 $9.2M
21 Bond & Devick Financial Network, Inc. 5.01% 879,141 $20.3M
22 Christensen, King & Associates Investment Services, Inc. 5.00% 544,016 $12.6M
23 TruNorth Capital Management, LLC 4.97% 1,337,186 $30.9M
24 Myecfo, LLC 4.91% 562,920 $13.0M
25 Avantax Planning Partners, Inc. 4.59% 7,975,307 $184.5M
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 (SCHZ)

What does the Smart Money Trend signal show for SCHZ?

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

More buyers than sellers — 61% buying: Last quarter: 396 funds were net buyers (74 opened a brand new position + 322 added to an existing one). Only 250 were sellers (190 trimmed + 60 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHZ holders?

Strong quality — 20% AUM from major funds: 21 of 674 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SCHZ?

63% of holders stayed for 2+ years: 422 out of 675 hedge funds have held SCHZ 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.

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