Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHZ)

618 + 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
↑ +37
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — SCHZ

Based on 618 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
618 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 — +5% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

361 buying257 selling
Last quarter: 361 funds bought or added vs 257 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.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new SCHZ position: 65 → 53 → 49 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
396 out of 618 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.
📈

Growing discovery — still being found

79 → 65 → 53 → 49 → 98 new funds/Q
New funds entering each quarter: 65 → 53 → 49 → 98. A growing number of institutions are discovering SCHZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 23% new
Of 618 current holders: 396 (64%) 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 — 19% AUM from top-100

19% from top-100 AUM funds
16 of 618 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 40 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SCHZ
2026 Q1 Stats Unlock in 17 days 618 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 618 581 6.37%
13F Shares 174M 161M 8.23%
Total Value $4.09B $3.77B 8.47%
New Positions 98 49 +49
Increased Positions 263 253 +10
Closed Positions 61 75 -14
Reduced Positions 196 213 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHZ

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

618 + investors

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

Top 25 institutional holders of SCHZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Phil A. Younker & Associates, Ltd. 24.31% 1,570,095 $36.5M
2 ZynergyRetirementPlanningLLC 18.62% 1,326,270 $30.8M
3 Arnold Financial Planning LLC 13.86% 638,805 $14.8M
4 Pioneer Wealth Management Group 13.02% 1,999,801 $46.4M
5 FINANCIAL LIFE ADVISORS 10.85% 1,500,574 $34.8M
6 Pacific Park Financial, Inc. 10.09% 665,693 $15.5M
7 Unify Financial Advisors 8.75% 359,234 $8.4M
8 Bestgate Wealth Advisors, LLC 8.01% 191,285 $4.4M
9 TSA Wealth Managment LLC 7.19% 957,984 $22.2M
10 Mokosak Advisory Group, LLC 7.18% 1,235,661 $28.7M
11 Kohmann Bosshard Financial Services, LLC 6.26% 3,183,701 $74.0M
12 TruNorth Capital Management, LLC 5.76% 1,294,961 $30.1M
13 Bond & Devick Financial Network, Inc. 5.47% 843,679 $19.6M
14 Daviman Financial, LLC 5.46% 397,508 $9.2M
15 Christensen, King & Associates Investment Services, Inc. 5.44% 546,284 $12.7M
16 FFG RETIREMENT ADVISORS LLC 5.35% 395,695 $9.2M
17 Alliance Wealth Management Group 5.15% 1,014,783 $23.6M
18 MYECFO, LLC 5.12% 526,687 $12.2M
19 Revisor Wealth Management LLC 5.11% 797,226 $18.5M
20 Grove Street Fiduciary, LLC 4.75% 464,192 $10.8M
21 Horst & Graben Wealth Management LLC 4.54% 1,421,006 $33.1M
22 Asset Allocation Strategies LLC 3.80% 922,027 $21.4M
23 Chatterton & Associates Inc. 3.79% 232,291 $5.4M
24 Amicus Financial Advisors, LLC 3.73% 583,912 $13.6M
25 Towercrest Capital Management 3.67% 1,014,783 $23.6M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 58% buying: Last quarter: 361 funds bought or added vs 257 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 SCHZ holders?

Smaller funds dominant — 19% AUM from top-100: 16 of 618 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHZ?

64% of holders stayed for 2+ years: 396 out of 618 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.