Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHZ)

653 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — SCHZ

Based on 660 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
660 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
+30 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

382 buying274 selling
Last quarter: 382 funds bought or added vs 274 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 (-32 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 60 → 54 → 105 → 73. 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.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
418 out of 660 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.
🚀

Acceleration phase — new buyers rushing in

70 → 60 → 54 → 105 → 73 new funds/Q
New funds entering each quarter: 60 → 54 → 105 → 73. 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.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 660 holders: 423 (64%) are 2+ year veterans, 92 entered 1–2 years ago, and 145 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
20 of 660 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 Q1, 382 hedge funds were net buyers of SCHZ (73 opened a new position, 309 added to an existing one), while 274 reduced or exited (208 trimmed, 66 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 660.

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

-- --

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

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

Signal Freshness measures how much SCHZ 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 · 79d ago
SCHZ
-0.3%
SPY
+13.9%

SCHZ outperformed SPY by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SCHZ
+1.3%
SPY
+0.2%

Since the filing became public, SCHZ outperformed SPY by +1.1% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 33 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCHZ
653 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 653 653 -
13F Shares 167M 178M -5.93%
Total Value $3.85B $4.18B -7.87%
New Positions 69 105 -36
Increased Positions 307 278 +29
Closed Positions 69 62 +7
Reduced Positions 207 205 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHZ

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Short % of Float --

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Institutional Holders (2026 Q1)

653 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Phil A. Younker & Associates, Ltd. 24.31% 1,570,095 $36.5M
2 Rockbridge Investment Management, LCC 20.23% 9,693,597 $225.1M
3 ZynergyRetirementPlanningLLC 18.62% 1,326,270 $30.8M
4 KilterHowling LLC 15.74% 1,344,150 $31.2M
5 Arnold Financial Planning LLC 13.86% 638,805 $14.8M
6 Pioneer Wealth Management Group 13.02% 1,999,801 $46.4M
7 CFG Wealth Management Services, Inc. 11.91% 558,657 $13.1M
8 Ballast Financial Advisors LLC 11.11% 466,685 $10.8M
9 Financial Life Advisors 10.85% 1,500,574 $34.8M
10 Tenret Co LLC 10.76% 886,074 $20.8M
11 Pacific Park Financial, Inc. 10.09% 665,693 $15.5M
12 Plum Street Advisors, LLC 9.64% 1,198,403 $27.8M
13 Unify Financial Advisors 8.75% 359,234 $8.4M
14 Bestgate Wealth Advisors, LLC 8.01% 191,285 $4.4M
15 Theory Financial LLC 7.71% 946,329 $22.0M
16 Rational Advisors, INC. 7.29% 3,076,262 $71.4M
17 TSA Wealth Managment LLC 7.19% 957,984 $22.2M
18 Mokosak Advisory Group, LLC 7.18% 1,235,661 $28.7M
19 Kohmann Bosshard Financial Services, LLC 6.26% 3,183,701 $74.0M
20 TruNorth Capital Management, LLC 5.76% 1,294,961 $30.1M
21 Bond & Devick Financial Network, Inc. 5.47% 843,679 $19.6M
22 Daviman Financial, LLC 5.46% 397,508 $9.2M
23 Christensen, King & Associates Investment Services, Inc. 5.44% 546,284 $12.7M
24 Ffg Retirement Advisors LLC 5.35% 395,695 $9.2M
25 Alliance Wealth Management Group 5.15% 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 — 2 quarters in a row: For 2 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?

Slight buying edge — 58% buying: Last quarter: 382 funds bought or added vs 274 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 — 13% AUM from top-100: 20 of 660 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHZ?

63% of holders stayed for 2+ years: 418 out of 660 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.

Is it too late to buy Schwab Strategic Tr (SCHZ) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHZ has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), SCHZ has gained -0.3% vs +13.9% 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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