Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCCR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — SCCR

Based on 17 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added SCCR 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
17 hedge funds hold SCCR right now — the highest count in 1.0 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.
🟡

Slight buying edge — 56% buying

10 buying8 selling
Last quarter: 10 funds bought or added vs 8 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.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 76% entered in last year

■ 0% conviction (2yr+) ■ 24% medium ■ 76% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~7 new funds/quarter

6 → 6 → 7 new funds/Q
New funds entering each quarter: 6 → 6 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 17 current holders: 17 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 99% AUM from top-100 funds

99% from top-100 AUM funds
3 of 17 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in SCCR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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.

Institutional Sentiment Summary — SCCR

In 2025 Q4, 10 hedge funds were net buyers of SCCR (7 opened a new position, 3 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 99% of total institutional value in SCCR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 17.

Hedge Fund Ownership: SCCR

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

Market Analysis: SCCR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCCR

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SCCR
2026 Q1 Stats Unlock in 5 days 17 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 17 14 21.43%
13F Shares 38M 35M 10.42%
Total Value $991M $901M 9.99%
New Positions 7 6 +1
Increased Positions 3 4 -1
Closed Positions 4 3 +1
Reduced Positions 4 2 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCCR

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Valuation Measures Data as of: --

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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)

17 + investors

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

QUARTER:
Top 23 institutional holders of SCCR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Breakwater Investment Management 2.30% 241,006 $6.2M
2 ATX Financial Planning, LLC 1.21% 61,980 $1.6M
3 Virginia Estate & Retirement Planning Advisors Inc. 0.70% 400,967 $401K
4 Camarda Financial Advisors, LLC 0.64% 47,485 $1.2M
5 Compass Financial Group, INC/SD 0.10% 28,525 $734K
6 AIRE ADVISORS, LLC 0.06% 11,725 $302K
7 Vision Retirement, LLC 0.01% 890 $23K
8 RFG Advisory, LLC 0.00% 7,893 $203K
9 Atlantic Union Bankshares Corp 0.00% 2,978 $77K
10 Larson Financial Group LLC 0.00% 1,689 $43K
11 CITADEL ADVISORS LLC 0.00% 189,216 $4.9M
12 MERCER GLOBAL ADVISORS INC /ADV 0.00% 10,132 $261K
13 Creative Planning 0.00% 8,921 $229K
14 FIFTH THIRD BANCORP 0.00% 2,702 $69K
15 LPL Financial LLC 0.00% 16,564 $426K
16 CWM, LLC 0.00% 1,241 $32K
17 OSAIC HOLDINGS, INC. 0.00% 1,483 $38K
18 AE Wealth Management LLC 0.00% 400 $10K
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 10,536 $271K
20 WELLS FARGO & COMPANY/MN 0.00% 2,356 $61K
21 ASSETMARK, INC 0.00% 165 $4K
22 MORGAN STANLEY 0.00% 1,105 $28K
23 BNP PARIBAS FINANCIAL MARKETS 0.00% 5 —
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 (SCCR)

What does the Smart Money Trend signal show for SCCR?

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

Slight buying edge — 56% buying: Last quarter: 10 funds bought or added vs 8 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 SCCR holders?

Elite ownership — 99% AUM from top-100 funds: 3 of 17 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in SCCR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SCCR?

Mostly new holders — 76% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.