Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHA)

1K + Investors. Track Smart Money conviction in SCHA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — SCHA

Based on 1145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SCHA 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
1,145 hedge funds hold SCHA 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
+68 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.
🟡

Slight buying edge — 54% buying

577 buying491 selling
Last quarter: 577 funds bought or added vs 491 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 (+60 vs last Q)

new funds entering per quarter
Funds opening a new SCHA position: 74 → 96 → 85 → 145. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
778 out of 1,145 hedge funds have held SCHA 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

125 → 74 → 96 → 85 → 145 new funds/Q
New funds entering each quarter: 74 → 96 → 85 → 145. A growing number of institutions are discovering SCHA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Of 1,147 current holders: 777 (68%) 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 — 14% AUM from top-100

14% from top-100 AUM funds
23 of 1145 holders rank in the top 100 by AUM, but together hold only 14% 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.

Hedge Fund Ownership: SCHA

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

Market Analysis: SCHA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHA

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 30 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: SCHA
2026 Q1 Stats Unlock in 10 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1147 1073 6.9%
13F Shares 236M 231M 2.5%
Total Value $6.58B $6.44B 2.27%
New Positions 145 85 +60
Increased Positions 434 383 +51
Closed Positions 71 62 +9
Reduced Positions 423 448 -25
Total Calls 3 2 50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of SCHA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 93 Financial Group, LLC 20.86% 1,608,645 $46.8M
2 SIMS INVESTMENT MANAGEMENT, LLC 18.54% 1,734,769 $50.4M
3 White & Co Financial Planning Inc 14.89% 728,443 $21.2M
4 ZynergyRetirementPlanningLLC 10.05% 571,593 $16.6M
5 FIDELIS iM, LLC 9.33% 848,134 $24.7M
6 Golden Reserve Retirement LLC 9.00% 1,500,790 $43.6M
7 Mokosak Advisory Group, LLC 8.71% 1,196,865 $34.8M
8 Arnold Financial Planning LLC 7.40% 272,209 $7.9M
9 Joule Financial, LLC 6.75% 796,701 $23.2M
10 Monetary Solutions, Ltd 6.69% 238,090 $6.9M
11 Cannon Capital Management, Inc. 6.12% 259,096 $7.5M
12 Noble Family Wealth, LLC 5.92% 986,306 $28.7M
13 RAINEY & RANDALL WEALTH ADVISORS INC. 5.58% 1,181,707 $34.4M
14 St. Johns Investment Management Company, LLC 5.41% 441,971 $12.9M
15 Seneca Financial Advisors LLC 5.39% 632,949 $18.4M
16 Christensen, King & Associates Investment Services, Inc. 5.19% 415,889 $12.1M
17 Family Legacy Financial Solutions, LLC 5.15% 217,140 $6.4M
18 TruNorth Capital Management, LLC 5.10% 915,652 $26.6M
19 Sightline Wealth Advisors, LLC 4.83% 392,723 $11.4M
20 Tiller Private Wealth, Inc. 4.10% 396,316 $11.5M
21 K2 Financial Inc. 4.09% 174,595 $5.6M
22 CFG Wealth Management Services, Inc. 3.98% 153,300 $4.4M
23 FLOYD FINANCIAL GROUP LLC 3.95% 188,605 $5.9M
24 BlueSky Wealth Advisors, LLC 3.89% 1,039,134 $30.2M
25 Davis Capital Management 3.79% 192,388 $5.6M
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 (SCHA)

What does the Smart Money Trend signal show for SCHA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SCHA 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 SCHA?

Slight buying edge — 54% buying: Last quarter: 577 funds bought or added vs 491 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 SCHA holders?

Smaller funds dominant — 14% AUM from top-100: 23 of 1145 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHA?

68% of holders stayed for 2+ years: 778 out of 1,145 hedge funds have held SCHA 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.