Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — SCHI

Based on 255 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 SCHI 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
255 hedge funds hold SCHI 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.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

151 buying94 selling
Last quarter: 151 funds were net buyers (59 opened a brand new position + 92 added to an existing one). Only 94 were sellers (62 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new SCHI position: 45 → 39 → 47 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 33% new

■ 34% conviction (2yr+) ■ 33% medium ■ 33% new
Of the 255 current holders: 86 (34%) held >2 years, 85 held 1–2 years, and 84 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

44 → 45 → 39 → 47 → 59 new funds/Q
New funds entering each quarter: 45 → 39 → 47 → 59. A growing number of institutions are discovering SCHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 40% new entrants

■ 35% veterans ■ 25% 1-2yr ■ 40% new
Of 255 current holders: 90 (35%) held 2+ years, 63 held 1–2 years, 102 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
19 of 254 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — SCHI

In 2026 Q1, 151 hedge funds were net buyers of SCHI (59 opened a new position, 92 added to an existing one), while 94 reduced or exited (62 trimmed, 32 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 26% of total institutional value in SCHI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 255.

Hedge Fund Ownership: SCHI

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

Market Analysis: SCHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHI

-- --

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

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

Signal Freshness measures how much SCHI 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 · 85d ago
SCHI
-0.4%
SPY
+14.9%

SCHI outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
SCHI
+0.9%
SPY
+1.1%

Since the filing became public, SCHI outperformed SPY by -0.2% .

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.

10 top-rated funds 9 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: SCHI
253 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 253 228 10.96%
13F Shares 49M 45M 9.22%
Total Value $1.10B $1.03B 6.01%
New Positions 57 47 +10
Increased Positions 92 94 -2
Closed Positions 32 35 -3
Reduced Positions 62 56 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHI

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Financial Highlights

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Institutional Holders (2026 Q1)

253 + investors

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

QUARTER:
Top 25 SCHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 White & Co Financial Planning Inc 6.02% 377,803 $8.6M
2 Caitlin John, LLC 4.59% 337,088 $7.6M
3 Permanens Capital L.P. 3.94% 1,349,942 $30.6M
4 Kaizen Financial Strategies 3.55% 368,644 $8.4M
5 Van Strum & Towne INC. 3.37% 508,475 $11.5M
6 Bestgate Wealth Advisors, LLC 3.29% 80,495 $1.8M
7 Seek First Inc. 3.11% 194,332 $4.4M
8 Entelevest, LLC 3.02% 133,058 $3.0M
9 RiverFront Investment Group, LLC 2.97% 8,455,179 $191.8M
10 L2 Asset Management, LLC 2.83% 1,313,035 $29.8M
11 WestHill Financial Advisors, Inc. 2.74% 632,171 $14.3M
12 WFA of San Diego, LLC 2.52% 138,513 $3.1M
13 Mfg Wealth Management, INC. 2.50% 132,684 $3.0M
14 Bouchey Financial Group Ltd 2.46% 1,470,244 $33.5M
15 WT Wealth Management 2.30% 340,592 $7.7M
16 Andina Capital Management, LLC 2.16% 107,602 $2.4M
17 Madden Advisory Services, Inc. 2.06% 230,339 $5.2M
18 FF Advisors,LLC 1.67% 181,213 $4.1M
19 Forthright Family Wealth Advisory LLC 1.41% 47,197 $2.1M
20 Prairiewood Capital, LLC 1.38% 209,984 $4.8M
21 Arrowroot Family Office, LLC 1.23% 147,706 $3.4M
22 Bank of New Hampshire 1.22% 235,110 $5.3M
23 Systelligence, LLC 1.17% 264,716 $6.0M
24 Cascades Capital Asset Management, LLC 1.16% 121,510 $2.8M
25 Certior Financial Group, LLC 1.06% 73,471 $1.7M
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 (SCHI)

What does the Smart Money Trend signal show for SCHI?

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

More buyers than sellers — 62% buying: Last quarter: 151 funds were net buyers (59 opened a brand new position + 92 added to an existing one). Only 94 were sellers (62 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHI holders?

Strong quality — 26% AUM from major funds: 19 of 254 holders rank in the top 100 by AUM, accounting for 26% 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 SCHI?

Mixed — 34% long-term, 33% new: Of the 255 current holders: 86 (34%) held >2 years, 85 held 1–2 years, and 84 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, SCHI has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), SCHI has gained -0.4% vs +14.9% 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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