Schwab Strategic Tr (SCHO) Hedge Fund Ownership (Q1 2026)

Schwab Strategic Tr (SCHO)

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

Smart Money Signals — SCHO

Based on 690 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 SCHO 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

690 hedge funds hold SCHO 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 — +10% more funds vs a year ago

fund count last 6Q

+60 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

373 buying302 selling

Last quarter: 373 funds bought or added vs 302 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 (-11 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 71 → 61 → 97 → 86. 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.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new

385 out of 690 hedge funds have held SCHO 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

80 → 71 → 61 → 97 → 86 new funds/Q

New funds entering each quarter: 71 → 61 → 97 → 86. A growing number of institutions are discovering SCHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 59% veterans vs 25% newcomers

■ 59% veterans ■ 16% 1-2yr ■ 25% new

Entry-cohort mix of 690 holders: 410 (59%) are 2+ year veterans, 107 entered 1–2 years ago, and 173 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

26 of 689 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in SCHO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	689	672	2.53%
13F Shares	295M	331M	-10.7%
Total Value	$7.13B	$7.92B	-10.03%
New Positions	86	97	-11
Increased Positions	287	301	-14
Closed Positions	68	55	+13
Reduced Positions	234	201	+33
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

689

672

2.53%

13F Shares

295M

331M

-10.7%

Total Value

$7.13B

$7.92B

-10.03%

New Positions

-11

Increased Positions

287

301

-14

Closed Positions

+13

Reduced Positions

234

201

+33

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

689 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SCHO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Holcombe Financial, Inc.	13.98%	1,025,561	$24.8M
2	Transmarket Holdings LP	13.77%	777,452	$18.8M
3	Access Financial Services, INC.	11.08%	1,399,521	$33.8M
4	Clear Retirement Advice LLC	11.07%	669,894	$16.2M
5	Arnold Financial Planning LLC	9.86%	547,509	$13.2M
6	Moisand Fitzgerald Tamayo, LLC	9.62%	4,082,346	$98.5M
7	Passive Capital Management, LLC.	8.89%	1,166,284	$28.4M
8	Krm Wealth Management L.L.C.	8.29%	780,780	$18.8M
9	TruNorth Capital Management, LLC	8.19%	2,111,731	$51.0M
10	Phillip James Consulting Co.	7.88%	488,526	$11.8M
11	FLC Capital Advisors	7.23%	1,862,911	$45.0M
12	Western Reserve Capital Management, LLC	6.70%	374,271	$9.0M
13	Fiduciary Financial Group, LLC	6.31%	2,304,888	$55.6M
14	ZynergyRetirementPlanningLLC	5.88%	449,104	$10.8M
15	Momentum Wealth Planning, LLC	5.57%	315,302	$7.6M
16	Courage Miller Partners, LLC	5.42%	850,858	$20.5M
17	Robinswood Financial LLC	5.40%	600,109	$14.6M
18	Blue Sky Capital Consultants Group, Inc.	5.24%	507,188	$12.2M
19	Mbm Wealth Consultants, LLC	5.17%	1,110,545	$26.8M
20	Ballast Advisors LLC	5.01%	870,406	$21.0M
21	Bangor Savings Bank	4.90%	2,758,500	$66.6M
22	CFG Wealth Management Services, Inc.	4.66%	206,470	$5.0M
23	LVW Advisors, LLC	4.55%	2,182,846	$52.7M
24	High Probability Advisors, LLC	4.54%	1,758,868	$42.5M
25	Clarity Wealth Development LLC	4.52%	337,232	$8.1M

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 (SCHO)

What does the Smart Money Trend signal show for SCHO?

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

Slight buying edge — 55% buying: Last quarter: 373 funds bought or added vs 302 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 SCHO holders?

Elite ownership — 54% AUM from top-100 funds: 26 of 689 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in SCHO. 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 SCHO?

56% of holders stayed for 2+ years: 385 out of 690 hedge funds have held SCHO 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Schwab Strategic Tr (SCHO)

Smart Money Signals — SCHO

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 55% buying

Fewer new buyers each quarter (-11 vs last Q)

56% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 59% veterans vs 25% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — SCHO

Hedge Fund Ownership: SCHO

Market Analysis: SCHO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCHO

Hedge Fund Positioning: SCHO

Statistics: SCHO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Schwab Strategic Tr (SCHO)

Welcome to 13Foresight!