Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — SCHO

Based on 631 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
631 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 — +8% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

378 buying235 selling
Last quarter: 378 funds were net buyers (94 opened a brand new position + 284 added to an existing one). Only 235 were sellers (185 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new SCHO position: 75 → 59 → 57 → 94. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new
378 out of 631 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

88 → 75 → 59 → 57 → 94 new funds/Q
New funds entering each quarter: 75 → 59 → 57 → 94. A growing number of institutions are discovering SCHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Of 631 current holders: 394 (62%) 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.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
20 of 631 holders are among the 100 largest funds by AUM, controlling 57% 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.
3.5
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: SCHO

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

Market Analysis: SCHO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHO

-- --

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.

35 top-rated funds 31 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: SCHO
2026 Q1 Stats Unlock in 11 days 631 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 631 587 7.5%
13F Shares 328M 317M 3.42%
Total Value $7.84B $7.72B 1.67%
New Positions 94 57 +37
Increased Positions 284 262 +22
Closed Positions 50 69 -19
Reduced Positions 185 212 -27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHO

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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)

631 + investors

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

Top 25 institutional holders of SCHO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holcombe Financial, Inc. 14.69% 1,029,588 $25.0M
2 ACCESS FINANCIAL SERVICES, INC. 11.91% 1,383,795 $33.6M
3 Arnold Financial Planning LLC 11.75% 517,952 $12.6M
4 Clear Retirement Advice LLC 11.40% 598,083 $14.5M
5 Blackhawk Capital Partners, LLC 11.05% 1,241,367 $30.1M
6 Moisand Fitzgerald Tamayo, LLC 10.23% 3,920,931 $95.2M
7 TruNorth Capital Management, LLC 9.14% 1,964,291 $47.7M
8 Momentum Wealth Planning, LLC 8.63% 400,329 $9.7M
9 KRM WEALTH MANAGEMENT L.L.C. 8.35% 624,993 $15.2M
10 FLC Capital Advisors 7.45% 1,718,824 $41.7M
11 FIDUCIARY FINANCIAL GROUP, LLC 7.01% 2,176,741 $52.8M
12 Blue Sky Capital Consultants Group, Inc. 6.89% 595,497 $14.5M
13 Western Reserve Capital Management, LLC 6.53% 327,861 $8.0M
14 ZynergyRetirementPlanningLLC 6.44% 438,538 $10.6M
15 Courage Miller Partners, LLC 5.62% 820,033 $19.9M
16 MBM WEALTH CONSULTANTS, LLC 5.36% 962,850 $23.4M
17 High Probability Advisors, LLC 5.23% 1,682,861 $40.8M
18 Bangor Savings Bank 5.00% 2,576,647 $62.5M
19 LVW Advisors, LLC 4.89% 2,112,985 $51.3M
20 CFG Wealth Management Services, Inc. 4.52% 203,477 $5.0M
21 BWM Planning, LLC 4.50% 703,664 $17.1M
22 Prairiewood Capital, LLC 4.04% 576,172 $14.0M
23 SIMS INVESTMENT MANAGEMENT, LLC 3.77% 422,625 $10.3M
24 JPL Wealth Management, LLC 3.63% 650,307 $15.8M
25 Members Advisory Group LLC 3.30% 396,056 $9.6M
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 (SCHO)

What does the Smart Money Trend signal show for SCHO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 62% buying: Last quarter: 378 funds were net buyers (94 opened a brand new position + 284 added to an existing one). Only 235 were sellers (185 trimmed + 50 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHO holders?

Elite ownership — 57% AUM from top-100 funds: 20 of 631 holders are among the 100 largest funds by AUM, controlling 57% 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?

60% of holders stayed for 2+ years: 378 out of 631 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.

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.