Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +67
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — SCHV

Based on 856 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 SCHV 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
856 hedge funds hold SCHV 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 — +14% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

426 buying315 selling
Last quarter: 426 funds bought or added vs 315 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 (+56 vs last Q)

new funds entering per quarter
Funds opening a new SCHV position: 75 → 89 → 60 → 116. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new
540 out of 856 hedge funds have held SCHV 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.
➡️

Steady discovery — ~116 new funds/quarter

84 → 75 → 89 → 60 → 116 new funds/Q
New funds entering each quarter: 75 → 89 → 60 → 116. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Of 856 current holders: 537 (63%) 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 — 10% AUM from top-100

10% from top-100 AUM funds
21 of 856 holders rank in the top 100 by AUM, but together hold only 10% 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: SCHV

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

Market Analysis: SCHV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHV

-- --

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.

49 top-rated funds 30 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: SCHV
2026 Q1 Stats Unlock in 12 days 856 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 856 789 8.49%
13F Shares 353M 343M 2.92%
Total Value $10.26B $9.99B 2.78%
New Positions 116 60 +56
Increased Positions 310 302 +8
Closed Positions 49 74 -25
Reduced Positions 266 268 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHV

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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

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

856 + investors

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

Top 25 institutional holders of SCHV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mokosak Advisory Group, LLC 22.97% 3,008,501 $91.8M
2 Persium Advisors, LLC 19.90% 828,626 $25.3M
3 JBGlobal.com LLC 16.92% 563,413 $17.2M
4 DRAVO BAY LLC 16.47% 1,329,056 $40.5M
5 RAINEY & RANDALL WEALTH ADVISORS INC. 14.84% 2,996,245 $91.4M
6 KRM WEALTH MANAGEMENT L.L.C. 13.04% 803,337 $23.8M
7 Seek First Inc. 12.47% 580,171 $17.7M
8 SOUTHERN MICHIGAN BANK & TRUST 11.72% 1,001,625 $30.5M
9 Meriwether Wealth & Planning, LLC 10.96% 656,026 $20.0M
10 Veery Capital, LLC 10.93% 1,168,407 $35.6M
11 MATHER GROUP, LLC. 10.75% 35,341,359 $1.08B
12 Peak Wealth Management LLC 9.78% 390,665 $11.9M
13 CDKV HOLDINGS LLC 8.97% 334,842 $10.2M
14 Plus Group Wealth Advisors LLC 8.78% 261,732 $8.0M
15 Avantax Planning Partners, Inc. 8.56% 10,217,486 $311.6M
16 Capital Squared Financial LLC 8.51% 263,885 $7.3M
17 Gemmer Asset Management LLC 8.27% 3,432,547 $104.7M
18 Dodds Wealth, LLC 7.79% 1,041,126 $31.8M
19 USAdvisors Wealth Management, LLC 7.26% 730,681 $22K
20 KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 7.11% 687,339 $21.0M
21 Arnold Financial Planning LLC 6.82% 239,403 $7.3M
22 YANKCOM Partnership 6.72% 536,086 $16.4M
23 Cooper Financial Group 6.58% 2,135,974 $65.1M
24 CATHY PARETO & ASSOCIATES, INC 6.41% 312,957 $9.5M
25 rebel Financial LLC 5.91% 447,195 $13.6M
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 (SCHV)

What does the Smart Money Trend signal show for SCHV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SCHV 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 SCHV?

Slight buying edge — 57% buying: Last quarter: 426 funds bought or added vs 315 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 SCHV holders?

Smaller funds dominant — 10% AUM from top-100: 21 of 856 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHV?

63% of holders stayed for 2+ years: 540 out of 856 hedge funds have held SCHV 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.