Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCHX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +95
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — SCHX

Based on 1440 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SCHX 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
1,440 hedge funds hold SCHX 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
+172 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 — 53% buying

678 buying605 selling
Last quarter: 678 funds bought or added vs 605 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 (+62 vs last Q)

new funds entering per quarter
Funds opening a new SCHX position: 101 → 131 → 111 → 173. 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 ■ 16% new
911 out of 1,440 hedge funds have held SCHX 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

152 → 101 → 131 → 111 → 173 new funds/Q
New funds entering each quarter: 101 → 131 → 111 → 173. A growing number of institutions are discovering SCHX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Of 1,442 current holders: 908 (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 — 6% AUM from top-100

6% from top-100 AUM funds
25 of 1440 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: SCHX

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

Market Analysis: SCHX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHX

-- --

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.

81 top-rated funds 83 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: SCHX
2026 Q1 Stats Unlock in 11 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1442 1347 7.05%
13F Shares 1.07B 1.08B -0.75%
Total Value $28.72B $28.33B 1.39%
New Positions 173 111 +62
Increased Positions 506 457 +49
Closed Positions 78 73 +5
Reduced Positions 530 544 -14
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: SCHX

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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 SCHX. Verified SEC 13F-HR filings.

Top 25 institutional holders of SCHX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FSA Investment Group, LLC 39.21% 3,798,994 $97.4M
2 SAGE FINANCIAL GROUP INC 38.55% 23,108,501 $592.5M
3 Benson Investment Management Company, Inc. 34.32% 150,802 $3.9M
4 SIMS INVESTMENT MANAGEMENT, LLC 31.15% 3,306,092 $84.8M
5 Koss-Olinger Consulting, LLC 22.55% 10,490,753 $269.0M
6 Gordian Advisors LLC 18.85% 1,103,450 $28.3M
7 FPC INVESTMENT ADVISORY, INC. 17.03% 1,213,540 $34.1M
8 FINANCIAL CONSULATE, INC 16.59% 5,192,173 $133.1M
9 Kohmann Bosshard Financial Services, LLC 16.20% 7,465,942 $191.6M
10 BlueSky Wealth Advisors, LLC 16.13% 4,885,976 $125.3M
11 Standpoint Asset Management, LLC 15.95% 2,564,300 $65.7M
12 FIDELIS iM, LLC 15.42% 1,588,906 $40.7M
13 Family Legacy Financial Solutions, LLC 15.15% 725,397 $18.7M
14 GEN Financial Management, INC. 14.78% 931,113 $23.9M
15 White & Co Financial Planning Inc 14.57% 808,391 $20.7M
16 Summit Financial Consulting LLC 13.08% 712,672 $18.3M
17 ACCESS FINANCIAL SERVICES, INC. 12.97% 1,426,767 $36.6M
18 MORRIS FINANCIAL CONCEPTS, INC. 12.76% 1,465,453 $37.6M
19 Arnold Financial Planning LLC 12.66% 528,506 $13.6M
20 Christensen, King & Associates Investment Services, Inc. 12.64% 1,149,357 $29.5M
21 Courage Miller Partners, LLC 12.56% 1,735,166 $44.5M
22 Alliance Wealth Management Group 12.21% 2,176,358 $55.8M
23 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 11.85% 2,994,436 $76.8M
24 McAdam, LLC 11.74% 10,166,832 $260.7M
25 Yanni & Associates Investment Advisors, LLC 11.54% 434,250 $11.1M
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 (SCHX)

What does the Smart Money Trend signal show for SCHX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SCHX 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 SCHX?

Slight buying edge — 53% buying: Last quarter: 678 funds bought or added vs 605 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 SCHX holders?

Smaller funds dominant — 6% AUM from top-100: 25 of 1440 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHX?

63% of holders stayed for 2+ years: 911 out of 1,440 hedge funds have held SCHX 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.