Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHX)

2K + 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
↑ +80
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — SCHX

Based on 1610 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,610 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 — +17% more funds vs a year ago

fund count last 6Q
+238 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

778 buying643 selling
Last quarter: 778 funds bought or added vs 643 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 (+40 vs last Q)

new funds entering per quarter
Funds opening a new SCHX position: 125 → 199 → 119 → 159. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 17% new
1,006 out of 1,610 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.
➡️

Steady discovery — ~159 new funds/quarter

145 → 125 → 199 → 119 → 159 new funds/Q
New funds entering each quarter: 125 → 199 → 119 → 159. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 1,610 holders: 1,034 (64%) are 2+ year veterans, 214 entered 1–2 years ago, and 362 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
31 of 1607 holders rank in the top 100 by AUM, but together hold only 18% 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.

Institutional Sentiment Summary — SCHX

In 2026 Q2, 778 hedge funds were net buyers of SCHX (159 opened a new position, 619 added to an existing one), while 643 reduced or exited (564 trimmed, 79 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +80 funds (more new holders than closures). Total institutional holders: 1610.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 98 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: SCHX
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1593 1530 4.12%
13F Shares 1.13B 1.09B 4.1%
Total Value $32.00B $26.89B 19.03%
New Positions 153 119 +34
Increased Positions 614 638 -24
Closed Positions 87 121 -34
Reduced Positions 563 529 +34
Total Calls 3 3 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.67 Bullish

Statistics: SCHX

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Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 SCHX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Raine Group LLC 71.46% 215,168 $6.3M
2 FSA Investment Group, LLC 38.79% 4,058,096 $119.4M
3 Sage Financial Group Inc 37.50% 23,002,052 $677.0M
4 Benson Investment Management Company, Inc. 36.10% 230,404 $6.8M
5 Sherwood Financial Partners, LLC 32.44% 1,369,520 $40.3M
6 Sims Investment Management, LLC 30.48% 3,349,904 $98.6M
7 Northwest Quadrant Wealth Management, LLC 29.24% 5,365,862 $157.9M
8 Koss-Olinger Consulting, LLC 29.03% 12,808,366 $377.0M
9 Diversified Enterprises, LLC 26.79% 18,816,940 $553.8M
10 Richardson Capital Management LLC 22.53% 1,791,575 $52.7M
11 HBK Sorce Advisory LLC 20.27% 35,214,246 $1.07B
12 Kohmann Bosshard Financial Services, LLC 19.74% 7,904,940 $232.6M
13 Gordian Advisors LLC 19.02% 1,098,792 $32.3M
14 Financial Consulate, Inc 17.25% 5,266,972 $155.0M
15 Fpc Investment Advisory, INC. 17.20% 1,243,751 $36.5M
16 Athena Investment Management 17.10% 979,866 $28.8M
17 Elite Life Management LLC 17.08% 480,523 $14.6M
18 BlueSky Wealth Advisors, LLC 16.55% 4,853,947 $142.9M
19 GEN Financial Management, INC. 16.49% 936,352 $27.6M
20 FIDELIS iM, LLC 16.27% 1,620,780 $47.7M
21 Standpoint Asset Management, LLC 15.82% 2,564,300 $75.5M
22 Hrc Wealth Management, LLC 14.97% 1,243,601 $36.6M
23 White & Co Financial Planning Inc 14.87% 815,684 $24.0M
24 Bernard Wealth Management Corp. 14.36% 1,323,557 $39.0M
25 Cornerstone Advisors Asset Management, LLC 14.22% 3,695,022 $108.7M
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 (SCHX)

What does the Smart Money Trend signal show for SCHX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 778 funds bought or added vs 643 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 — 18% AUM from top-100: 31 of 1607 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHX?

62% of holders stayed for 2+ years: 1,006 out of 1,610 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.

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