Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
8Q ▲
Buyers last Q
67%

Smart Money Signals — SCMB

Based on 164 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SCMB 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
164 hedge funds hold SCMB 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.
🚀

Fast accumulation — +93% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+93% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

106 buying52 selling
Last quarter: 106 funds were net buyers (36 opened a brand new position + 70 added to an existing one). Only 52 were sellers (31 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 26 → 35 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 21% conviction (2yr+) ■ 41% medium ■ 38% new
Only 34 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

17 → 33 → 26 → 35 → 36 new funds/Q
New funds entering each quarter: 33 → 26 → 35 → 36. A growing number of institutions are discovering SCMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 57% of holders entered in last year

■ 22% veterans ■ 21% 1-2yr ■ 57% new
Of 164 current holders: 93 (57%) entered in the past year, only 36 (22%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 89% AUM from top-100 funds

89% from top-100 AUM funds
19 of 164 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in SCMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SCMB

In 2026 Q1, 106 hedge funds were net buyers of SCMB (36 opened a new position, 70 added to an existing one), while 52 reduced or exited (31 trimmed, 21 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 89% of total institutional value in SCMB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 164.

Hedge Fund Ownership: SCMB

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

Market Analysis: SCMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCMB

-- --

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

Is It Too Late to Buy Schwab Strategic Tr (SCMB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCMB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
SCMB
-1.6%
SPY
+4.0%

SCMB outperformed SPY by -5.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
SCMB
+0.0%
SPY
+0.0%

Since the filing became public, SCMB outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SCMB
2026 Q2 Stats Unlock in 4 days 163 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 163 149 9.4%
13F Shares 106M 79M 33.2%
Total Value $2.69B $2.05B 31.28%
New Positions 36 35 +1
Increased Positions 70 72 -2
Closed Positions 22 13 +9
Reduced Positions 31 21 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCMB

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Institutional Holders (2026 Q2)

163 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SCMB. 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.
Top 25 SCMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fort Point Capital Partners LLC 1.82% 1,014,596 $26.2M
2 Myecfo, LLC 1.63% 167,230 $4.3M
3 Avidian Wealth Enterprises, LLC 1.06% 1,483,825 $38.3M
4 Shared Vision Wealth Group LLC 1.05% 118,406 $3.1M
5 Core Wealth Advisors, LLC 0.95% 49,904 $1.3M
6 Pallas Capital Advisors LLC 0.73% 918,625 $23.7M
7 Breakwater Investment Management 0.66% 75,456 $1.9M
8 O'ROURKE & COMPANY, Inc 0.64% 70,567 $1.8M
9 Stolz & Associates, Ps 0.62% 38,590 $996K
10 Smith, Moore & CO. 0.55% 329,854 $8.5M
11 Investment Planning Advisors, Inc. 0.54% 90,645 $2.3M
12 Torrey Growth & Income Advisors 0.46% 52,690 $1.4M
13 TSA Wealth Managment LLC 0.45% 62,130 $1.6M
14 Roan Capital Partners 0.45% 21,064 $544K
15 Compass Financial Group, INC/SD 0.44% 149,926 $3.9M
16 Archer Investment Management, LLC 0.43% 48,787 $1.3M
17 CGN Advisors LLC 0.42% 225,093 $5.8M
18 Family Capital Management, Inc. 0.41% 41,166 $1.1M
19 Unify Financial Advisors 0.41% 17,000 $439K
20 Wedmont Private Capital 0.35% 494,540 $12.7M
21 Copper Harbor Investment Advisors, LLC 0.34% 62,983 $1.6M
22 Golden Bell Financial Planning LLC 0.34% 18,077 $467K
23 CAP Partners, LLC 0.33% 26,235 $677K
24 Intentional Wealth Strategies, LLC 0.33% 13,564 $350K
25 Cornerstone Advisors Asset Management, LLC 0.32% 95,092 $2.5M
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 (SCMB)

What does the Smart Money Trend signal show for SCMB?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SCMB 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 SCMB?

More buyers than sellers — 67% buying: Last quarter: 106 funds were net buyers (36 opened a brand new position + 70 added to an existing one). Only 52 were sellers (31 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCMB holders?

Elite ownership — 89% AUM from top-100 funds: 19 of 164 holders are among the 100 largest funds by AUM, controlling 89% of total institutional value in SCMB. 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 SCMB?

Mostly new holders — 38% entered in last year: Only 34 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Schwab Strategic Tr (SCMB) following the 2026 Q2 hedge fund 13F filings?

As of today, SCMB has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SCMB has gained -1.6% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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