Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCUS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — SCUS

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SCUS 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
25 hedge funds hold SCUS right now — the highest count in 1.8 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 — +67% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+67% 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 — 65% buying

15 buying8 selling
Last quarter: 15 funds were net buyers (8 opened a brand new position + 7 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 56% entered in last year

0% conviction (2yr+) 44% medium 56% new
Only 0 funds (0%) 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.
💎

Buying through price weakness — shares +230%, value +26%

Value
+25%
Shares
+230%
Last quarter: funds added +230% more shares while total portfolio value only changed +26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

8 → 3 → 8 → 6 → 8 new funds/Q
New funds entering each quarter: 3 → 8 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 76% of holders entered in last year

0% veterans 24% 1-2yr 76% new
Of 25 current holders: 19 (76%) entered in the past year, only 0 (0%) 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.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
3 of 25 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — SCUS

In 2026 Q1, 15 hedge funds were net buyers of SCUS (8 opened a new position, 7 added to an existing one), while 8 reduced or exited (3 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: SCUS

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

Market Analysis: SCUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCUS

-- --

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

Is It Too Late to Buy SCHWAB STRATEGIC TR (SCUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SCUS has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 56d ago
SCUS
+197.8%
SPY
+14.7%

SCUS outperformed SPY by +183.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 11d ago
SCUS
+0.1%
SPY
+0.9%

Since the filing became public, SCUS outperformed SPY by -0.8% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SCUS
25 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 25 22 13.64%
13F Shares 2M 557K 230.17%
Total Value $16M $12M 25.64%
New Positions 8 6 +2
Increased Positions 7 3 +4
Closed Positions 5 3 +2
Reduced Positions 3 7 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCUS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

25 + investors

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

QUARTER:
Top 25 institutional holders of SCUS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 January Capital Advisors LLC 0.93% 27,238 $686K
2 Kaizen Financial Strategies 0.84% 79,122 $2.0M
3 Hummer Financial Advisory Services Inc 0.44% 24,800 $625K
4 Mainstream Capital Management LLC 0.33% 19,483 $491K
5 Coastwise Capital Group, LLC 0.29% 20,903 $527K
6 Integrity Advisory Solutions, LLC 0.23% 69,618 $1.8M
7 Sculati Wealth Management, LLC 0.13% 13,891 $350K
8 Cambridge Investment Research Advisors, Inc. 0.08% 1,222,562 $31K
9 JAMES INVESTMENT RESEARCH, INC. 0.04% 13,417 $338K
10 WealthPlan Investment Management, LLC 0.04% 25,262 $637K
11 Concurrent Investment Advisors, LLC 0.02% 70,434 $1.8M
12 Savvy Advisors, Inc. 0.02% 22,678 $571K
13 Anfield Capital Management, LLC 0.01% 1,826 $46K
14 Costello Asset Management, INC 0.01% 695 $18K
15 Golden State Wealth Management, LLC 0.01% 2,064 $52K
16 Waverly Advisors, LLC 0.00% 26,356 $664K
17 Vermillion Wealth Management, Inc. 0.00% 497 $13K
18 Corient Private Wealth LLC 0.00% 63,650 $1.6M
19 WOLFF WIESE MAGANA LLC 0.00% 100 $3K
20 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 16,538 $416K
21 Mariner, LLC 0.00% 27,572 $695K
22 CITADEL ADVISORS LLC 0.00% 65,489 $1.7M
23 TD Waterhouse Canada Inc. 0.00% 2,385 $60K
24 JANE STREET GROUP, LLC 0.00% 21,829 $550K
25 WELLS FARGO & COMPANY/MN 0.00% 1
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 (SCUS)

What does the Smart Money Trend signal show for SCUS?

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

More buyers than sellers — 65% buying: Last quarter: 15 funds were net buyers (8 opened a brand new position + 7 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCUS holders?

Smaller funds dominant — 14% AUM from top-100: 3 of 25 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCUS?

Mostly new holders — 56% entered in last year: Only 0 funds (0%) 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 (SCUS) following the 2026 Q1 hedge fund 13F filings?

As of today, SCUS has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), SCUS has gained +197.8% vs +14.7% 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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