Schwab Strategic Tr (SGVT) Hedge Fund Ownership (Q1 2026)

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

As of today, SGVT 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), SGVT gained -0.1% 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.

Schwab Strategic Tr (SGVT)

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

Smart Money Signals — SGVT

Based on 62 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 consecutive quarters, more hedge funds added SGVT 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

62 hedge funds hold SGVT right now — the highest count in 1.2 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 — +6100% more funds vs a year ago

fund count last 5Q

+61 new funds entered over the past year (+6100% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 62% buying

44 buying27 selling

Last quarter: 44 funds were net buyers (30 opened a brand new position + 14 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 27 → 25 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 98% entered in last year

■ 0% conviction (2yr+) ■ 2% medium ■ 98% 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 +499%, value +22%

Value

+22%

+498%

Last quarter: funds added +499% more shares while total portfolio value only changed +22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

4 → 27 → 25 → 30 new funds/Q

New funds entering each quarter: 4 → 27 → 25 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 98% of holders entered in last year

■ 2% veterans ■ 0% 1-2yr ■ 98% new

Of 62 current holders: 61 (98%) entered in the past year, only 1 (2%) 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 — 8% AUM from top-100

8% from top-100 AUM funds

5 of 62 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.5

out of 10

High Exit Risk

Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	62	43	44.19%
13F Shares	8M	1M	498.66%
Total Value	$132M	$108M	21.99%
New Positions	30	25	+5
Increased Positions	14	11	+3
Closed Positions	11	13	-2
Reduced Positions	16	6	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

44.19%

13F Shares

498.66%

Total Value

$132M

$108M

21.99%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

62 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SGVT. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SGVT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fulcrum Wealth Advisors, LLC	2.41%	31,257	$3.1M
2	Mjp Associates Inc /Adv	1.51%	137,430	$13.8M
3	Uptick Partners, LLC	1.51%	96,513	$9.7M
4	Addison Capital Co	1.46%	88,563	$8.9M
5	Advisor OS, LLC	0.92%	137,430	$13.8M
6	Clear Creek Financial Management, LLC	0.88%	135,911	$13.7M
7	Perspective Wealth Advisors LLC	0.85%	15,362	$1.5M
8	WPG Advisers, LLC	0.84%	14,121	$1.4M
9	Stone Loft Wealth Management LLC	0.72%	12,648	$1.3M
10	Vista Cima Wealth Management LLC	0.69%	9,232	$930K
11	Mascagni Wealth Management, Inc.	0.68%	10,916	$1.1M
12	Luken Investment Analytics, LLC	0.52%	14,891	$1.5M
13	Worth Asset Management, LLC	0.32%	9,957	$1.0M
14	Pinnacle Family Advisors, LLC	0.32%	7,497	$755K
15	Walsky Investment Management, Inc.	0.30%	3,206	$323K
16	Private Client Services, LLC	0.25%	9,527	$960K
17	Flagship Capital Management Inc.	0.22%	3,533	$356K
18	Mills Wealth Advisors LLC	0.21%	6,753	$680K
19	FCG Investment Co	0.20%	5,884	$593K
20	Tower Research Capital LLC (TRC)	0.17%	67,586	$6.8M
21	WPWealth LLP	0.15%	9,926	$1000K
22	Neumann Capital Management, LLC	0.14%	2,030	$205K
23	Calton & Associates, INC.	0.11%	7,143	$720K
24	Skyline Advisors, Inc.	0.10%	3,247	$327K
25	Parkwoods Wealth Partners, LLC	0.10%	6,260	$631K

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 (SGVT)

What does the Smart Money Trend signal show for SGVT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SGVT 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 SGVT?

More buyers than sellers — 62% buying: Last quarter: 44 funds were net buyers (30 opened a brand new position + 14 added to an existing one). Only 27 were sellers (16 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SGVT holders?

Smaller funds dominant — 8% AUM from top-100: 5 of 62 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SGVT?

Mostly new holders — 98% 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 (SGVT) following the 2026 Q2 hedge fund 13F filings?

As of today, SGVT 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), SGVT has gained -0.1% 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.

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Schwab Strategic Tr (SGVT)

Smart Money Signals — SGVT

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +6100% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~30 new funds per quarter

Mostly new holders — 98% entered in last year

Buying through price weakness — shares +499%, value +22%

Acceleration phase — new buyers rushing in

Early stage — 98% of holders entered in last year

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — SGVT

Hedge Fund Ownership: SGVT

Market Analysis: SGVT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SGVT

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

Hedge Fund Positioning: SGVT

Statistics: SGVT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Schwab Strategic Tr (SGVT)

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