Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
4Q ▲
Buyers last Q
73%

Smart Money Signals — SCHY

Based on 191 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SCHY 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
191 hedge funds hold SCHY 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 — +63% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+63% 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 — 73% buying

130 buying47 selling
Last quarter: 130 funds were net buyers (40 opened a brand new position + 90 added to an existing one). Only 47 were sellers (32 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 26 → 36 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 22% medium ■ 38% new
77 out of 191 hedge funds have held SCHY 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.
🚀

Acceleration phase — new buyers rushing in

17 → 19 → 26 → 36 → 40 new funds/Q
New funds entering each quarter: 19 → 26 → 36 → 40. 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.
🏛️

Veteran-anchored — 43% veterans vs 43% newcomers

■ 43% veterans ■ 14% 1-2yr ■ 43% new
Entry-cohort mix of 191 holders: 82 (43%) are 2+ year veterans, 27 entered 1–2 years ago, and 82 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
15 of 191 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — SCHY

In 2026 Q1, 130 hedge funds were net buyers of SCHY (40 opened a new position, 90 added to an existing one), while 47 reduced or exited (32 trimmed, 15 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 191.

Hedge Fund Ownership: SCHY

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

Market Analysis: SCHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCHY

-- --

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

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

Signal Freshness measures how much SCHY 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 · 82d ago
SCHY
+1.0%
SPY
+15.1%

SCHY outperformed SPY by -14.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SCHY
-0.1%
SPY
+1.3%

Since the filing became public, SCHY outperformed SPY by -1.4% .

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.

3 top-rated funds 5 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: SCHY
189 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 189 166 13.86%
13F Shares 15M 13M 12.48%
Total Value $469M $399M 17.43%
New Positions 39 36 +3
Increased Positions 90 70 +20
Closed Positions 16 12 +4
Reduced Positions 32 30 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCHY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

189 + investors

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

QUARTER:
Top 25 SCHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamel Associates, INC. 7.42% 820,968 $26.0M
2 IRON Financial LLC 4.29% 310,328 $9.8M
3 Red Mountain Financial, LLC 4.23% 141,892 $4.5M
4 Opus Financial Solutions LLC 3.86% 129,414 $4.1M
5 LeConte Wealth Management, LLC 3.52% 171,835 $5.4M
6 Summit Asset Management, LLC 2.68% 608,034 $19.3M
7 Farrow Financial, Inc. 2.24% 124,338 $3.9M
8 OMC Financial Services LTD 2.04% 166,350 $5.3M
9 Wolfstich Capital, LLC 1.94% 71,217 $2.2M
10 Carolina Wealth Advisors, LLC 1.73% 130,863 $4.1M
11 LongView Wealth Management 1.65% 199,378 $6.6M
12 Perspective Wealth Advisors LLC 1.11% 53,955 $1.7M
13 Magnolia Capital Advisors LLC 1.10% 177,126 $5.6M
14 Seek First Inc. 1.03% 45,980 $1.5M
15 Bravera Wealth 0.98% 65,844 $2.0M
16 LGT Financial Advisors LLC 0.95% 5,876 $186K
17 Hidden Cove Wealth Management, LLC 0.70% 34,175 $1.1M
18 Noble Family Wealth, LLC 0.69% 105,112 $3.3M
19 Elequin Capital, LP 0.67% 292,658 $7.9M
20 Woodmont Investment Counsel LLC 0.57% 290,541 $9.2M
21 Cape Investment Advisory, Inc. 0.52% 49,312 $1.6M
22 Cresset Asset Management, LLC 0.48% 3,537,103 $112.0M
23 IF Advisors, LLC 0.47% 20,860 $660K
24 Cahill Financial Advisors Inc 0.42% 122,412 $3.9M
25 Capital Square, LLC 0.38% 25,823 $835K
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 (SCHY)

What does the Smart Money Trend signal show for SCHY?

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

More buyers than sellers — 73% buying: Last quarter: 130 funds were net buyers (40 opened a brand new position + 90 added to an existing one). Only 47 were sellers (32 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHY holders?

Smaller funds dominant — 13% AUM from top-100: 15 of 191 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHY?

40% of holders stayed for 2+ years: 77 out of 191 hedge funds have held SCHY 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.

Is it too late to buy Schwab Strategic Tr (SCHY) following the 2026 Q1 hedge fund 13F filings?

As of today, SCHY has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), SCHY has gained +1.0% vs +15.1% 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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