Schwab Strategic Tr (SCHY) Hedge Fund Ownership (Q2 2026)

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

As of today, SCHY has moved -3.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.8%. Since the quarter end (June 30, 2026), SCHY gained +0.8% vs +3.1% 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.

Schwab Strategic Tr (SCHY)

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

Smart Money Signals — SCHY

Based on 216 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

216 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 — +69% more funds vs a year ago

fund count last 6Q

+88 new funds entered over the past year (+69% 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

130 buying65 selling

Last quarter: 130 funds were net buyers (45 opened a brand new position + 85 added to an existing one). Only 65 were sellers (45 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 26 → 36 → 40 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 37% long-term, 40% new

■ 37% conviction (2yr+) ■ 23% medium ■ 40% new

Of the 216 current holders: 79 (37%) held >2 years, 50 held 1–2 years, and 87 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

20 → 26 → 36 → 40 → 45 new funds/Q

New funds entering each quarter: 26 → 36 → 40 → 45. A growing number of institutions are discovering SCHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 38% veterans, 50% new entrants

■ 38% veterans ■ 12% 1-2yr ■ 50% new

Of 216 current holders: 82 (38%) held 2+ years, 26 held 1–2 years, 108 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

16 of 216 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	214	191	12.04%
13F Shares	17M	15M	12.92%
Total Value	$532M	$469M	13.56%
New Positions	45	40	+5
Increased Positions	84	90	-6
Closed Positions	22	16	+6
Reduced Positions	45	32	+13
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

214

191

12.04%

13F Shares

17M

15M

12.92%

Total Value

$532M

$469M

13.56%

New Positions

Increased Positions

-6

Closed Positions

Reduced Positions

+13

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

214 + 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:

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

Top 25 SCHY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hamel Associates, INC.	7.08%	808,765	$25.7M
2	IRON Financial LLC	4.16%	317,888	$10.1M
3	Red Mountain Financial, LLC	4.08%	153,104	$4.9M
4	Opus Financial Solutions LLC	3.16%	123,467	$3.9M
5	LeConte Wealth Management, LLC	2.77%	160,178	$5.1M
6	Summit Asset Management, LLC	2.44%	600,081	$19.0M
7	Wise Wealth Partners	2.16%	40,145	$1.3M
8	Farrow Financial, Inc.	2.14%	126,377	$4.0M
9	OMC Financial Services LTD	1.76%	167,397	$5.3M
10	Carolina Wealth Advisors, LLC	1.70%	136,901	$4.3M
11	LongView Wealth Management	1.69%	207,312	$6.6M
12	TriCert Investment Counsel Inc.	1.37%	463,465	$14.7M
13	Perspective Wealth Advisors LLC	1.05%	60,077	$1.9M
14	M3 Wealth Management, LLC	1.04%	50,277	$1.6M
15	LGT Financial Advisors LLC	0.99%	5,876	$186K
16	Magnolia Capital Advisors LLC	0.96%	176,650	$5.6M
17	CrossGen Wealth, LLC	0.96%	38,899	$1.2M
18	Seek First Inc.	0.89%	44,188	$1.4M
19	Good Harbor Advisors, Inc.	0.75%	24,058	$763K
20	Hidden Cove Wealth Management, LLC	0.70%	40,093	$1.3M
21	Bravera Wealth	0.67%	55,012	$1.7M
22	Noble Family Wealth, LLC	0.64%	112,522	$3.6M
23	Woodmont Investment Counsel LLC	0.52%	300,864	$9.5M
24	Cape Investment Advisory, Inc.	0.44%	52,335	$1.7M
25	Cresset Asset Management, LLC	0.43%	3,706,911	$117.6M

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 — 5 quarters in a row: For 5 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 — 67% buying: Last quarter: 130 funds were net buyers (45 opened a brand new position + 85 added to an existing one). Only 65 were sellers (45 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCHY holders?

Smaller funds dominant — 11% AUM from top-100: 16 of 216 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCHY?

Mixed — 37% long-term, 40% new: Of the 216 current holders: 79 (37%) held >2 years, 50 held 1–2 years, and 87 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, SCHY has moved -3.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.8%. Since the quarter end (June 30, 2026), SCHY has gained +0.8% vs +3.1% 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.

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Schwab Strategic Tr (SCHY)

Smart Money Signals — SCHY

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +69% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~45 new funds per quarter

Mixed — 37% long-term, 40% new

Growing discovery — still being found

Mixed cohorts — 38% veterans, 50% new entrants

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — SCHY

Hedge Fund Ownership: SCHY

Market Analysis: SCHY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCHY

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

Hedge Fund Positioning: SCHY

Statistics: SCHY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Schwab Strategic Tr (SCHY)

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