Schwab Strategic Tr (SCMB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, SCMB has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), SCMB gained +1.1% 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.

Schwab Strategic Tr (SCMB)

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

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.

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

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

Increased Positions

-2

Closed Positions

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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:

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

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	2.17%	703,844	$17.9M
2	Myecfo, LLC	1.88%	176,180	$4.5M
3	Avidian Wealth Enterprises, LLC	1.21%	1,497,325	$38.2M
4	Torrey Growth & Income Advisors	1.11%	103,690	$2.6M
5	Core Wealth Advisors, LLC	0.99%	50,295	$1.3M
6	Pallas Capital Advisors LLC	0.81%	845,235	$21.5M
7	NewCorp Financial Services, Inc.	0.78%	35,138	$895K
8	Breakwater Investment Management	0.70%	73,509	$1.9M
9	Stolz & Associates, Ps	0.69%	38,500	$989K
10	O'ROURKE & COMPANY, Inc	0.67%	66,658	$1.7M
11	Investment Planning Advisors, Inc.	0.64%	90,923	$2.3M
12	Shared Vision Wealth Group LLC	0.60%	57,291	$1.5M
13	Cornerstone Advisors Asset Management, LLC	0.56%	141,725	$3.6M
14	CGN Advisors LLC	0.55%	272,356	$6.9M
15	TSA Wealth Managment LLC	0.54%	65,287	$1.7M
16	Unify Financial Advisors	0.46%	17,000	$438K
17	Smith, Moore & CO.	0.43%	234,570	$6.0M
18	January Capital Advisors LLC	0.41%	12,026	$306K
19	Wedmont Private Capital	0.41%	494,149	$12.7M
20	Family Capital Management, Inc.	0.40%	35,646	$908K
21	Roan Capital Partners	0.38%	16,318	$416K
22	Archer Investment Management, LLC	0.38%	35,200	$897K
23	Golden Bell Financial Planning LLC	0.36%	17,968	$458K
24	Beaird Harris Wealth Management, LLC	0.33%	192,462	$4.9M
25	CAP Partners, LLC	0.33%	22,767	$580K

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 Q1 hedge fund 13F filings?

As of today, SCMB has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), SCMB has gained +1.1% 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.

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Schwab Strategic Tr (SCMB)

Smart Money Signals — SCMB

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 67% buying

Steady new buyers — ~36 new funds per quarter

Mostly new holders — 38% entered in last year

Growing discovery — still being found

Early stage — 57% of holders entered in last year

Elite ownership — 89% AUM from top-100 funds

Institutional Sentiment Summary — SCMB

Hedge Fund Ownership: SCMB

Market Analysis: SCMB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCMB

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

Hedge Fund Positioning: SCMB

Statistics: SCMB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Schwab Strategic Tr (SCMB)

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