Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
7Q ▲
Buyers last Q
76%

Smart Money Signals — SCMB

Based on 146 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
146 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 — +82% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+82% 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 — 76% buying

104 buying33 selling
Last quarter: 104 funds were net buyers (34 opened a brand new position + 70 added to an existing one). Only 33 were sellers (21 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new SCMB position: 16 → 32 → 26 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 47% entered in last year

■ 20% conviction (2yr+) ■ 33% medium ■ 47% new
Only 29 funds (20%) 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

20 → 16 → 32 → 26 → 34 new funds/Q
New funds entering each quarter: 16 → 32 → 26 → 34. A growing number of institutions are discovering SCMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 62% of holders entered in last year

■ 15% veterans ■ 23% 1-2yr ■ 62% new
Of 146 current holders: 90 (62%) entered in the past year, only 22 (15%) 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 — 87% AUM from top-100 funds

87% from top-100 AUM funds
13 of 146 holders are among the 100 largest funds by AUM, controlling 87% 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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.

Hedge Fund Ownership: SCMB

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

Market Analysis: SCMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCMB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SCMB
2026 Q1 Stats Unlock in 20 days 146 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 146 124 17.74%
13F Shares 79M 73M 8.22%
Total Value $2.05B $1.88B 8.87%
New Positions 34 26 +8
Increased Positions 70 57 +13
Closed Positions 12 7 +5
Reduced Positions 21 24 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCMB

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

146 + investors

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

Top 25 institutional holders of SCMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MYECFO, LLC 1.88% 176,180 $4.5M
2 Charles Schwab Trust Co 1.57% 949,511 $24.2M
3 Torrey Growth & Income Advisors 1.11% 103,690 $2.6M
4 CORE WEALTH ADVISORS, LLC 0.99% 50,295 $1.3M
5 Pallas Capital Advisors LLC 0.81% 845,235 $21.5M
6 NewCorp Financial Services, Inc. 0.78% 35,138 $895K
7 STOLZ & ASSOCIATES, PS 0.69% 38,500 $989K
8 Investment Planning Advisors, Inc. 0.64% 90,923 $2.3M
9 CGN Advisors LLC 0.55% 272,356 $6.9M
10 Unify Financial Advisors 0.46% 17,000 $438K
11 Wedmont Private Capital 0.41% 494,149 $12.7M
12 Family Capital Management, Inc. 0.40% 35,646 $908K
13 Roan Capital Partners 0.38% 16,318 $416K
14 Archer Investment Management, LLC 0.38% 35,200 $897K
15 CAP Partners, LLC 0.33% 22,767 $580K
16 Compass Financial Group, INC/SD 0.22% 61,324 $1.6M
17 BLVD Private Wealth, LLC 0.18% 8,301 $212K
18 FF Advisors,LLC 0.18% 16,819 $433K
19 GILL CAPITAL PARTNERS, LLC 0.14% 19,351 $493K
20 Columbus Macro, LLC 0.13% 47,668 $1.2M
21 Pasadena Private Wealth, LLC 0.12% 33,238 $847K
22 Asset Allocation Strategies LLC 0.12% 25,655 $654K
23 Revisor Wealth Management LLC 0.12% 16,440 $419K
24 Perigon Wealth Management, LLC 0.10% 211,797 $5.4M
25 Hoxton Planning & Management, LLC 0.10% 12,611 $321K
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 — 7 quarters in a row: For 7 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 — 76% buying: Last quarter: 104 funds were net buyers (34 opened a brand new position + 70 added to an existing one). Only 33 were sellers (21 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCMB holders?

Elite ownership — 87% AUM from top-100 funds: 13 of 146 holders are among the 100 largest funds by AUM, controlling 87% 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 — 47% entered in last year: Only 29 funds (20%) 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.

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.