Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (SCYB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — SCYB

Based on 151 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SCYB 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
151 hedge funds hold SCYB 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 — +96% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+96% 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

99 buying49 selling
Last quarter: 99 funds were net buyers (31 opened a brand new position + 68 added to an existing one). Only 49 were sellers (29 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 40 → 45 → 31. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 56% entered in last year

■ 3% conviction (2yr+) ■ 40% medium ■ 56% new
Only 5 funds (3%) 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

28 → 28 → 40 → 45 → 31 new funds/Q
New funds entering each quarter: 28 → 40 → 45 → 31. A growing number of institutions are discovering SCYB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 71% of holders entered in last year

■ 4% veterans ■ 25% 1-2yr ■ 71% new
Of 151 current holders: 107 (71%) entered in the past year, only 6 (4%) 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 — 9% AUM from top-100

9% from top-100 AUM funds
13 of 151 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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 — SCYB

In 2026 Q2, 99 hedge funds were net buyers of SCYB (31 opened a new position, 68 added to an existing one), while 49 reduced or exited (29 trimmed, 20 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 151.

Hedge Fund Ownership: SCYB

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

Market Analysis: SCYB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SCYB

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 6 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SCYB
151 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 151 140 7.86%
13F Shares 8M 8M 1.49%
Total Value $215M $210M 2.23%
New Positions 31 45 -14
Increased Positions 68 57 +11
Closed Positions 20 20 -
Reduced Positions 29 24 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCYB

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Institutional Holders (2026 Q2)

151 + investors

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

QUARTER:
Top 25 SCYB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Enterprises, LLC 7.63% 638,592 $16.7M
2 CFG Wealth Management Services, Inc. 5.59% 228,118 $6.0M
3 Dahring | Cusmano LLC 5.29% 383,073 $10.0M
4 Principia Wealth Advisory, LLC 3.30% 224,109 $5.8M
5 Strategic Financial Planning, Inc. 3.20% 234,403 $6.1M
6 Mfg Wealth Management, INC. 2.81% 150,197 $3.9M
7 Solutions 4 Wealth, Ltd 2.73% 80,816 $2.1M
8 IFC & Insurance Marketing, Inc. 2.01% 87,241 $2.3M
9 Elm3 Financial Group, LLC 1.68% 93,577 $2.4M
10 Mma Asset Management LLC 1.32% 158,200 $4.1M
11 FF Advisors,LLC 1.26% 128,326 $3.4M
12 Breakthru Advisory Services, LLC 0.88% 9,993 $262K
13 Rational Advisors, INC. 0.73% 302,994 $7.9M
14 L2 Asset Management, LLC 0.65% 240,495 $6.3M
15 Hidden Cove Wealth Management, LLC 0.52% 36,329 $951K
16 Grantvest Financial Group LLC 0.50% 33,022 $865K
17 Prairiewood Capital, LLC 0.45% 66,521 $1.7M
18 Wealthgarden F.S. LLC 0.43% 28,745 $753K
19 OMNI 360 Wealth, Inc. 0.35% 29,040 $760K
20 TT Capital Management LLC 0.31% 15,000 $393K
21 Joseph P. Lucia & Associates, LLC 0.30% 37,512 $982K
22 JT Stratford LLC 0.26% 90,829 $2.4M
23 Monetary Solutions, Ltd 0.25% 10,982 $288K
24 Sterling Wealth Management, Inc. 0.20% 31,485 $824K
25 Walser Wealth Management Company, A Ltd Liability Co 0.19% 17,733 $464K
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 (SCYB)

What does the Smart Money Trend signal show for SCYB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SCYB 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 SCYB?

More buyers than sellers — 67% buying: Last quarter: 99 funds were net buyers (31 opened a brand new position + 68 added to an existing one). Only 49 were sellers (29 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCYB holders?

Smaller funds dominant — 9% AUM from top-100: 13 of 151 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SCYB?

Mostly new holders — 56% entered in last year: Only 5 funds (3%) 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.

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