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

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

As of today, SCYB has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), SCYB gained +0.7% vs +15.9% 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 (SCYB)

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

Smart Money Signals — SCYB

Based on 140 hedge funds · latest filing: 2026 Q1 · 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

140 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 — +106% more funds vs a year ago

fund count last 6Q

+72 new funds entered over the past year (+106% 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 — 70% buying

102 buying44 selling

Last quarter: 102 funds were net buyers (45 opened a brand new position + 57 added to an existing one). Only 44 were sellers (24 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: 28 → 28 → 40 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 61% entered in last year

■ 3% conviction (2yr+) ■ 36% medium ■ 61% new

Only 4 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.

🚀

Acceleration phase — new buyers rushing in

27 → 28 → 28 → 40 → 45 new funds/Q

New funds entering each quarter: 28 → 28 → 40 → 45. 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.

🌱

Early stage — 76% of holders entered in last year

■ 4% veterans ■ 19% 1-2yr ■ 76% new

Of 140 current holders: 107 (76%) 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 — 12% AUM from top-100

12% from top-100 AUM funds

15 of 140 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.8

out of 10

Moderate Exit Risk

Exit risk score 5.8/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	140	115	21.74%
13F Shares	8M	6M	46.11%
Total Value	$210M	$148M	41.9%
New Positions	45	40	+5
Increased Positions	57	41	+16
Closed Positions	20	10	+10
Reduced Positions	24	19	+5
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

140

115

21.74%

13F Shares

46.11%

Total Value

$210M

$148M

41.9%

New Positions

Increased Positions

+16

Closed Positions

+10

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

140 + 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:

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

Top 25 SCYB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cornerstone Enterprises, LLC	8.09%	625,865	$16.3M
2	Dahring \| Cusmano LLC	5.54%	346,378	$9.0M
3	CFG Wealth Management Services, Inc.	5.34%	221,503	$5.9M
4	Mfg Wealth Management, INC.	3.01%	139,458	$3.6M
5	IFC & Insurance Marketing, Inc.	2.08%	76,527	$2.0M
6	Elm3 Financial Group, LLC	2.07%	94,088	$2.4M
7	Oasis Advisors, LLC	1.61%	115,338	$3.0M
8	Solutions 4 Wealth, Ltd	1.41%	36,106	$939K
9	Mma Asset Management LLC	1.36%	148,677	$3.9M
10	L2 Asset Management, LLC	1.16%	468,509	$12.2M
11	FF Advisors,LLC	1.11%	103,795	$2.7M
12	Rational Advisors, INC.	0.80%	301,093	$7.8M
13	Hidden Cove Wealth Management, LLC	0.56%	33,653	$875K
14	Grantvest Financial Group LLC	0.50%	29,767	$774K
15	Prairiewood Capital, LLC	0.44%	58,872	$1.5M
16	Breakthru Advisory Services, LLC	0.42%	9,993	$260K
17	OMNI 360 Wealth, Inc.	0.37%	27,407	$713K
18	TT Capital Management LLC	0.33%	15,200	$395K
19	JT Stratford LLC	0.31%	92,179	$2.4M
20	Joseph P. Lucia & Associates, LLC	0.30%	31,990	$832K
21	Wealthgarden F.S. LLC	0.28%	15,827	$412K
22	Sterling Wealth Management, Inc.	0.22%	31,485	$819K
23	Stirlingshire Investments, Inc.	0.21%	9,165	$238K
24	Jacobs Equity LLC	0.18%	7,719	$201K
25	Fairfield, Bush & CO.	0.15%	10,621	$276K

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 — 70% buying: Last quarter: 102 funds were net buyers (45 opened a brand new position + 57 added to an existing one). Only 44 were sellers (24 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 — 12% AUM from top-100: 15 of 140 holders rank in the top 100 by AUM, but together hold only 12% 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 — 61% entered in last year: Only 4 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.

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

As of today, SCYB has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), SCYB has gained +0.7% vs +15.9% 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 (SCYB)

Smart Money Signals — SCYB

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +106% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~45 new funds per quarter

Mostly new holders — 61% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 76% of holders entered in last year

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — SCYB

Hedge Fund Ownership: SCYB

Market Analysis: SCYB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SCYB

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

Hedge Fund Positioning: SCYB

Statistics: SCYB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Schwab Strategic Tr (SCYB)

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