Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SCHWAB STRATEGIC TR (SCYB)

113 + 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
↑ +28
Streak
10Q ▲
Buyers last Q
73%

Smart Money Signals — SCYB

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
113 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 — +126% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+126% 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 — 73% buying

79 buying29 selling
Last quarter: 79 funds were net buyers (38 opened a brand new position + 41 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new SCYB position: 25 → 28 → 28 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 59% entered in last year

■ 3% conviction (2yr+) ■ 38% medium ■ 59% new
Only 3 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

25 → 25 → 28 → 28 → 38 new funds/Q
New funds entering each quarter: 25 → 28 → 28 → 38. A growing number of institutions are discovering SCYB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 77% of holders entered in last year

■ 4% veterans ■ 19% 1-2yr ■ 77% new
Of 113 current holders: 87 (77%) entered in the past year, only 4 (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 — 8% AUM from top-100

8% from top-100 AUM funds
13 of 113 holders rank in the top 100 by AUM, but together hold only 8% 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: SCYB
2026 Q1 Stats Unlock in 18 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 85 32.94%
13F Shares 5M 4M 15.33%
Total Value $132M $116M 14.6%
New Positions 38 28 +10
Increased Positions 41 36 +5
Closed Positions 10 18 -8
Reduced Positions 19 12 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SCYB

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of SCYB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CORNERSTONE ENTERPRISES, LLC 8.09% 625,865 $16.3M
2 MFG WEALTH MANAGEMENT, INC. 3.01% 139,458 $3.6M
3 IFC & Insurance Marketing, Inc. 2.08% 76,527 $2.0M
4 Elm3 Financial Group, LLC 2.07% 94,088 $2.4M
5 Oasis Advisors, LLC 1.61% 115,338 $3.0M
6 MMA ASSET MANAGEMENT LLC 1.36% 148,677 $3.9M
7 FF Advisors,LLC 1.11% 103,795 $2.7M
8 Hidden Cove Wealth Management, LLC 0.56% 33,653 $875K
9 Prairiewood Capital, LLC 0.44% 58,872 $1.5M
10 BREAKTHRU ADVISORY SERVICES, LLC 0.42% 9,993 $260K
11 OMNI 360 Wealth, Inc. 0.37% 27,407 $713K
12 BlueSky Wealth Advisors, LLC 0.14% 41,846 $1.1M
13 Asset Allocation Strategies LLC 0.13% 29,045 $755K
14 Axis Wealth Partners, LLC 0.12% 8,669 $225K
15 WealthBridge Capital Management, LLC 0.12% 19,746 $513K
16 WJ Interests, LLC 0.11% 11,215 $292K
17 INTEGRAL INVESTMENT ADVISORS, INC. 0.11% 16,366 $426K
18 BENNETT SELBY INVESTMENTS LP 0.10% 11,183 $291K
19 Avior Wealth Management, LLC 0.09% 127,110 $3.3M
20 SeaCrest Wealth Management, LLC 0.05% 18,455 $480K
21 Medallion Wealth Advisors, LLC 0.05% 4,165 $108K
22 Prospera Financial Services Inc 0.04% 103,447 $2.7M
23 Balboa Wealth Partners 0.04% 8,166 $212K
24 Bogart Wealth, LLC 0.03% 30,455 $792K
25 World Investment Advisors 0.03% 66,524 $1.7M
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 — 10 quarters in a row: For 10 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 — 73% buying: Last quarter: 79 funds were net buyers (38 opened a brand new position + 41 added to an existing one). Only 29 were sellers (19 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SCYB holders?

Smaller funds dominant — 8% AUM from top-100: 13 of 113 holders rank in the top 100 by AUM, but together hold only 8% 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 — 59% entered in last year: Only 3 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.