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

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

As of today, SMBS has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), SMBS gained -0.4% 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 (SMBS)

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

Smart Money Signals — SMBS

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added SMBS 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

75 hedge funds hold SMBS right now — the highest count in 1.8 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 — +1400% more funds vs a year ago

fund count last 6Q

+70 new funds entered over the past year (+1400% 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.

🟡

Slight buying edge — 59% buying

48 buying34 selling

Last quarter: 48 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 38 → 27 → 31 → 25. 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 — 73% entered in last year

■ 0% conviction (2yr+) ■ 27% medium ■ 73% new

Only 0 funds (0%) 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.

➡️

Steady discovery — ~25 new funds/quarter

4 → 38 → 27 → 31 → 25 new funds/Q

New funds entering each quarter: 38 → 27 → 31 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 99% of holders entered in last year

■ 0% veterans ■ 1% 1-2yr ■ 99% new

Of 75 current holders: 74 (99%) entered in the past year, only 0 (0%) 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 — 99% AUM from top-100 funds

99% from top-100 AUM funds

16 of 75 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in SMBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.8

out of 10

Moderate Exit Risk

Exit risk score 6.8/10 — 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	74	69	7.25%
13F Shares	237M	224M	5.83%
Total Value	$6.06B	$5.75B	5.31%
New Positions	24	31	-7
Increased Positions	23	22	+1
Closed Positions	19	15	+4
Reduced Positions	15	9	+6
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

7.25%

13F Shares

237M

224M

5.83%

Total Value

$6.06B

$5.75B

5.31%

New Positions

-7

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

74 + investors

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

QUARTER:

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

Top 25 SMBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Schwallier Wealth Management LLC	3.29%	176,192	$4.5M
2	Adams Wealth Management	1.96%	349,688	$8.9M
3	CacheTech Inc.	1.90%	386,649	$9.9M
4	Aspetuck Financial Management LLC	0.50%	28,750	$735K
5	Chapman Financial Group, LLC	0.47%	25,481	$651K
6	Piscataqua Savings Bank	0.09%	5,234	$134K
7	Chapin Davis, INC.	0.07%	12,698	$324K
8	Summit Financial, LLC	0.04%	124,597	$3.2M
9	PFS Partners, LLC	0.03%	2,688	$69K
10	CoreCap Advisors, LLC	0.02%	25,554	$653K
11	Lodestar Private Asset Management LLC	0.02%	8,000	$204K
12	Simplicity Wealth,LLC	0.02%	10,747	$275K
13	StoneX Group Inc.	0.01%	8,509	$217K
14	Cdkv Holdings LLC	0.01%	521	$13K
15	Burk Holdings LLC	0.01%	1,065	$27K
16	Atlantic Union Bankshares Corp	0.01%	21,511	$550K
17	Private Wealth Asset Management, LLC	0.01%	3,546	$91K
18	Cliftonlarsonallen Wealth Advisors, LLC	0.01%	25,413	$649K
19	Synergy Investment Management, LLC	0.01%	777	$20K
20	Hoey Investments, Inc	0.01%	1,591	$41K
21	Gill Capital Partners, LLC	0.00%	676	$17K
22	Creative Capital Management Investments LLC	0.00%	655	$17K
23	Key Capital Management, INC	0.00%	195	$5K
24	Mercer Global Advisors Inc /Adv	0.00%	67,329	$1.7M
25	Portus Wealth Advisors, LLC	0.00%	59	$2K

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 (SMBS)

What does the Smart Money Trend signal show for SMBS?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SMBS 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 SMBS?

Slight buying edge — 59% buying: Last quarter: 48 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMBS holders?

Elite ownership — 99% AUM from top-100 funds: 16 of 75 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in SMBS. 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 SMBS?

Mostly new holders — 73% entered in last year: Only 0 funds (0%) 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 (SMBS) following the 2026 Q1 hedge fund 13F filings?

As of today, SMBS has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.9%. Since the quarter end (March 31, 2026), SMBS has gained -0.4% 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 (SMBS)

Smart Money Signals — SMBS

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +1400% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 73% entered in last year

Steady discovery — ~25 new funds/quarter

Early stage — 99% of holders entered in last year

Elite ownership — 99% AUM from top-100 funds

Institutional Sentiment Summary — SMBS

Hedge Fund Ownership: SMBS

Market Analysis: SMBS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SMBS

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

Hedge Fund Positioning: SMBS

Statistics: SMBS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Schwab Strategic Tr (SMBS)

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