Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schwab Strategic Tr (STCE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
6Q ▲
Buyers last Q
50%

Smart Money Signals — STCE

Based on 66 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added STCE 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
66 hedge funds hold STCE 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 — +113% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+113% 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 — 50% buying

28 buying28 selling
Last quarter: 28 funds bought or added vs 28 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 (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 20 → 24 → 12. 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 — 50% entered in last year

9% conviction (2yr+) 41% medium 50% new
Only 6 funds (9%) 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.
💎

Buying through price weakness — shares -8%, value -39%

Value
-38%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -39%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

17 → 9 → 20 → 24 → 12 new funds/Q
New funds entering each quarter: 9 → 20 → 24 → 12. A growing number of institutions are discovering STCE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 65% of holders entered in last year

12% veterans 24% 1-2yr 65% new
Of 68 current holders: 44 (65%) entered in the past year, only 8 (12%) 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 — 18% AUM from top-100

18% from top-100 AUM funds
10 of 65 holders rank in the top 100 by AUM, but together hold only 18% 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.

Institutional Sentiment Summary — STCE

In 2026 Q1, 28 hedge funds were net buyers of STCE (12 opened a new position, 16 added to an existing one), while 28 reduced or exited (18 trimmed, 10 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: STCE

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

Market Analysis: STCE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STCE

-- --

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

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

Signal Freshness measures how much STCE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 88d ago
STCE
nan%
SPY
+12.4%

STCE outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
STCE
nan%
SPY
-1.1%

Since the filing became public, STCE outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: STCE
66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 64 3.12%
13F Shares 458K 500K -8.49%
Total Value $18M $30M -38.75%
New Positions 12 24 -12
Increased Positions 16 22 -6
Closed Positions 10 5 +5
Reduced Positions 17 5 +12
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: STCE

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Institutional Holders (2026 Q1)

66 + investors

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

QUARTER:
Top 25 STCE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quattro Advisors LLC 1.46% 32,446 $1.7M
2 Global Wealth Strategies & Associates 0.75% 59,003 $3.1M
3 Breakthru Advisory Services, LLC 0.60% 7,185 $373K
4 Strategic Investment Solutions, Inc. /IL 0.05% 3,650 $190K
5 Advyzon Investment Management, LLC 0.04% 9,449 $491K
6 Mattern Wealth Management LLC 0.04% 4,268 $222K
7 Wealth Management Nebraska 0.03% 5,976 $311K
8 Kingswood Wealth Advisors, LLC 0.03% 11,831 $615K
9 4Thought Financial Group Inc. 0.02% 786 $41K
10 Lodestone Wealth Management LLC 0.02% 854 $44K
11 OneAscent Financial Services LLC 0.01% 4,919 $256K
12 AdvisorNet Financial, Inc 0.01% 4,094 $213K
13 Triumph Capital Management 0.01% 923 $48K
14 MCF Advisors LLC 0.01% 3,795 $197K
15 Signature Estate & Investment Advisors LLC 0.01% 7,809 $406K
16 Financial Engines Advisors L.L.C. 0.01% 64,115 $3.3M
17 Orion Porfolio Solutions, LLC 0.00% 10,970 $570K
18 Bernard Wealth Management Corp. 0.00% 180 $9K
19 SJS Investment Consulting Inc. 0.00% 398 $21K
20 Financial Consulate, Inc 0.00% 285 $15K
21 Mml Investors Services, LLC 0.00% 12,687 $659K
22 Birchbrook, INC. 0.00% 71 $4K
23 Spire Wealth Management 0.00% 835 $43K
24 Bogart Wealth, LLC 0.00% 739 $38K
25 International Assets Investment Management, LLC 0.00% 350 $18K
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 (STCE)

What does the Smart Money Trend signal show for STCE?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added STCE 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 STCE?

Slight buying edge — 50% buying: Last quarter: 28 funds bought or added vs 28 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 STCE holders?

Smaller funds dominant — 18% AUM from top-100: 10 of 65 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held STCE?

Mostly new holders — 50% entered in last year: Only 6 funds (9%) 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 (STCE) following the 2026 Q1 hedge fund 13F filings?

As of today, STCE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), STCE has gained nan% vs +12.4% 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.

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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