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Schwab US Broad Market ETF

583 hedge funds and large institutions have $6.16B invested in Schwab US Broad Market ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,333% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $15K

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

36% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 183

9% more capital invested

Capital invested by funds: $5.64B → $6.16B (+$514M)

4% more funds holding

Funds holding: 558583 (+25)

2.54% more ownership

Funds ownership: 239.09%241.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 9595 (0)

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.66%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.06%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.46M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cambridge Advisors
Nebraska
$1.61M -$24.8K -2,148 -2%
HFA
227
Huber Financial Advisors
Illinois
$1.55M -$143K -12,384 -9%
ECG
228
Edge Capital Group
Georgia
$1.51M
BF
229
Blankinship & Foster
California
$1.5M -$12.9K -1,116 -0.9%
PA
230
Parallel Advisors
California
$1.49M +$815K +70,542 +125%
NCM
231
Novare Capital Management
North Carolina
$1.48M +$34.9K +3,018 +2%
SCA
232
STALEY CAPITAL ADVISERS
Pennsylvania
$1.48M +$762 +66 +0.1%
PCA
233
Personal Capital Advisors
California
$1.47M +$116K +10,008 +9%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$1.47M +$146K +12,636 +11%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$1.47M
JPLA
236
Joseph P. Lucia & Associates
New York
$1.46M -$72.9M -6,315,768 -98%
AI
237
Atria Investments
North Carolina
$1.45M -$1.07M -92,892 -42%
WIC
238
Woodmont Investment Counsel
Tennessee
$1.45M
ECM
239
Exchange Capital Management
Michigan
$1.44M +$44.1K +3,822 +3%
BAM
240
Baldrige Asset Management
Pennsylvania
$1.44M +$35.1K +3,036 +3%
SBH
241
Segall Bryant & Hamill
Illinois
$1.43M +$6.79K +588 +0.5%
EFS
242
Econ Financial Services
Pennsylvania
$1.42M +$1.4M +121,032 New
MMA
243
Miracle Mile Advisors
California
$1.41M -$43.1K -3,732 -3%
WCM
244
Wealthcare Capital Management
Virginia
$1.41M +$344K +29,820 +33%
HCA
245
Horan Capital Advisors
Ohio
$1.4M +$21.3K +1,842 +2%
PP
246
Palladium Partners
Virginia
$1.39M
PFA
247
Pure Financial Advisors
California
$1.38M -$38.6K -3,342 -3%
MA
248
Mutual Advisors
Nebraska
$1.38M +$180K +15,600 +15%
CWM
249
Cabot Wealth Management
Massachusetts
$1.36M -$19.3K -1,668 -1%
TIA
250
Traphagen Investment Advisors
New Jersey
$1.35M +$7.9K +684 +0.6%

SCHB Hedge Fund Activity: Q2 2019 in Review

583 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2019, worth a combined $6.16B — up 9.1% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SCHB positions and 25 closed out — a net gain of 31 holders — while 249 added to existing stakes and 183 trimmed.

The largest buyer was UBS Group, adding an estimated $185M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $72.9M.

  • 583 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2019, up from 558 in Q1 2019.
  • Funds reported $6.16B of Schwab US Broad Market ETF stock for Q2 2019, up 9.1% quarter-over-quarter.
  • 56 funds opened new Schwab US Broad Market ETF positions in Q2 2019 and 25 closed out, a net change of +31 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2019 was UBS Group, an estimated $185M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2019.