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Schwab US Broad Market ETF
SCHB

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 14

388% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $219K

100% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 95

21% more funds holding

Funds holding: 356 → 432 (+76)

20% more funds holding in top 10

Funds holding in top 10: 51 → 61 (+10)

10% more capital invested

Capital invested by funds: $3.86B → $4.24B (+$378M)

3.03% more ownership

Funds ownership: 221.26% → 224.29% (+3%)

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.8%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.38%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
Wealthfront
California
+$14.4M
2
Jane Street
Jane Street
New York
+$13.9M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$11.7M
4
LPL Financial
LPL Financial
California
+$8.08M
5
TSS
Two Sigma Securities
New York
+$4.62M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$35.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.1M
3
HP
HT Partners
Connecticut
-$17.8M
4
Betterment LLC
Betterment LLC
New York
-$3.71M
5
SIA
Starfire Investment Advisers
Michigan
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
251
REDW Wealth
New Mexico
$518K +$65.7K +6,264 +15%
OCM
252
One Capital Management
California
$514K -$5.79K -552 -1%
MIA
253
MainStreet Investment Advisors
Illinois
$511K +$498K +47,496 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$511K – – –
AWS
255
AJ Wealth Strategies
New York
$507K +$158K +15,108 +47%
PWM
256
Perigon Wealth Management
California
$495K +$201K +19,188 +71%
LBC
257
Lowe Brockenbrough & Co
Virginia
$489K +$130K +12,420 +38%
HFA
258
Huber Financial Advisors
Illinois
$486K +$474K +45,198 New
SBSB
259
Sullivan, Bruyette, Speros & Blaney
Virginia
$482K +$26.9K +2,568 +6%
CBA
260
Coastal Bridge Advisors
Connecticut
$480K +$465K +44,328 New
LFS
261
Legacy Financial Strategies
Kansas
$480K +$468K +44,628 New
SFSIG
262
San Francisco Sentry Investment Group
California
$477K +$363K +34,638 +355%
PA
263
Perennial Advisors
New York
$476K +$63.3K +6,036 +16%
IFS
264
Ifrah Financial Services
Arkansas
$467K +$7.99K +762 +2%
HI
265
Hudock Inc
Pennsylvania
$463K +$361K +34,458 +400%
IC
266
Iconiq Capital
California
$462K – – –
PIA
267
Peachtree Investment Advisors
Georgia
$458K +$9.44K +900 +2%
LYV
268
Live Your Vision
Pennsylvania
$453K -$371K -35,412 -47%
LWAC
269
Laurel Wealth Advisors (California)
California
$450K +$147K +13,986 +50%
William Blair & Company
270
William Blair & Company
Illinois
$449K -$50.7K -4,836 -10%
RWM
271
RKL Wealth Management
Pennsylvania
$447K -$142K -13,500 -24%
NDSI
272
Newman Dignan & Sheerar Inc
Rhode Island
$437K -$7.49K -714 -2%
IC
273
InterOcean Capital
Illinois
$433K +$6.79K +648 +2%
Mariner
274
Mariner
Kansas
$431K +$421K +40,122 New
Citadel Advisors
275
Citadel Advisors
Florida
$421K +$410K +39,108 New
9 10
11
12 13

SCHB Hedge Fund Activity: Q4 2017 in Review

432 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2017, worth a combined $4.24B — up 9.8% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHB positions and 14 closed out — a net gain of 79 holders — while 190 added to existing stakes and 95 trimmed.

The largest buyer was Wealthfront, adding an estimated $14.4M. The largest seller was Milliman Financial Risk Management, cutting an estimated $35.4M.

  • 432 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2017, up from 356 in Q3 2017.
  • Funds reported $4.24B of Schwab US Broad Market ETF stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 93 funds opened new Schwab US Broad Market ETF positions in Q4 2017 and 14 closed out, a net change of +79 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2017 was Wealthfront, an estimated $14.4M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2017 was Milliman Financial Risk Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2017.