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Schwab US Broad Market ETF
SCHB

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: 558 → 583 (+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: 95 → 95 (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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$185M
2
TIM
Total Investment Management
Arizona
+$54M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$43.3M
4
CAI
Capital Advisors Inc
Oklahoma
+$40.6M
5
Betterment LLC
Betterment LLC
New York
+$24.9M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$72.9M
2
MFRM
Milliman Financial Risk Management
Illinois
-$46.9M
3
Goldman Sachs
Goldman Sachs
New York
-$36.5M
4
OIA
OneDigital Investment Advisors
Kansas
-$17.5M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
251
Phocas Financial Corp
California
$1.33M – – –
GIP
252
Granite Investment Partners
California
$1.32M +$41.6K +3,600 +3%
CFA
253
Capstone Financial Advisors
Illinois
$1.31M +$346 +30 +0%
BIA
254
Bigelow Investment Advisors
Maine
$1.31M +$8.94K +774 +0.7%
PAMG
255
Patton Albertson Miller Group
Tennessee
$1.29M +$1.28M +110,910 New
SIAS
256
Shine Investment Advisory Services
Colorado
$1.28M +$3.53K +306 +0.3%
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$262K +22,704 +26%
V
258
Veritable
Delaware
$1.26M +$554 +48 +0%
EWM
259
Empirical Wealth Management
Washington
$1.25M +$147K +12,714 +14%
GCA
260
Gradient Capital Advisors
California
$1.22M +$970 +84 +0.1%
AMG
261
Asset Management Group
Connecticut
$1.22M -$345K -29,898 -22%
DP
262
Denver PWM
Colorado
$1.21M +$15.3K +1,326 +1%
CG
263
Colony Group
Massachusetts
$1.21M +$362K +31,350 +44%
SCM
264
SOL Capital Management
Maryland
$1.21M +$7.41K +642 +0.6%
BWP
265
BSW Wealth Partners
Colorado
$1.2M +$46.1K +3,990 +4%
PIM
266
Penobscot Investment Management
Massachusetts
$1.2M -$6.03K -522 -0.5%
RBFC
267
Roman Butler Fullerton & Co
Missouri
$1.19M – – –
GLA
268
Good Life Advisors
Pennsylvania
$1.18M – – –
DSN
269
D. Scott Neal
Kentucky
$1.16M +$32.6K +2,820 +3%
WPA
270
West Paces Advisors
Georgia
$1.13M -$61K -5,280 -5%
SBA
271
Secrest Blakey & Associates
North Carolina
$1.11M +$11.8K +1,026 +1%
SIC
272
Sigma Investment Counselors
Michigan
$1.11M +$64.4K +5,580 +6%
SFA
273
Sequoia Financial Advisors
Ohio
$1.11M +$805K +69,690 +280%
SWM
274
Segment Wealth Management
Texas
$1.1M +$78.6K +6,810 +8%
AEPG
275
American Economic Planning Group
New Jersey
$1.1M +$215K +18,648 +25%
9 10
11
12 13

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.