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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
SWM
276
SVA Wealth Management
Wisconsin
$1.1M +$1.32K +114 +0.1%
WWM
277
Western Wealth Management
Colorado
$1.08M – – –
PA
278
Pinnacle Associates
New York
$1.07M -$43.2K -3,744 -4%
BPA
279
Beacon Pointe Advisors
California
$1.06M -$269K -23,322 -21%
AA
280
Ancora Advisors
Ohio
$1.06M -$45K -3,900 -4%
PA
281
PFG Advisors
Arizona
$1.05M +$7.48K +648 +0.7%
TYCC
282
Texas Yale Capital Corp
Florida
$1.05M -$1.03M -89,514 -50%
CAM
283
Carret Asset Management
New York
$1.05M +$61.1K +5,292 +6%
AWA
284
Acorn Wealth Advisors
Michigan
$1.05M -$152K -13,158 -13%
NHC
285
Nicholas Hoffman & Company
Georgia
$1.01M +$3.81K +330 +0.4%
NCM
286
Northwest Capital Management
Oregon
$1.01M +$50K +4,326 +5%
FWP
287
FAS Wealth Partners
Kansas
$1M -$6.79K -588 -0.7%
FWM
288
Focused Wealth Management
New York
$982K +$81.1K +7,020 +9%
LWAC
289
Laurel Wealth Advisors (California)
California
$978K -$8.04K -696 -0.8%
RM
290
Resource Management
Louisiana
$961K – – –
EGWAG
291
Elwood & Goetz Wealth Advisory Group
Georgia
$955K +$89.2K +7,722 +11%
DAS
292
Dynamic Advisor Solutions
Arizona
$952K +$149K +12,864 +19%
VWA
293
VERITY Wealth Advisors
United States
$949K -$69 -6 -0%
DI
294
Diligent Investors
California
$929K +$601K +52,008 +193%
PA
295
Perennial Advisors
New York
$928K +$16K +1,386 +2%
B
296
Bailard
California
$927K -$10.4K -900 -1%
Koshinski Asset Management
297
Koshinski Asset Management
Illinois
$920K -$266K -23,034 -23%
AF
298
Allworth Financial
California
$918K -$12.1K -1,044 -1%
EWM
299
Evermay Wealth Management
Virginia
$863K +$21.3K +1,848 +3%
MML Investors Services
300
MML Investors Services
Massachusetts
$857K -$64.4K -5,580 -7%
10 11
12
13 14

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.