Schwab US Broad Market ETF
SCHB
776 hedge funds and large institutions have $7.39B invested in Schwab US Broad Market ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 289 increasing their positions, 285 reducing their positions, and 28 closing their positions.
182% more call options, than puts
Call options by funds: $8.42M | Put options by funds: $2.99M
121% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 28
8% more capital invested
Capital invested by funds: $6.83B → $7.39B (+$562M)
4% more funds holding
Funds holding: 748 → 776 (+28)
1% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 285
3% less funds holding in top 10
Funds holding in top 10: 105 → 102 (-3)
2.92% less ownership
Funds ownership: 210.7% → 207.78% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$72M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53.6M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$26.5M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$19M |
| 5 |
SFS
Summit Financial Strategies
Columbus,
Ohio
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$68.8M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$28.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$26.3M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$24.4M |
| 5 |
Betterment LLC
New York
|
-$16.7M |
SCHB Hedge Fund Activity: Q2 2021 in Review
776 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2021, worth a combined $7.39B — up 8.2% from $6.83B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SCHB positions and 28 closed out — a net gain of 34 holders — while 289 added to existing stakes and 285 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $72M. The largest seller was Milliman Financial Risk Management, cutting an estimated $68.8M.
- 776 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2021, up from 748 in Q1 2021.
- Funds reported $7.39B of Schwab US Broad Market ETF stock for Q2 2021, up 8.2% quarter-over-quarter.
- 62 funds opened new Schwab US Broad Market ETF positions in Q2 2021 and 28 closed out, a net change of +34 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2021 was Wealthfront Advisers, an estimated $72M added.
- The largest Schwab US Broad Market ETF seller in Q2 2021 was Milliman Financial Risk Management, an estimated $68.8M sold.
Based on aggregated 13F filings for Q2 2021.