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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
NNP
301
Nachman Norwood & Parrott
South Carolina
$846K -$19.7K -1,704 -2%
MA
302
MCF Advisors
Kentucky
$846K
Truist Financial
303
Truist Financial
North Carolina
$846K
CI
304
CX Institutional
Indiana
$846K +$147K +12,696 +21%
FF
305
Friedenthal Financial
New Jersey
$845K +$541K +46,836 +187%
VCM
306
Versant Capital Management
Arizona
$844K -$3.88K -336 -0.5%
SWM
307
Stockman Wealth Management
Montana
$841K +$226K +19,578 +38%
FNBOMD
308
First National Bank of Mount Dora
Florida
$839K
KWM
309
Kingsview Wealth Management
Oregon
$823K -$743K -64,350 -48%
RI
310
Ridgewood Investments
New Jersey
$822K
SGCA
311
Steel Grove Capital Advisors
Tennessee
$795K +$4.37K +378 +0.6%
FAIM
312
Financial Advocates Investment Management
Washington
$792K +$523K +45,252 +205%
JWM
313
JFG Wealth Management
Colorado
$789K +$69.5K +6,018 +10%
PIP
314
Peachtree Investment Partners
Florida
$782K -$58.6K -5,076 -7%
WCM
315
Weik Capital Management
Pennsylvania
$761K -$357K -30,930 -32%
SS
316
Simplicity Solutions
Minnesota
$759K -$1.01M -87,822 -58%
IF
317
IRON Financial
Illinois
$758K +$226K +19,542 +41%
FWM
318
Frontier Wealth Management
Missouri
$743K -$68.7K -5,946 -9%
SLA
319
Silver Lake Advisory
Utah
$741K +$4.37K +378 +0.6%
RCA
320
Rowland Carmichael Advisors
Arizona
$732K +$1.94K +168 +0.3%
IC
321
InterOcean Capital
Illinois
$725K +$17.6K +1,524 +3%
CPIG
322
Chicago Partners Investment Group
Illinois
$720K +$136K +11,808 +24%
SMC
323
Smith, Moore & Co
Missouri
$715K +$55.8K +4,836 +9%
TCM
324
Twele Capital Management
Minnesota
$694K +$9.63K +834 +1%
SCP
325
Shorepoint Capital Partners
Massachusetts
$688K -$32.4K -2,802 -5%

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.