We are live on ! Find out more
SCHB icon

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
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$558K
MIA
352
MainStreet Investment Advisors
Illinois
$558K +$548K +47,496 New
EWM
353
Edge Wealth Management
New York
$540K -$2.08K -180 -0.4%
CTA
354
Chesley Taft & Associates
Illinois
$535K +$9.7K +840 +2%
CBA
355
Coastal Bridge Advisors
Connecticut
$518K
CAG
356
Crestwood Advisors Group
Massachusetts
$516K +$13.4K +1,158 +3%
ATC
357
Argent Trust Co
Tennessee
$512K
HWA
358
Heritage Wealth Advisors
Virginia
$506K +$498K +43,086 New
PAA
359
Peregrine Asset Advisers
Oregon
$505K -$35.5K -3,072 -7%
IFS
360
Ifrah Financial Services
Arkansas
$499K +$1.8K +156 +0.4%
GI
361
GS Investments
Minnesota
$498K +$44.3K +3,834 +10%
CWM
362
Cranbrook Wealth Management
Michigan
$496K
PP
363
Pegasus Partners
Wisconsin
$488K
LWMT
364
Legacy Wealth Management (Tennessee)
Tennessee
$487K -$12.9K -1,116 -3%
Stifel Financial
365
Stifel Financial
Missouri
$475K -$43.8K -3,792 -9%
CIC
366
Carnegie Investment Counsel
Ohio
$469K -$29.1K -2,520 -6%
SCA
367
Stonebridge Capital Advisors
Minnesota
$455K
SSI
368
Scott & Selber Inc
Texas
$451K -$350K -30,300 -44%
ZIC
369
ZWJ Investment Counsel
Georgia
$451K +$83K +7,188 +23%
JC
370
Jacobs & Co
California
$447K +$54.9K +4,752 +14%
SBSB
371
Sullivan, Bruyette, Speros & Blaney
Virginia
$446K -$14.3K -1,242 -3%
BFC
372
Bedel Financial Consulting
Indiana
$444K
STMM
373
South Texas Money Management
Texas
$443K +$125K +10,818 +40%
SHA
374
Seneca House Advisors
Virginia
$434K +$26.5K +2,292 +7%
GC
375
Garde Capital
Washington
$425K +$24.2K +2,100 +6%

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.