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Schwab US Broad Market ETF
SCHB

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 14

388% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $219K

100% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 95

21% more funds holding

Funds holding: 356 → 432 (+76)

20% more funds holding in top 10

Funds holding in top 10: 51 → 61 (+10)

10% more capital invested

Capital invested by funds: $3.86B → $4.24B (+$378M)

3.03% more ownership

Funds ownership: 221.26% → 224.29% (+3%)

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.8%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.38%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
Wealthfront
California
+$14.4M
2
Jane Street
Jane Street
New York
+$13.9M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$11.7M
4
LPL Financial
LPL Financial
California
+$8.08M
5
TSS
Two Sigma Securities
New York
+$4.62M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$35.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.1M
3
HP
HT Partners
Connecticut
-$17.8M
4
Betterment LLC
Betterment LLC
New York
-$3.71M
5
SIA
Starfire Investment Advisers
Michigan
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
401
Pacific Center for Financial Services
California
$30K +$11.1K +1,062 +62%
GWS
402
Glassman Wealth Services
Virginia
$30K +$12.1K +1,152 +72%
TVWM
403
Tower View Wealth Management
Wisconsin
$27K +$26.1K +2,490 New
TL
404
TrueWealth LLC
Georgia
$24K +$23.6K +2,250 New
EWM
405
Edge Wealth Management
New York
$22K – – –
GWM
406
Geneos Wealth Management
Colorado
$22K – – –
AIM
407
Advantage Investment Management
Iowa
$21K – – –
YWP
408
YorkBridge Wealth Partners
New York
$21K +$1.45K +138 +8%
MFW
409
Mosaic Family Wealth
Missouri
$20K +$19.2K +1,830 New
HNB
410
Huntington National Bank
Ohio
$19K – – –
TCOV
411
Trust Company of Vermont
Vermont
$13K +$12.3K +1,170 New
JGIA
412
Jackson Grant Investment Advisers
Connecticut
$12K – – –
MCM
413
Manchester Capital Management
Vermont
$11K +$252 +24 +2%
POIA
414
Pin Oak Investment Advisors
Texas
$11K +$10.5K +1,002 New
SWA
415
Sutton Wealth Advisors
Florida
$10.9K -$63 -6 -0.6%
AIA
416
Armor Investment Advisors
North Carolina
$10K – – –
QI
417
QS Investors
New York
$10K – – –
Manulife (Manufacturers Life Insurance)
418
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$5.98K +570 +151%
WC
419
Whitnell & Co
Illinois
$8K – – –
JP Morgan Chase
420
JP Morgan Chase
New York
$8K +$2.89K +276 +65%
GI
421
Gradient Investments
Minnesota
$8K +$8.18K +780 New
WA
422
Winfield Associates
Ohio
$7K – – –
AA
423
Advisory Alpha
Michigan
$6K -$1.24M -118,470 -100%
FA
424
Fagan Associates
New York
$4.41K +$175K +16,704 +4%
SPIA
425
Steward Partners Investment Advisory
New York
$2K – – –
14 15 16
17
18

SCHB Hedge Fund Activity: Q4 2017 in Review

432 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2017, worth a combined $4.24B — up 9.8% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHB positions and 14 closed out — a net gain of 79 holders — while 190 added to existing stakes and 95 trimmed.

The largest buyer was Wealthfront, adding an estimated $14.4M. The largest seller was Milliman Financial Risk Management, cutting an estimated $35.4M.

  • 432 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2017, up from 356 in Q3 2017.
  • Funds reported $4.24B of Schwab US Broad Market ETF stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 93 funds opened new Schwab US Broad Market ETF positions in Q4 2017 and 14 closed out, a net change of +79 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2017 was Wealthfront, an estimated $14.4M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2017 was Milliman Financial Risk Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2017.