Schwab US Broad Market ETF
SCHB
203 hedge funds and large institutions have $1.08B invested in Schwab US Broad Market ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 44 reducing their positions, and 14 closing their positions.
432% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $225K
132% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 44
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
3% more funds holding
Funds holding: 198 → 203 (+5)
2% less capital invested
Capital invested by funds: $1.1B → $1.08B (-$18.7M)
2.57% less ownership
Funds ownership: 133.13% → 130.55% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$13.9M |
| 2 |
Betterment LLC
New York
|
+$9.88M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$9.2M |
| 4 |
AI
Accredited Investors
Edina,
Minnesota
|
+$8.54M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$56.5M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$9.91M |
| 3 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
-$6.43M |
| 4 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$4.49M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.82M |
SCHB Hedge Fund Activity: Q2 2015 in Review
203 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2015, worth a combined $1.08B — down 1.7% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHB positions and 14 closed out — a net gain of 7 holders — while 102 added to existing stakes and 44 trimmed.
The largest buyer was Wealthfront, adding an estimated $13.9M. The largest seller was Bessemer Group, exiting entirely with an estimated $56.5M sold.
- 203 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2015, up from 198 in Q1 2015.
- Funds reported $1.08B of Schwab US Broad Market ETF stock for Q2 2015, down 1.7% quarter-over-quarter.
- 21 funds opened new Schwab US Broad Market ETF positions in Q2 2015 and 14 closed out, a net change of +7 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2015 was Wealthfront, an estimated $13.9M added.
- The largest Schwab US Broad Market ETF seller in Q2 2015 was Bessemer Group, an estimated $56.5M sold.
Based on aggregated 13F filings for Q2 2015.