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Schwab US Broad Market ETF
SCHB

537 hedge funds and large institutions have $4.58B invested in Schwab US Broad Market ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 243 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $289K

163% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 41

104% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 119

33.94% more ownership

Funds ownership: 207.1% → 241.05% (+34%)

33% more funds holding in top 10

Funds holding in top 10: 66 → 88 (+22)

13% more funds holding

Funds holding: 475 → 537 (+62)

2% less capital invested

Capital invested by funds: $4.68B → $4.58B (-$104M)

Holders
537
Holders Change
+62
Holders Change %
+13.05%
% of All Funds
11.97%
Holding in Top 10
88
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.33%
% of All Funds
1.96%
New
108
Increased
243
Reduced
119
Closed
41
Calls
$1.58M
Puts
$289K
Net Calls
+$1.3M
Net Calls Change
+$389K

Top Buyers

1
ACA
Ackerman Capital Advisors
Texas
+$233M
2
Betterment LLC
Betterment LLC
New York
+$232M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$53.3M
4
PPA
Parametric Portfolio Associates
Washington
+$52.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$35.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$265M
2
TIM
Total Investment Management
Arizona
-$52.3M
3
CAI
Capital Advisors Inc
Oklahoma
-$37.4M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$11.5M
5
PA
Planning Alternatives
Michigan
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
26
North Star Asset Management
Wisconsin
$27.3M +$656K +60,666 +2%
OAJ
27
Ogorek Anthony Joseph
New York
$27.1M +$2.51M +232,212 +9%
PA
28
Planning Alternatives
Michigan
$26.7M -$10.8M -999,024 -27%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.3M +$4.26M +394,116 +18%
KFA
30
Kays Financial Advisory
Georgia
$25.9M +$2.34M +216,552 +9%
SFS
31
Summit Financial Strategies
Ohio
$25.4M +$1.91M +176,970 +7%
PCA
32
Personal Capital Advisors
California
$24.8M +$26.2M +2,419,230 +3,801%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$24.5M +$847K +78,366 +3%
SFC
34
SYM Financial Corp
Indiana
$24M – – –
AP
35
Agilis Partners
Massachusetts
$23.8M -$3.81M -352,812 -13%
A
36
AdvicePeriod
California
$23M +$12.4M +1,148,190 +100%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$20M +$3.33M +307,866 +18%
HCM
38
Hengehold Capital Management
Ohio
$19.9M +$7.91M +731,364 +58%
OIA
39
OneDigital Investment Advisors
Kansas
$19.7M +$19.4M +1,789,872 +962%
SFG
40
SNS Financial Group
Minnesota
$18.8M -$760K -70,332 -4%
VNA
41
Valley National Advisers
Pennsylvania
$18.5M +$17.6M +1,625,016 +716%
TWM
42
Tanglewood Wealth Management
Texas
$18M +$19M +1,755,876 +3,736%
BL
43
BCWM LLC
Kansas
$17.5M +$1.89M +175,158 New
AAIM
44
Asset Advisors Investment Management
Georgia
$17.5M -$170K -15,720 -0.9%
HWA
45
HHM Wealth Advisors
Tennessee
$17.2M +$18.6M +1,720,830 New
SA
46
Strategic Advisors
New York
$17.1M -$1.43M -132,282 -7%
CCA
47
Cobblestone Capital Advisors
New York
$16.4M +$2.98M +275,928 +20%
FNC
48
First National Corp
Massachusetts
$16.4M +$17.7M +1,637,958 New
LPL Financial
49
LPL Financial
California
$16.4M +$3.1M +286,716 +21%
HighTower Advisors
50
HighTower Advisors
Illinois
$16.1M +$1.55M +143,772 +10%
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SCHB Hedge Fund Activity: Q4 2018 in Review

537 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2018, worth a combined $4.58B — down 2.2% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SCHB positions and 41 closed out — a net gain of 67 holders — while 243 added to existing stakes and 119 trimmed.

The largest buyer was Ackerman Capital Advisors, opening a new position worth an estimated $233M. The largest seller was Milliman Financial Risk Management, cutting an estimated $265M.

  • 537 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2018, up from 475 in Q3 2018.
  • Funds reported $4.58B of Schwab US Broad Market ETF stock for Q4 2018, down 2.2% quarter-over-quarter.
  • 108 funds opened new Schwab US Broad Market ETF positions in Q4 2018 and 41 closed out, a net change of +67 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2018 was Ackerman Capital Advisors, an estimated $233M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2018.