Schwab US Broad Market ETF
SCHB
733 hedge funds and large institutions have $6.38B invested in Schwab US Broad Market ETF in 2020 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 251 increasing their positions, 277 reducing their positions, and 27 closing their positions.
278% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 27
109% more call options, than puts
Call options by funds: $6.55M | Put options by funds: $3.14M
15% more capital invested
Capital invested by funds: $5.57B → $6.38B (+$811M)
12% more funds holding in top 10
Funds holding in top 10: 94 → 105 (+11)
10% more funds holding
Funds holding: 669 → 733 (+64)
9% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 277
2.81% less ownership
Funds ownership: 214.63% → 211.82% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$42.1M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$21.8M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$12.6M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$11.6M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$80.8M |
| 2 |
Betterment LLC
New York
|
-$25.1M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$20.8M |
| 4 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
-$17.4M |
| 5 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$8.67M |
SCHB Hedge Fund Activity: Q4 2020 in Review
733 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2020, worth a combined $6.38B — up 15% from $5.57B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SCHB positions and 27 closed out — a net gain of 75 holders — while 251 added to existing stakes and 277 trimmed.
The largest buyer was Total Investment Management, adding an estimated $42.1M. The largest seller was UBS Group, cutting an estimated $80.8M.
- 733 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2020, up from 669 in Q3 2020.
- Funds reported $6.38B of Schwab US Broad Market ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 102 funds opened new Schwab US Broad Market ETF positions in Q4 2020 and 27 closed out, a net change of +75 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2020 was Total Investment Management, an estimated $42.1M added.
- The largest Schwab US Broad Market ETF seller in Q4 2020 was UBS Group, an estimated $80.8M sold.
Based on aggregated 13F filings for Q4 2020.