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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
BWA
476
Burt Wealth Advisors
Maryland
$196K
FRA
477
Front Row Advisors
California
$193K +$2.08K +180 +1%
HI
478
Human Investing
Oregon
$193K +$7.76K +672 +4%
MA
479
MUFG Americas
New York
$189K +$69.4K +6,012 +60%
Bank of Montreal
480
Bank of Montreal
Ontario, Canada
$188K +$25.8K +2,238 +16%
TRCT
481
Tower Research Capital (TRC)
New York
$170K +$167K +14,502 New
CAL
482
Capital Analysts LLC
Pennsylvania
$165K +$31.6K +2,736 +24%
AWM
483
Apollon Wealth Management
South Carolina
$160K -$52.2K -4,518 -25%
VFA
484
Valeo Financial Advisors
Indiana
$159K +$7.28K +630 +5%
IRC
485
Investors Research Corp
Georgia
$149K +$139 +12 +0.1%
FCA
486
FinTrust Capital Advisors
South Carolina
$146K
GWA
487
Guidant Wealth Advisors
Illinois
$145K
DAM
488
Delta Asset Management
Tennessee
$141K -$34.6K -3,000 -20%
TWA
489
TCI Wealth Advisors
Arizona
$138K -$3.05K -264 -2%
Simplex Trading
490
Simplex Trading
Illinois
$134K -$26.8K -2,322 -17%
JWM
491
Janiczek Wealth Management
Colorado
$128K +$39.4K +3,414 +46%
UBS AM
492
UBS AM
Illinois
$126K +$73.4K +6,354 +147%
AIM
493
Anchor Investment Management
South Carolina
$125K +$5.89K +510 +5%
SIM
494
Sonora Investment Management
Arizona
$119K -$77.4K -6,702 -40%
EI
495
Ellevest Inc
New York
$118K
DOA
496
D'Orazio & Associates
Virginia
$117K
RWA
497
Ropes Wealth Advisors
Massachusetts
$117K
LFG
498
Larson Financial Group
Missouri
$116K +$7.34K +636 +7%
AIM
499
Acropolis Investment Management
Missouri
$115K
SIAP
500
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K

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.