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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
SSB
526
Sandy Spring Bank
Maryland
$56K
WWM
527
Willingdon Wealth Management
North Carolina
$56K
CAC
528
Certified Advisory Corp
Florida
$54K
AIA
529
Armor Investment Advisors
North Carolina
$54K +$42.6K +3,690 +410%
EWM
530
Elmwood Wealth Management
California
$53K
WC
531
Whitnell & Co
Illinois
$49K
SMFS
532
Squar Milner Financial Services
California
$48K -$206K -17,832 -81%
CTC
533
Central Trust Company
Missouri
$48K +$46.8K +4,050 New
AIM
534
Astor Investment Management
Illinois
$44K +$43.5K +3,768 New
JP Morgan Chase
535
JP Morgan Chase
New York
$43K -$36.6K -3,168 -46%
CG
536
Cutler Group
California
$42K +$6.93K +600 +20%
GWS
537
Glassman Wealth Services
Virginia
$42K +$9.56K +828 +30%
LWM
538
Liberty Wealth Management
California
$40K
MCM
539
MV Capital Management
Maryland
$37K
WP
540
WealthShield Partners
North Carolina
$35K
GI
541
Gradient Investments
Minnesota
$35K +$25.2K +2,184 +280%
PO
542
Private Ocean
California
$33K
BCA
543
Berman Capital Advisors
Georgia
$31K
TVWM
544
Tower View Wealth Management
Wisconsin
$30K
EIP
545
Ellis Investment Partners
Pennsylvania
$29K +$28.5K +2,472 New
SPIA
546
Steward Partners Investment Advisory
New York
$26K +$25.6K +2,220 New
PFBT
547
Parkside Financial Bank & Trust
Missouri
$24K -$43.8K -3,792 -65%
YWP
548
YorkBridge Wealth Partners
New York
$24K
FHA
549
Flagship Harbor Advisors
Massachusetts
$22K
SWA
550
Sutton Wealth Advisors
Florida
$21.4K

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.