Schwab US Broad Market ETF
SCHB
665 hedge funds and large institutions have $5.4B invested in Schwab US Broad Market ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 227 increasing their positions, 283 reducing their positions, and 48 closing their positions.
105% more call options, than puts
Call options by funds: $4.25M | Put options by funds: $2.07M
42% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 48
10% more capital invested
Capital invested by funds: $4.9B → $5.4B (+$500M)
2% more funds holding
Funds holding: 651 → 665 (+14)
0% more funds holding in top 10
Funds holding in top 10: 100 → 100 (0)
20% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 283
49.53% less ownership
Funds ownership: 271.7% → 222.18% (-50%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
tru Independence
Portland,
Oregon
|
+$54.4M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$38M |
| 3 |
CC
Callan Capital
La Jolla,
California
|
+$36M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16M |
| 5 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$970M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$237M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$212M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$52.3M |
| 5 |
Betterment LLC
New York
|
-$47.5M |
SCHB Hedge Fund Activity: Q2 2020 in Review
665 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2020, worth a combined $5.4B — up 10% from $4.9B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SCHB positions and 48 closed out — a net gain of 20 holders — while 227 added to existing stakes and 283 trimmed.
The largest buyer was tru Independence, opening a new position worth an estimated $54.4M. The largest seller was Osaic Holdings, cutting an estimated $970M.
- 665 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2020, up from 651 in Q1 2020.
- Funds reported $5.4B of Schwab US Broad Market ETF stock for Q2 2020, up 10% quarter-over-quarter.
- 68 funds opened new Schwab US Broad Market ETF positions in Q2 2020 and 48 closed out, a net change of +20 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2020 was tru Independence, an estimated $54.4M added.
- The largest Schwab US Broad Market ETF seller in Q2 2020 was Osaic Holdings, an estimated $970M sold.
Based on aggregated 13F filings for Q2 2020.