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Schwab US Broad Market ETF
SCHB

475 hedge funds and large institutions have $4.68B invested in Schwab US Broad Market ETF in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 231 increasing their positions, 125 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $415K

85% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 125

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

9% more capital invested

Capital invested by funds: $4.29B → $4.68B (+$398M)

3% more funds holding

Funds holding: 461 → 475 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 → 66 (0)

2.54% less ownership

Funds ownership: 209.64% → 207.1% (-2.5%)

Holders
475
Holders Change
+14
Holders Change %
+3.04%
% of All Funds
10.86%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.51%
New
42
Increased
231
Reduced
125
Closed
24
Calls
$1.32M
Puts
$415K
Net Calls
+$907K
Net Calls Change
+$106K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.4M
2
A
AdvicePeriod
California
+$12.4M
3
DW
Domani Wealth
Pennsylvania
+$12M
4
UWM
USAdvisors Wealth Management
Minnesota
+$9.88M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$9.24M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$23.2M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
-$18.6M
3
W
Wealthfront
California
-$16.1M
4
Wells Fargo
Wells Fargo
California
-$13M
5
UBS Group
UBS Group
Switzerland
-$8.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hengehold Capital Management
Ohio
$14.8M +$1.85M +160,872 +15%
OIWM
52
OptiFour Integrated Wealth Management
Virginia
$14.5M -$454K -39,420 -3%
RBC
53
Roble Belko & Company
Pennsylvania
$14.4M +$536K +46,482 +4%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$14.3M +$2.65M +229,566 +23%
BJ
55
Brouwer & Janachowski
California
$13.8M -$215K -18,648 -2%
BC
56
Bartlett & Co
Ohio
$13.8M +$162K +14,070 +1%
BCWM
57
Bartlett & Co Wealth Management
Ohio
$13.8M +$162K +14,070 +1%
WAM
58
Watermark Asset Management
California
$13.6M +$34K +2,952 +0.3%
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$13.6M -$225K -19,548 -2%
BCMO
60
Buckingham Capital Management (Ohio)
Ohio
$13.5M +$785K +68,124 +6%
A
61
AdvicePeriod
California
$13.5M +$12.4M +1,076,910 +1,475%
FC
62
Financial Consulate
Maryland
$12.4M -$5.92M -513,288 -33%
WA
63
WBH Advisory
Maryland
$12.2M +$659K +57,204 +6%
Jane Street
64
Jane Street
New York
$12M +$3.22M +279,186 +37%
PAM
65
Pegasus Asset Management
New York
$11M +$953K +82,698 +10%
LFS
66
Legacy Financial Strategies
Kansas
$10.9M +$351K +30,444 +3%
IAS
67
IMA Advisory Services
Colorado
$10.4M -$158K -13,722 -2%
UWM
68
USAdvisors Wealth Management
Minnesota
$10.1M +$9.88M +857,028 New
MAS
69
Madden Advisory Services
Florida
$9.97M +$193K +16,722 +2%
GAM
70
Gemmer Asset Management
California
$9.86M +$753K +65,328 +8%
FI
71
FormulaFolio Investments
Michigan
$9.83M +$173K +15,024 +2%
BlackRock
72
BlackRock
New York
$9.17M -$281K -24,390 -3%
Morgan Stanley
73
Morgan Stanley
New York
$8.25M -$2.24M -194,448 -22%
Creative Planning
74
Creative Planning
Kansas
$7.49M +$2.17M +188,364 +42%
SWM
75
SigFig Wealth Management
California
$7.36M -$274K -23,760 -4%
1 2
3
4 5

SCHB Hedge Fund Activity: Q3 2018 in Review

475 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2018, worth a combined $4.68B — up 9.3% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SCHB positions and 24 closed out — a net gain of 18 holders — while 231 added to existing stakes and 125 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $27.4M. The largest seller was Milliman Financial Risk Management, cutting an estimated $23.2M.

  • 475 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2018, up from 461 in Q2 2018.
  • Funds reported $4.68B of Schwab US Broad Market ETF stock for Q3 2018, up 9.3% quarter-over-quarter.
  • 42 funds opened new Schwab US Broad Market ETF positions in Q3 2018 and 24 closed out, a net change of +18 holders.
  • The largest Schwab US Broad Market ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $27.4M added.
  • The largest Schwab US Broad Market ETF seller in Q3 2018 was Milliman Financial Risk Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2018.