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Schwab US Broad Market ETF
SCHB

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 14

388% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $219K

100% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 95

21% more funds holding

Funds holding: 356 → 432 (+76)

20% more funds holding in top 10

Funds holding in top 10: 51 → 61 (+10)

10% more capital invested

Capital invested by funds: $3.86B → $4.24B (+$378M)

3.03% more ownership

Funds ownership: 221.26% → 224.29% (+3%)

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.8%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.38%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
Wealthfront
California
+$14.4M
2
Jane Street
Jane Street
New York
+$13.9M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$11.7M
4
LPL Financial
LPL Financial
California
+$8.08M
5
TSS
Two Sigma Securities
New York
+$4.62M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$35.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.1M
3
HP
HT Partners
Connecticut
-$17.8M
4
Betterment LLC
Betterment LLC
New York
-$3.71M
5
SIA
Starfire Investment Advisers
Michigan
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
76
Asset Dedication LLC
California
$6.04M -$115K -10,980 -2%
SAMC
77
Spectrum Asset Management (California)
California
$5.94M +$65.1K +6,210 +1%
PP
78
PrairieView Partners
Minnesota
$5.85M +$5.7M +543,756 New
SBL
79
Sargent Bickham Lagudis
Colorado
$5.77M -$183K -17,418 -3%
SFSG
80
Stearns Financial Services Group
North Carolina
$5.57M -$397K -37,824 -7%
FI
81
FormulaFolio Investments
Michigan
$5.55M -$239K -22,794 -4%
AWA
82
Alaska Wealth Advisors
Alaska
$5.45M +$5.32M +507,204 New
HCM
83
Hengehold Capital Management
Ohio
$5.29M -$30.2K -2,880 -0.6%
PFM
84
Peak Financial Management
Massachusetts
$5.07M +$279K +26,646 +6%
LCC
85
Lincoln Capital Corp
Rhode Island
$5.05M -$263K -25,068 -5%
IA
86
IndexIQ Advisors
New York
$5.03M -$220K -21,024 -4%
OA
87
Opes Advisors
California
$5.02M +$116K +11,058 +2%
TPW
88
Tiller Private Wealth
Pennsylvania
$4.98M -$126K -12,060 -3%
TP
89
Truvvo Partners
New York
$4.95M – – –
WKWM
90
Walter & Keenan Wealth Management
Indiana
$4.84M +$14.5K +1,386 +0.3%
SC
91
Savant Capital
Illinois
$4.6M +$174K +16,602 +4%
ACM
92
AlphaStar Capital Management
North Carolina
$4.37M +$2.22M +211,290 +108%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$4.26M +$4.15M +396,138 New
RC
94
Roundview Capital
New Jersey
$4.23M +$227K +21,648 +6%
AOWM
95
Alpha Omega Wealth Management
Virginia
$4.22M +$14.2K +1,356 +0.3%
PPA
96
Parametric Portfolio Associates
Washington
$4.13M +$4.02M +383,556 New
SP
97
Successful Portfolios
Florida
$4.09M +$3.99M +380,202 New
WC
98
Westwind Capital
New Mexico
$4.03M +$3.93M +375,000 New
AWMG
99
Alliance Wealth Management Group
New Jersey
$3.96M -$3.11M -297,024 -45%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$3.93M +$528K +50,394 +16%
2 3
4
5 6

SCHB Hedge Fund Activity: Q4 2017 in Review

432 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2017, worth a combined $4.24B — up 9.8% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHB positions and 14 closed out — a net gain of 79 holders — while 190 added to existing stakes and 95 trimmed.

The largest buyer was Wealthfront, adding an estimated $14.4M. The largest seller was Milliman Financial Risk Management, cutting an estimated $35.4M.

  • 432 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2017, up from 356 in Q3 2017.
  • Funds reported $4.24B of Schwab US Broad Market ETF stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 93 funds opened new Schwab US Broad Market ETF positions in Q4 2017 and 14 closed out, a net change of +79 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2017 was Wealthfront, an estimated $14.4M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2017 was Milliman Financial Risk Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2017.