Schwab US Broad Market ETF
SCHB
443 hedge funds and large institutions have $4.02B invested in Schwab US Broad Market ETF in 2018 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 217 increasing their positions, 116 reducing their positions, and 33 closing their positions.
90% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $593K
87% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 116
39% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 33
5% more funds holding in top 10
Funds holding in top 10: 61 → 64 (+3)
3% more funds holding
Funds holding: 432 → 443 (+11)
5% less capital invested
Capital invested by funds: $4.24B → $4.02B (-$219M)
15.07% less ownership
Funds ownership: 224.29% → 209.22% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$130M |
| 2 |
Betterment LLC
New York
|
+$53M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$21.4M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$7.69M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$291M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$49.6M |
| 3 |
S
Schroders
London,
United Kingdom
|
-$43.8M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$23.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.4M |
SCHB Hedge Fund Activity: Q1 2018 in Review
443 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2018, worth a combined $4.02B — down 5.2% from $4.24B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCHB positions and 33 closed out — a net gain of 13 holders — while 217 added to existing stakes and 116 trimmed.
The largest buyer was Wealthfront, adding an estimated $130M. The largest seller was Milliman Financial Risk Management, cutting an estimated $291M.
- 443 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2018, up from 432 in Q4 2017.
- Funds reported $4.02B of Schwab US Broad Market ETF stock for Q1 2018, down 5.2% quarter-over-quarter.
- 46 funds opened new Schwab US Broad Market ETF positions in Q1 2018 and 33 closed out, a net change of +13 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2018 was Wealthfront, an estimated $130M added.
- The largest Schwab US Broad Market ETF seller in Q1 2018 was Milliman Financial Risk Management, an estimated $291M sold.
Based on aggregated 13F filings for Q1 2018.