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Schwab US Broad Market ETF
SCHB

537 hedge funds and large institutions have $4.58B invested in Schwab US Broad Market ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 243 increasing their positions, 119 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

448% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $289K

163% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 41

104% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 119

33.94% more ownership

Funds ownership: 207.1% → 241.05% (+34%)

33% more funds holding in top 10

Funds holding in top 10: 66 → 88 (+22)

13% more funds holding

Funds holding: 475 → 537 (+62)

2% less capital invested

Capital invested by funds: $4.68B → $4.58B (-$104M)

Holders
537
Holders Change
+62
Holders Change %
+13.05%
% of All Funds
11.97%
Holding in Top 10
88
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.33%
% of All Funds
1.96%
New
108
Increased
243
Reduced
119
Closed
41
Calls
$1.58M
Puts
$289K
Net Calls
+$1.3M
Net Calls Change
+$389K

Top Buyers

1
ACA
Ackerman Capital Advisors
Texas
+$233M
2
Betterment LLC
Betterment LLC
New York
+$232M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$53.3M
4
PPA
Parametric Portfolio Associates
Washington
+$52.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$35.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$265M
2
TIM
Total Investment Management
Arizona
-$52.3M
3
CAI
Capital Advisors Inc
Oklahoma
-$37.4M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$11.5M
5
PA
Planning Alternatives
Michigan
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$10.6M -$7.86M -726,696 -41%
Wells Fargo
77
Wells Fargo
California
$10.4M -$4.92M -454,584 -30%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$10.3M +$9.69M +895,794 +1,352%
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$10.2M -$1.52M -140,748 -12%
FI
80
FormulaFolio Investments
Michigan
$9.83M – – –
PAM
81
Pegasus Asset Management
New York
$9.82M +$499K +46,164 +5%
GBBWRPM
82
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9.81M +$10.6M +981,978 New
FBFS
83
First Business Financial Services
Wisconsin
$9.04M +$9.79M +905,334 New
IAS
84
IMA Advisory Services
Colorado
$8.79M -$70.5K -6,522 -0.7%
UWM
85
USAdvisors Wealth Management
Minnesota
$8.77M +$224K +20,742 +2%
MAS
86
Madden Advisory Services
Florida
$8.51M +$23.9K +2,208 +0.3%
BlackRock
87
BlackRock
New York
$8.45M +$698K +64,596 +8%
Jane Street
88
Jane Street
New York
$8.36M -$2.03M -187,962 -18%
Morgan Stanley
89
Morgan Stanley
New York
$8.3M +$1.38M +127,416 +18%
IA
90
IFP Advisors
Florida
$8.16M -$5.36M -496,026 -38%
AIA
91
Arcadia Investment Advisors
Idaho
$7.11M +$7.51M +694,980 +4,077%
NSG
92
Nalls Sherbakoff Group
Tennessee
$7.05M +$7.63M +705,750 New
TA
93
Trellis Advisors
Washington
$7.02M +$4.67M +431,754 +160%
SFSG
94
Stearns Financial Services Group
North Carolina
$6.53M +$2.17M +200,712 +44%
TFF
95
The Family Firm
Maryland
$6.52M +$1.2M +111,306 +21%
HSA
96
HBK Sorce Advisory
Pennsylvania
$6.37M +$3.58M +330,666 +108%
SWM
97
SigFig Wealth Management
California
$6.32M +$118K +10,944 +2%
PS
98
Portfolio Solutions
Michigan
$6.31M +$2.76M +255,684 +68%
OA
99
Opes Advisors
California
$6.31M +$638K +59,034 +10%
LWMT
100
Legacy Wealth Management (Tennessee)
Tennessee
$6.24M +$6.38M +589,668 +1,673%
2 3
4
5 6

SCHB Hedge Fund Activity: Q4 2018 in Review

537 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2018, worth a combined $4.58B — down 2.2% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SCHB positions and 41 closed out — a net gain of 67 holders — while 243 added to existing stakes and 119 trimmed.

The largest buyer was Ackerman Capital Advisors, opening a new position worth an estimated $233M. The largest seller was Milliman Financial Risk Management, cutting an estimated $265M.

  • 537 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2018, up from 475 in Q3 2018.
  • Funds reported $4.58B of Schwab US Broad Market ETF stock for Q4 2018, down 2.2% quarter-over-quarter.
  • 108 funds opened new Schwab US Broad Market ETF positions in Q4 2018 and 41 closed out, a net change of +67 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2018 was Ackerman Capital Advisors, an estimated $233M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2018 was Milliman Financial Risk Management, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2018.