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Schwab US Broad Market ETF

583 hedge funds and large institutions have $6.16B invested in Schwab US Broad Market ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,333% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $15K

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

36% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 183

9% more capital invested

Capital invested by funds: $5.64B → $6.16B (+$514M)

4% more funds holding

Funds holding: 558583 (+25)

2.54% more ownership

Funds ownership: 239.09%241.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 9595 (0)

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.66%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.06%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.46M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
76
Brouwer & Janachowski
California
$13.2M -$408K -35,358 -3%
PAM
77
Pegasus Asset Management
New York
$11.8M +$60.2K +5,214 +0.5%
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$10.9M -$497K -43,044 -4%
IAS
79
IMA Advisory Services
Colorado
$10.2M -$1.21M -104,592 -11%
GFS
80
GYL Financial Synergies
Connecticut
$9.59M +$2.28M +197,700 +32%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$9.5M +$653K +56,568 +8%
HSA
82
HBK Sorce Advisory
Pennsylvania
$9.39M +$740K +64,074 +9%
JWS
83
Juncture Wealth Strategies
Arizona
$8.96M +$2.79M +241,902 +46%
FSA
84
Financial Services Advisory
Maryland
$8.83M -$9.15M -792,336 -51%
Creative Planning
85
Creative Planning
Kansas
$8.24M +$1.62M +140,238 +25%
BlackRock
86
BlackRock
New York
$8.14M -$649K -56,220 -8%
FI
87
FormulaFolio Investments
Michigan
$8.1M -$515K -44,568 -6%
SHJ
88
Sharkey, Howes & Javer
Colorado
$8.05M +$259K +22,428 +3%
AWMG
89
Alliance Wealth Management Group
New Jersey
$8M +$1.6M +138,948 +26%
TCM
90
Towercrest Capital Management
Pennsylvania
$8M +$1.6M +138,948 +26%
Jane Street
91
Jane Street
New York
$7.96M +$7.81M +676,746 New
SFSG
92
Stearns Financial Services Group
North Carolina
$7.77M -$306K -26,508 -4%
MAS
93
Madden Advisory Services
Florida
$7.77M -$2.21M -191,400 -22%
TFF
94
The Family Firm
Maryland
$7.69M -$5.96K -516 -0.1%
TA
95
Trellis Advisors
Washington
$7.61M -$147K -12,768 -2%
AA
96
Apriem Advisors
California
$7.53M +$98K +8,490 +1%
SWM
97
SigFig Wealth Management
California
$7.41M +$158K +13,674 +2%
AIA
98
Arcadia Investment Advisors
Idaho
$7.37M -$206K -17,880 -3%
OFW
99
Omnia Family Wealth
Florida
$7.34M -$24.1K -2,088 -0.3%
OIA
100
OneDigital Investment Advisors
Kansas
$7.34M -$17.5M -1,513,026 -71%

SCHB Hedge Fund Activity: Q2 2019 in Review

583 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2019, worth a combined $6.16B — up 9.1% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SCHB positions and 25 closed out — a net gain of 31 holders — while 249 added to existing stakes and 183 trimmed.

The largest buyer was UBS Group, adding an estimated $185M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $72.9M.

  • 583 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2019, up from 558 in Q1 2019.
  • Funds reported $6.16B of Schwab US Broad Market ETF stock for Q2 2019, up 9.1% quarter-over-quarter.
  • 56 funds opened new Schwab US Broad Market ETF positions in Q2 2019 and 25 closed out, a net change of +31 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2019 was UBS Group, an estimated $185M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2019.