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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
SWM
101
SeaCrest Wealth Management
New York
$3.91M +$3.81M +363,636 New
BWI
102
Beacon Wealthcare Inc
North Carolina
$3.9M +$3.8M +362,208 New
KM
103
Kalos Management
Georgia
$3.65M +$3.59M +342,276 New
BCI
104
Brinker Capital Investments
Pennsylvania
$3.61M +$151K +14,364 +4%
KFA
105
Kabarec Financial Advisors
Illinois
$3.56M +$3.47M +331,104 New
JWS
106
Juncture Wealth Strategies
Arizona
$3.49M -$809K -77,184 -19%
WCM
107
Whitener Capital Management
North Carolina
$3.44M +$3.36M +320,436 New
CHA
108
Carmichael Hill & Associates
Maryland
$3.41M +$3.32M +316,770 New
TFF
109
The Family Firm
Maryland
$3.36M -$40.1K -3,822 -1%
JFG
110
JMG Financial Group
Illinois
$3.36M +$70.3K +6,708 +2%
Creative Planning
111
Creative Planning
Kansas
$3.29M +$45.8K +4,368 +1%
PWSG
112
Pacific Wealth Strategies Group
California
$3.22M +$3.14M +299,532 New
LRPA
113
L. Roy Papp & Associates
Arizona
$3.2M +$3.12M +297,552 New
SFM
114
Signature Financial Management
Virginia
$3.15M -$206K -19,638 -6%
MWM
115
MinichMacGregor Wealth Management
New York
$3.12M +$162K +15,432 +6%
BAS
116
Brown Advisory Securities
Maryland
$3.08M – – –
MPI
117
Mairs & Power Inc
Minnesota
$2.93M – – –
FG
118
Fiduciary Group
Georgia
$2.9M -$69K -6,576 -2%
BCM
119
Boltwood Capital Management
California
$2.89M +$39K +3,720 +1%
BCM
120
Breiter Capital Management
Florida
$2.76M +$2.69M +256,614 New
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.71M +$147K +14,052 +6%
SAM
122
Sawgrass Asset Management
Florida
$2.71M – – –
DWM
123
Destination Wealth Management
California
$2.68M +$186K +17,766 +8%
BAM
124
Belpointe Asset Management
Nevada
$2.64M +$1.68M +160,488 +188%
AA
125
Apriem Advisors
California
$2.54M -$105K -9,978 -4%
3 4
5
6 7

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.