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Schwab US Broad Market ETF
SCHB

558 hedge funds and large institutions have $5.64B invested in Schwab US Broad Market ETF in 2019 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 269 increasing their positions, 166 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $612K

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

62% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 166

23% more capital invested

Capital invested by funds: $4.58B → $5.64B (+$1.06B)

8% more funds holding in top 10

Funds holding in top 10: 88 → 95 (+7)

4% more funds holding

Funds holding: 537 → 558 (+21)

1.96% less ownership

Funds ownership: 241.05% → 239.09% (-2%)

Holders
558
Holders Change
+21
Holders Change %
+3.91%
% of All Funds
12.08%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.06%
New
64
Increased
269
Reduced
166
Closed
32
Calls
$1.42M
Puts
$612K
Net Calls
+$808K
Net Calls Change
-$488K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$229M
2
UBS Group
UBS Group
Switzerland
+$207M
3
Goldman Sachs
Goldman Sachs
New York
+$21M
4
Mariner
Mariner
Kansas
+$20.1M
5
FSA
Financial Services Advisory
Maryland
+$16.9M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
-$232M
2
PPA
Parametric Portfolio Associates
Washington
-$48.7M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
-$46.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$27.1M
5
PCA
Personal Capital Advisors
California
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
101
Walter & Keenan Wealth Management
Indiana
$6.61M +$1.38M +126,426 +28%
DBRC
102
D.B. Root & Company
Pennsylvania
$6.57M +$89.6K +8,208 +1%
FBFS
103
First Business Financial Services
Wisconsin
$6.44M -$3.69M -337,476 -37%
MWM
104
Meridian Wealth Management
Kentucky
$6.43M -$167K -15,276 -3%
Creative Planning
105
Creative Planning
Kansas
$6.36M +$455K +41,640 +8%
RC
106
Roundview Capital
New Jersey
$6.33M +$835K +76,494 +16%
AWA
107
Alaska Wealth Advisors
Alaska
$6.24M +$399K +36,534 +7%
SAMC
108
Spectrum Asset Management (California)
California
$6.22M +$216K +19,752 +4%
TPW
109
Tiller Private Wealth
Pennsylvania
$6.17M -$191K -17,460 -3%
TCM
110
Towercrest Capital Management
Pennsylvania
$6.15M +$457K +41,856 +8%
AWMG
111
Alliance Wealth Management Group
New Jersey
$6.15M +$457K +41,862 +8%
PP
112
PrairieView Partners
Minnesota
$6.13M +$45.5K +4,164 +0.8%
SP
113
Successful Portfolios
Florida
$6.06M +$658K +60,282 +13%
OWM
114
Opes Wealth Management
California
$6.01M +$5.78M +529,584 New
JWS
115
Juncture Wealth Strategies
Arizona
$5.9M +$2.31M +211,710 +69%
JFG
116
JMG Financial Group
Illinois
$5.84M -$554K -50,760 -9%
FA
117
Fagan Associates
New York
$5.71M +$251K +22,980 +5%
SCA
118
Strategic Capital Advisers
Colorado
$5.71M -$286K -26,172 -5%
PWSG
119
Pacific Wealth Strategies Group
California
$5.67M -$37.3K -3,414 -0.7%
SC
120
Savant Capital
Illinois
$5.19M +$71.3K +6,534 +1%
AF
121
Advisornet Financial
Minnesota
$5.12M -$224K -20,550 -4%
TI
122
Truepoint Inc
Ohio
$4.99M +$4.06K +372 +0.1%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$4.97M +$1.21M +110,724 +34%
IWMA
124
Ironwood Wealth Management (Arizona)
Arizona
$4.91M +$55.9K +5,118 +1%
SWM
125
SeaCrest Wealth Management
New York
$4.83M -$392K -35,910 -8%
3 4
5
6 7

SCHB Hedge Fund Activity: Q1 2019 in Review

558 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2019, worth a combined $5.64B — up 23% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHB positions and 32 closed out — a net gain of 32 holders — while 269 added to existing stakes and 166 trimmed.

The largest buyer was Milliman Financial Risk Management, adding an estimated $229M. The largest seller was Ackerman Capital Advisors, cutting an estimated $232M.

  • 558 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2019, up from 537 in Q4 2018.
  • Funds reported $5.64B of Schwab US Broad Market ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 64 funds opened new Schwab US Broad Market ETF positions in Q1 2019 and 32 closed out, a net change of +32 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2019 was Milliman Financial Risk Management, an estimated $229M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2019 was Ackerman Capital Advisors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2019.