Schwab US Broad Market ETF
SCHB
669 hedge funds and large institutions have $5.57B invested in Schwab US Broad Market ETF in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 206 increasing their positions, 311 reducing their positions, and 34 closing their positions.
231% more call options, than puts
Call options by funds: $9.4M | Put options by funds: $2.84M
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
3% more capital invested
Capital invested by funds: $5.4B → $5.57B (+$165M)
1% more funds holding
Funds holding: 665 → 669 (+4)
6% less funds holding in top 10
Funds holding in top 10: 100 → 94 (-6)
7.54% less ownership
Funds ownership: 222.18% → 214.63% (-7.5%)
34% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 311
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
JBJ Investment Partners
Charleston,
South Carolina
|
+$33.3M |
| 2 |
AP
Agilis Partners
Waltham,
Massachusetts
|
+$18.5M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$15.6M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$4.79M |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
tru Independence
Portland,
Oregon
|
-$55.5M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$54.9M |
| 3 |
Betterment LLC
New York
|
-$39.4M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$34.5M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$17.9M |
SCHB Hedge Fund Activity: Q3 2020 in Review
669 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2020, worth a combined $5.57B — up 3.1% from $5.4B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHB positions and 34 closed out — a net gain of 16 holders — while 206 added to existing stakes and 311 trimmed.
The largest buyer was JBJ Investment Partners, adding an estimated $33.3M. The largest seller was tru Independence, cutting an estimated $55.5M.
- 669 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2020, up from 665 in Q2 2020.
- Funds reported $5.57B of Schwab US Broad Market ETF stock for Q3 2020, up 3.1% quarter-over-quarter.
- 50 funds opened new Schwab US Broad Market ETF positions in Q3 2020 and 34 closed out, a net change of +16 holders.
- The largest Schwab US Broad Market ETF buyer in Q3 2020 was JBJ Investment Partners, an estimated $33.3M added.
- The largest Schwab US Broad Market ETF seller in Q3 2020 was tru Independence, an estimated $55.5M sold.
Based on aggregated 13F filings for Q3 2020.