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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$233M |
| 2 |
Betterment LLC
New York
|
+$232M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$53.3M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$52.7M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$265M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$52.3M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$37.4M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$11.5M |
| 5 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$10.8M |
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.