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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
GA
151
Gateway Advisory
New Jersey
$3.3M -$475K -41,166 -13%
ZF
152
Zhang Financial
Michigan
$3.27M -$187K -16,182 -5%
ASN
153
Advisory Services Network
Georgia
$3.25M +$1.44M +124,434 +82%
JHCP
154
Jackson Hole Capital Partners
Oklahoma
$3.24M +$321K +27,774 +11%
CG
155
CFO4Life Group
Texas
$3.23M +$12.7K +1,098 +0.4%
MPI
156
Mairs & Power Inc
Minnesota
$3.2M
DADC
157
D.A. Davidson & Co
Montana
$3.13M +$72.5K +6,276 +2%
LRPA
158
L. Roy Papp & Associates
Arizona
$3.12M +$147K +12,744 +5%
MFGP
159
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.11M +$675K +58,482 +28%
RWM
160
RKL Wealth Management
Pennsylvania
$3.09M +$56K +4,848 +2%
BPWA
161
Beacon Pointe Wealth Advisors
California
$3.05M -$176K -15,282 -6%
SAM
162
Sawgrass Asset Management
Florida
$3.04M -$20.8K -1,800 -0.7%
CWS
163
Cypress Wealth Services
California
$3.03M +$270K +23,382 +10%
NI
164
NYL Investors
New York
$3.03M -$132K -11,400 -4%
MIAN
165
Mariner Independent Advisor Network
Kansas
$3M -$28.1K -2,430 -0.9%
JWA
166
JFS Wealth Advisors
Pennsylvania
$2.95M +$25.5K +2,208 +0.9%
BCM
167
Boltwood Capital Management
California
$2.94M -$66.3K -5,742 -2%
GVAG
168
Great Valley Advisor Group
Delaware
$2.87M +$109K +9,438 +4%
SWRP
169
Summit Wealth & Retirement Planning
California
$2.86M -$19.5K -1,686 -0.7%
ADL
170
Asset Dedication LLC
California
$2.83M +$26.5K +2,298 +1%
LJAC
171
L.J. Altfest & Co
New York
$2.79M +$210K +18,192 +8%
AIM
172
AMI Investment Management
Indiana
$2.76M -$40K -3,468 -1%
FC
173
Financial Consulate
Maryland
$2.68M -$10.1M -878,574 -79%
PMG
174
ProVise Management Group
Florida
$2.68M +$159K +13,782 +6%
CWM
175
Chesapeake Wealth Management
Virginia
$2.67M -$29.2K -2,532 -1%

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.