We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

336 hedge funds and large institutions have $2.93B invested in Schwab US Broad Market ETF in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 91

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

40% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.29M

9% more capital invested

Capital invested by funds: $2.69B → $2.93B (+$243M)

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

3% more funds holding

Funds holding: 327336 (+9)

2.62% more ownership

Funds ownership: 190.11%192.72% (+2.6%)

Holders
336
Holders Change
+9
Holders Change %
+2.75%
% of All Funds
8.38%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
30
Increased
179
Reduced
91
Closed
17
Calls
$1.8M
Puts
$1.29M
Net Calls
+$513K
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$709K +$332K +34,422 +90%
DPI
177
Diversified Portfolios Inc
Michigan
$703K +$7.13K +738 +1%
MWP
178
MYCIO Wealth Partners
Pennsylvania
$687K +$22.1K +2,286 +3%
SCM
179
SOL Capital Management
Maryland
$671K +$46.9K +4,860 +8%
PA
180
Pinnacle Associates
New York
$663K -$6.26K -648 -0.9%
RCA
181
Rowland Carmichael Advisors
Arizona
$661K +$165K +17,118 +34%
PIM
182
Penobscot Investment Management
Massachusetts
$651K +$50.4K +5,214 +8%
VCM
183
Vigilant Capital Management
Maine
$645K -$80.5K -8,340 -11%
WCM
184
Weik Capital Management
Pennsylvania
$645K -$60.8K -6,300 -9%
JIC
185
Johnson Investment Counsel
Ohio
$642K +$48.2K +4,992 +8%
FWM
186
Frontier Wealth Management
Missouri
$642K +$188K +19,416 +42%
VCP
187
Vista Capital Partners
Oregon
$634K +$18.9K +1,962 +3%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$632K
ZIC
189
ZWJ Investment Counsel
Georgia
$626K -$116K -12,012 -16%
PFA
190
Pure Financial Advisors
California
$622K +$98.3K +10,182 +19%
BWA
191
BlueSky Wealth Advisors
North Carolina
$606K +$5.62K +582 +0.9%
Millennium Management
192
Millennium Management
New York
$601K -$537K -55,590 -47%
CWM
193
Cranbrook Wealth Management
Michigan
$598K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$596K +$182K +18,840 +44%
SWM
195
Segment Wealth Management
Texas
$587K +$63.7K +6,600 +12%
William Blair & Company
196
William Blair & Company
Illinois
$556K +$551K +57,078 New
CG
197
Colony Group
Massachusetts
$553K +$548K +56,790 New
BPM
198
Bowling Portfolio Management
Ohio
$550K +$79.3K +8,214 +17%
RWM
199
RKL Wealth Management
Pennsylvania
$548K -$35.8K -3,708 -6%
OCM
200
One Capital Management
California
$508K +$58K +6,006 +13%

SCHB Hedge Fund Activity: Q2 2017 in Review

336 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2017, worth a combined $2.93B — up 9% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHB positions and 17 closed out — a net gain of 13 holders — while 179 added to existing stakes and 91 trimmed.

The largest buyer was UBS Group, adding an estimated $71.4M. The largest seller was MML Investors Services, cutting an estimated $55.8M.

  • 336 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2017, up from 327 in Q1 2017.
  • Funds reported $2.93B of Schwab US Broad Market ETF stock for Q2 2017, up 9% quarter-over-quarter.
  • 30 funds opened new Schwab US Broad Market ETF positions in Q2 2017 and 17 closed out, a net change of +13 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2017 was UBS Group, an estimated $71.4M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2017 was MML Investors Services, an estimated $55.8M sold.

Based on aggregated 13F filings for Q2 2017.