Schwab US Broad Market ETF
SCHB
139 hedge funds and large institutions have $570M invested in Schwab US Broad Market ETF in 2014 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
103% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 31
13% more funds holding
Funds holding: 123 → 139 (+16)
9% more capital invested
Capital invested by funds: $525M → $570M (+$44.9M)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.59% less ownership
Funds ownership: 109.71% → 109.12% (-0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$15.7M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$8.16M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$4.71M |
| 4 |
Goldman Sachs
New York
|
+$3.46M |
| 5 |
AA
Apriem Advisors
Irvine,
California
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.18M |
| 2 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$4.05M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.67M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.41M |
| 5 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$2.91M |
SCHB Hedge Fund Activity: Q1 2014 in Review
139 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2014, worth a combined $570M — up 8.5% from $525M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCHB positions and 11 closed out — a net gain of 16 holders — while 63 added to existing stakes and 31 trimmed.
The largest buyer was Hengehold Capital Management, adding an estimated $15.7M. The largest seller was Susquehanna International Group, cutting an estimated $6.18M.
- 139 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2014, up from 123 in Q4 2013.
- Funds reported $570M of Schwab US Broad Market ETF stock for Q1 2014, up 8.5% quarter-over-quarter.
- 27 funds opened new Schwab US Broad Market ETF positions in Q1 2014 and 11 closed out, a net change of +16 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2014 was Hengehold Capital Management, an estimated $15.7M added.
- The largest Schwab US Broad Market ETF seller in Q1 2014 was Susquehanna International Group, an estimated $6.18M sold.
Based on aggregated 13F filings for Q1 2014.