Schwab US Broad Market ETF
SCHB
239 hedge funds and large institutions have $1.48B invested in Schwab US Broad Market ETF in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 116 increasing their positions, 51 reducing their positions, and 24 closing their positions.
1,024% more capital inflows, than outflows
Capital inflows: $495M | Capital outflows: $44M
276% more call options, than puts
Call options by funds: $2.18M | Put options by funds: $581K
127% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 51
92% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 24
11% more funds holding in top 10
Funds holding in top 10: 28 → 31 (+3)
9% more funds holding
Funds holding: 220 → 239 (+19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$27.6M |
| 2 |
Apriem Advisors
Irvine,
California
|
+$26.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.7M |
| 4 |
Sharkey, Howes & Javer
Denver,
Colorado
|
+$23.6M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Destination Wealth Management
Walnut Creek,
California
|
-$8.64M |
| 2 |
Tower Research Capital (TRC)
New York
|
-$4.32M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
-$3.27M |
| 4 |
Planning Alternatives
Birmingham,
Michigan
|
-$3M |
| 5 |
Yorktown Management & Research Company
Forest,
Virginia
|
-$2.32M |
SCHB Hedge Fund Activity: Q4 2015 in Review
239 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2015, worth a combined $1.48B — up 49% from $994M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCHB positions and 24 closed out — a net gain of 22 holders — while 116 added to existing stakes and 51 trimmed.
The largest buyer was Fort Pitt Capital Group, adding an estimated $27.6M. The largest seller was Destination Wealth Management, cutting an estimated $8.64M.
- 239 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2015, up from 220 in Q3 2015.
- Funds reported $1.48B of Schwab US Broad Market ETF stock for Q4 2015, up 49% quarter-over-quarter.
- 46 funds opened new Schwab US Broad Market ETF positions in Q4 2015 and 24 closed out, a net change of +22 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2015 was Fort Pitt Capital Group, an estimated $27.6M added.
- The largest Schwab US Broad Market ETF seller in Q4 2015 was Destination Wealth Management, an estimated $8.64M sold.
Based on aggregated 13F filings for Q4 2015.