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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
537
Holders Change
+62
Holders Change %
+13.05%
% of All Funds
11.97%
Holding in Top 10
88
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.33%
% of All Funds
1.96%
New
108
Increased
243
Reduced
119
Closed
41
Calls
$1.58M
Puts
$289K
Net Calls
+$1.3M
Net Calls Change
+$389K

Top Buyers

1
ACA
Ackerman Capital Advisors
Texas
+$233M
2
Betterment LLC
Betterment LLC
New York
+$232M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$53.3M
4
PPA
Parametric Portfolio Associates
Washington
+$52.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$35.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$265M
2
TIM
Total Investment Management
Arizona
-$52.3M
3
CAI
Capital Advisors Inc
Oklahoma
-$37.4M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$11.5M
5
PA
Planning Alternatives
Michigan
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$622M +$673M +62,285,820 New
MFRM
2
Milliman Financial Risk Management
Illinois
$549M -$265M -24,530,526 -31%
Betterment LLC
3
Betterment LLC
New York
$405M +$232M +21,422,700 +112%
Northern Trust
4
Northern Trust
Illinois
$182M +$2.08K +192 +0%
EK
5
Evensky & Katz
Florida
$159M -$1.46M -134,970 -0.8%
UBS Group
6
UBS Group
Switzerland
$97.3M -$56.5K -5,226 -0.1%
HP
7
HT Partners
Connecticut
$83.8M -$162K -14,958 -0.2%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$81.6M +$35.2M +3,258,000 +66%
Bank of America
9
Bank of America
North Carolina
$80.4M +$9.99M +924,168 +13%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$75M -$11.5M -1,060,368 -12%
FPCG
11
Fort Pitt Capital Group
Pennsylvania
$69.8M +$53.3M +4,924,974 +239%
SG
12
Strid Group
Pennsylvania
$64.2M -$3.15M -290,886 -4%
EA
13
Evergreen Advisors
Tennessee
$62.1M +$67.3M +6,219,882 New
HB
14
Homrich & Berg
Georgia
$59.4M +$25M +2,309,808 +64%
MF
15
Manchester Financial
California
$53.1M +$57.4M +5,311,602 New
BFG
16
Bouchey Financial Group
New York
$52.2M +$11M +1,019,862 +24%
PPA
17
Parametric Portfolio Associates
Washington
$48.7M +$52.7M +4,878,444 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$43.9M +$2.88M +265,932 +6%
HDIM
19
Hanson & Doremus Investment Management
Vermont
$39.5M +$1.93M +178,218 +5%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$32.9M +$6.04M +558,924 +20%
CWM
21
Circle Wealth Management
New Jersey
$30.8M -$1.68M -155,340 -5%
UCFA
22
United Capital Financial Advisors
Texas
$29.5M +$920K +85,068 +3%
AI
23
Accredited Investors
Minnesota
$29.4M -$1.28M -117,972 -4%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$27.7M -$1.08M -99,780 -3%
Brown Advisory
25
Brown Advisory
Maryland
$27.4M +$1.37M +126,510 +5%
1
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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.