Schwab US Broad Market ETF
SCHB
681 hedge funds and large institutions have $6.43B invested in Schwab US Broad Market ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 263 increasing their positions, 211 reducing their positions, and 24 closing their positions.
478% more call options, than puts
Call options by funds: $5.04M | Put options by funds: $871K
413% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 24
25% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 211
16% more funds holding in top 10
Funds holding in top 10: 95 → 110 (+15)
16% more funds holding
Funds holding: 589 → 681 (+92)
9% more capital invested
Capital invested by funds: $5.91B → $6.43B (+$527M)
2.63% more ownership
Funds ownership: 234.38% → 237.01% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$56.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19.3M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$18.7M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$14.9M |
| 5 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$108M |
| 2 |
Betterment LLC
New York
|
-$47.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22M |
| 5 |
Jane Street
New York
|
-$20.5M |
SCHB Hedge Fund Activity: Q4 2019 in Review
681 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2019, worth a combined $6.43B — up 8.9% from $5.91B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new SCHB positions and 24 closed out — a net gain of 99 holders — while 263 added to existing stakes and 211 trimmed.
The largest buyer was Golden State Wealth Management, opening a new position worth an estimated $56.5M. The largest seller was Milliman Financial Risk Management, cutting an estimated $108M.
- 681 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2019, up from 589 in Q3 2019.
- Funds reported $6.43B of Schwab US Broad Market ETF stock for Q4 2019, up 8.9% quarter-over-quarter.
- 123 funds opened new Schwab US Broad Market ETF positions in Q4 2019 and 24 closed out, a net change of +99 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2019 was Golden State Wealth Management, an estimated $56.5M added.
- The largest Schwab US Broad Market ETF seller in Q4 2019 was Milliman Financial Risk Management, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2019.