Schwab US Broad Market ETF
SCHB
652 hedge funds and large institutions have $4.92B invested in Schwab US Broad Market ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 253 increasing their positions, 267 reducing their positions, and 71 closing their positions.
190% more call options, than puts
Call options by funds: $3.79M | Put options by funds: $1.31M
5% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 267
4% less funds holding
Funds holding: 682 → 652 (-30)
5.89% less ownership
Funds ownership: 237.01% → 231.12% (-5.9%)
9% less funds holding in top 10
Funds holding in top 10: 110 → 100 (-10)
23% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 71
24% less capital invested
Capital invested by funds: $6.43B → $4.92B (-$1.52B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$383M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$97.3M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$54.8M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$41.3M |
| 5 |
CC
Callan Capital
La Jolla,
California
|
+$25.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$374M |
| 2 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$59.1M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$49.9M |
| 4 |
Betterment LLC
New York
|
-$37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$35.7M |
SCHB Hedge Fund Activity: Q1 2020 in Review
652 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2020, worth a combined $4.92B — down 24% from $6.43B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of SCHB and 55 opened new positions — a net loss of 16 holders — while 267 trimmed existing stakes and 253 added.
The largest buyer was SCS Capital Management, opening a new position worth an estimated $383M. The largest seller was Milliman Financial Risk Management, cutting an estimated $374M.
- 652 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2020, down from 682 in Q4 2019.
- Funds reported $4.92B of Schwab US Broad Market ETF stock for Q1 2020, down 24% quarter-over-quarter.
- 55 funds opened new Schwab US Broad Market ETF positions in Q1 2020 and 71 closed out, a net change of -16 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2020 was SCS Capital Management, an estimated $383M added.
- The largest Schwab US Broad Market ETF seller in Q1 2020 was Milliman Financial Risk Management, an estimated $374M sold.
Based on aggregated 13F filings for Q1 2020.