Schwab US Broad Market ETF
SCHB
666 hedge funds and large institutions have $5.41B invested in Schwab US Broad Market ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 229 increasing their positions, 282 reducing their positions, and 48 closing their positions.
105% more call options, than puts
Call options by funds: $4.25M | Put options by funds: $2.07M
42% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 48
10% more capital invested
Capital invested by funds: $4.92B → $5.41B (+$492M)
2% more funds holding
Funds holding: 652 → 666 (+14)
0% more funds holding in top 10
Funds holding in top 10: 100 → 100 (0)
8.94% less ownership
Funds ownership: 231.12% → 222.18% (-8.9%)
19% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 282
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
tru Independence
Portland,
Oregon
|
+$54.4M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$38M |
| 3 |
CC
Callan Capital
La Jolla,
California
|
+$36M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.6M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$237M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$212M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$52.3M |
| 4 |
Betterment LLC
New York
|
-$47.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$47.3M |
SCHB Hedge Fund Activity: Q2 2020 in Review
666 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2020, worth a combined $5.41B — up 10% from $4.92B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SCHB positions and 48 closed out — a net gain of 20 holders — while 229 added to existing stakes and 282 trimmed.
The largest buyer was tru Independence, opening a new position worth an estimated $54.4M. The largest seller was Wealthfront Advisers, cutting an estimated $237M.
- 666 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2020, up from 652 in Q1 2020.
- Funds reported $5.41B of Schwab US Broad Market ETF stock for Q2 2020, up 10% quarter-over-quarter.
- 68 funds opened new Schwab US Broad Market ETF positions in Q2 2020 and 48 closed out, a net change of +20 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2020 was tru Independence, an estimated $54.4M added.
- The largest Schwab US Broad Market ETF seller in Q2 2020 was Wealthfront Advisers, an estimated $237M sold.
Based on aggregated 13F filings for Q2 2020.