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Schwab US Broad Market ETF

894 hedge funds and large institutions have $8.63B invested in Schwab US Broad Market ETF in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 325 increasing their positions, 279 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 20

16% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 279

16% more capital invested

Capital invested by funds: $7.45B → $8.63B (+$1.18B)

15% more funds holding

Funds holding: 777894 (+117)

10% more funds holding in top 10

Funds holding in top 10: 105116 (+11)

7.94% more ownership

Funds ownership: 207.64%215.58% (+7.9%)

14% less call options, than puts

Call options by funds: $8.22M | Put options by funds: $9.51M

Holders
894
Holders Change
+117
Holders Change %
+15.06%
% of All Funds
13.76%
Holding in Top 10
116
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+10.48%
% of All Funds
1.79%
New
148
Increased
325
Reduced
279
Closed
20
Calls
$8.22M
Puts
$9.51M
Net Calls
-$1.29M
Net Calls Change
-$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
226
Beacon Pointe Advisors
California
$4.14M +$273K +14,832 +7%
AWS
227
AJ Wealth Strategies
New York
$4.14M +$1.32K +72 +0%
FC
228
Financial Consulate
Maryland
$4.12M -$118K -6,426 -3%
NGA
229
Naples Global Advisors
Florida
$4.11M -$57.2K -3,108 -1%
LBC
230
Lowe Brockenbrough & Co
Virginia
$4.07M +$539K +29,310 +16%
CIAS
231
Capital Investment Advisory Services
North Carolina
$4.05M -$30.5K -1,656 -0.8%
VCM
232
Virtue Capital Management
Tennessee
$4.03M +$413K +22,422 +12%
AAS
233
Annex Advisory Services
Wisconsin
$3.98M -$55.4K -3,012 -1%
CPIG
234
Chicago Partners Investment Group
Illinois
$3.94M -$103K -5,616 -2%
VCP
235
Vista Capital Partners
Oregon
$3.86M -$55.5K -3,018 -1%
FG
236
Fiduciary Group
Georgia
$3.85M -$42.2K -2,292 -1%
VVP
237
Venture Visionary Partners
Ohio
$3.83M +$444K +24,126 +13%
SFA
238
Souders Financial Advisors
Ohio
$3.83M +$281K +15,282 +8%
FCM
239
Firestone Capital Management
Florida
$3.8M +$294K +15,972 +9%
MAM
240
McCarthy Asset Management
California
$3.79M +$230K +12,516 +7%
ACI
241
Alpha Cubed Investments
California
$3.77M
MA
242
Mutual Advisors
Nebraska
$3.75M +$166K +9,006 +5%
CWM
243
Chesapeake Wealth Management
Virginia
$3.75M -$68K -3,696 -2%
IWMA
244
Ironwood Wealth Management (Arizona)
Arizona
$3.71M -$25.1K -1,362 -0.7%
CI
245
Cordant Inc
Oregon
$3.69M +$25.6K +1,392 +0.7%
RF
246
RHS Financial
California
$3.66M -$88.6K -4,818 -2%
MML Investors Services
247
MML Investors Services
Massachusetts
$3.6M +$267K +14,508 +8%
RJA
248
Raymond James & Associates
Florida
$3.56M -$1.99K -108 -0.1%
NI
249
NYL Investors
New York
$3.52M +$22.1K +1,200 +0.6%
KJWM
250
Kiley Juergens Wealth Management
Washington
$3.5M +$60.5K +3,288 +2%

SCHB Hedge Fund Activity: Q4 2021 in Review

894 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2021, worth a combined $8.63B — up 16% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new SCHB positions and 20 closed out — a net gain of 128 holders — while 325 added to existing stakes and 279 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $186M. The largest seller was Bank of America, cutting an estimated $27.9M.

  • 894 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2021, up from 777 in Q3 2021.
  • Funds reported $8.63B of Schwab US Broad Market ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 148 funds opened new Schwab US Broad Market ETF positions in Q4 2021 and 20 closed out, a net change of +128 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $186M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2021 was Bank of America, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2021.