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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
BL
251
BCWM LLC
Kansas
$3.49M -$27.4K -1,488 -0.8%
HCMT
252
Highland Capital Management (Tennessee)
Tennessee
$3.47M -$221 -12 -0%
AC
253
Avant Capital
Louisiana
$3.47M +$3.39M +184,002 New
HI
254
Hudock Inc
Pennsylvania
$3.46M -$662 -36 -0%
CCM
255
Ciovacco Capital Management
Georgia
$3.46M +$136K +7,410 +4%
MCCP
256
Mission Creek Capital Partners
California
$3.44M -$24.3K -1,320 -0.7%
PCMC
257
Private Capital Management (Colorado)
Colorado
$3.43M -$80.8K -4,392 -2%
BAM
258
Berkshire Asset Management
Pennsylvania
$3.43M -$2.1K -114 -0.1%
FMP
259
Financial Management Professionals
Texas
$3.4M +$2.25M +122,478 +211%
GIP
260
Granite Investment Partners
California
$3.27M +$102K +5,562 +3%
AllianceBernstein
261
AllianceBernstein
Tennessee
$3.23M -$1.32K -72 -0%
AAG
262
Avalon Advisory Group
Pennsylvania
$3.23M -$812K -44,160 -20%
CAM
263
Cozad Asset Management
Illinois
$3.23M
RFA
264
RTD Financial Advisors
Pennsylvania
$3.22M +$3.14M +170,844 New
CFS
265
CRA Financial Services
New Jersey
$3.21M +$372K +20,232 +13%
YIA
266
YHB Investment Advisors
Connecticut
$3.19M +$274K +14,916 +10%
Ameriprise
267
Ameriprise
Minnesota
$3.16M +$143K +7,752 +5%
PWMG
268
Prestige Wealth Management Group
New Jersey
$3.13M -$79.5K -4,320 -3%
LPIC
269
LeJeune Puetz Investment Counsel
Michigan
$3.13M +$4.2K +228 +0.1%
ISWM
270
Independent Solutions Wealth Management
New York
$3.13M -$32.1K -1,746 -1%
GPFA
271
Game Plan Financial Advisors
Ohio
$3.12M +$65.1K +3,540 +2%
WFA
272
Wade Financial Advisory
California
$3.12M -$6.4K -348 -0.2%
BP
273
BBR Partners
New York
$3.12M
OCG
274
Opus Capital Group
Ohio
$3.1M -$11K -600 -0.4%
CI
275
CX Institutional
Indiana
$3.03M -$110K -5,976 -4%

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.