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Schwab US Broad Market ETF

929 hedge funds and large institutions have $7.09B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 348 increasing their positions, 321 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 31

185% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $7.09M

14% more capital invested

Capital invested by funds: $6.21B → $7.09B (+$882M)

9% more funds holding in top 10

Funds holding in top 10: 102111 (+9)

9% more funds holding

Funds holding: 855929 (+74)

7.55% more ownership

Funds ownership: 98.06%105.61% (+7.5%)

8% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 321

Holders
929
Holders Change
+74
Holders Change %
+8.65%
% of All Funds
14.93%
Holding in Top 10
111
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.82%
% of All Funds
1.78%
New
125
Increased
348
Reduced
321
Closed
31
Calls
$20.2M
Puts
$7.09M
Net Calls
+$13.1M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Avant Capital
Louisiana
$3.02M -$41.7K -2,772 -1%
ICM
252
Islay Capital Management
Texas
$3.01M -$302K -20,064 -9%
IWMA
253
Ironwood Wealth Management (Arizona)
Arizona
$3M +$250K +16,650 +9%
FCM
254
Firestone Capital Management
Florida
$3M +$203K +13,527 +7%
RJA
255
Raymond James & Associates
Florida
$2.99M +$53.7K +3,576 +2%
BL
256
BCWM LLC
Kansas
$2.98M +$20.9K +1,392 +0.7%
BAM
257
Berkshire Asset Management
Pennsylvania
$2.98M +$4.6K +306 +0.2%
FC
258
Financial Consulate
Maryland
$2.95M -$78K -5,187 -3%
WOSD
259
WFA of San Diego
California
$2.94M -$81.5K -5,421 -3%
CWM
260
Chesapeake Wealth Management
Virginia
$2.91M +$102K +6,756 +4%
MAM
261
McCarthy Asset Management
California
$2.87M +$7.03K +468 +0.2%
AllianceBernstein
262
AllianceBernstein
Tennessee
$2.85M -$1.13K -75 -0%
BIP
263
Blueprint Investment Partners
North Carolina
$2.85M +$32.7K +2,178 +1%
CAM
264
Cozad Asset Management
Illinois
$2.82M +$27.1K +1,800 +1%
FD
265
Financial Designs
California
$2.8M +$2.81M +187,299 New
AIM
266
AMI Investment Management
Indiana
$2.78M +$73.7K +4,902 +3%
MSS
267
Mitchell Sinkler & Starr
Pennsylvania
$2.75M +$207K +13,803 +8%
SWM
268
Seaside Wealth Management
California
$2.74M -$53.4K -3,555 -2%
SWM
269
Southern Wealth Management
Texas
$2.73M +$364K +24,201 +15%
BCM
270
Boltwood Capital Management
California
$2.69M -$146K -9,714 -5%
HCMT
271
Highland Capital Management (Tennessee)
Tennessee
$2.67M -$44.5K -2,964 -2%
ACA
272
Aspire Capital Advisors
Washington
$2.63M -$10.3K -684 -0.4%
CIA
273
Compass Ion Advisors
Pennsylvania
$2.62M +$69.7K +4,635 +3%
SAM
274
Sawgrass Asset Management
Florida
$2.6M +$21.9K +1,455 +0.8%
MA
275
Mutual Advisors
Nebraska
$2.58M -$381K -25,326 -13%

SCHB Hedge Fund Activity: Q4 2022 in Review

929 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2022, worth a combined $7.09B — up 14% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new SCHB positions and 31 closed out — a net gain of 94 holders — while 348 added to existing stakes and 321 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $209M. The largest seller was UBS AM, exiting entirely with an estimated $108M sold.

  • 929 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2022, up from 855 in Q3 2022.
  • Funds reported $7.09B of Schwab US Broad Market ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 125 funds opened new Schwab US Broad Market ETF positions in Q4 2022 and 31 closed out, a net change of +94 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $209M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2022 was UBS AM, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2022.