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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
CA
276
Cambridge Advisors
Nebraska
$3.01M -$8.83K -480 -0.3%
Dimensional Fund Advisors
277
Dimensional Fund Advisors
Texas
$2.99M +$2.92M +158,658 New
SWM
278
Southern Wealth Management
Texas
$2.99M +$14.2K +774 +0.5%
QCG
279
Quadrant Capital Group
Ohio
$2.99M +$1.02M +55,488 +54%
CMBA
280
C.M. Bidwell & Associates
Hawaii
$2.93M +$3.97K +216 +0.1%
ZIC
281
ZWJ Investment Counsel
Georgia
$2.93M -$6.51K -354 -0.2%
LRPA
282
L. Roy Papp & Associates
Arizona
$2.92M -$75.7K -4,116 -3%
NL
283
NEPC LLC
Massachusetts
$2.9M
MG
284
Mather Group
Illinois
$2.89M +$273K +14,856 +11%
SAMC
285
Spectrum Asset Management (California)
California
$2.85M +$66K +3,588 +2%
DFA
286
DHJJ Financial Advisors
Illinois
$2.82M +$81K +4,404 +3%
CIA
287
Compass Ion Advisors
Pennsylvania
$2.8M +$466K +25,314 +21%
EVM
288
Eaton Vance Management
Massachusetts
$2.79M -$857K -46,590 -24%
MMA
289
Miracle Mile Advisors
California
$2.79M +$472K +25,644 +21%
ACA
290
Atlas Capital Advisors
Wyoming
$2.78M +$12.1K +660 +0.4%
FAIM
291
Financial Advocates Investment Management
Washington
$2.75M +$123K +6,678 +5%
SIC
292
Salem Investment Counselors
North Carolina
$2.75M +$15.5K +840 +0.6%
EL
293
Essex LLC
Illinois
$2.74M +$20.4K +1,110 +0.8%
PIP
294
Peachtree Investment Partners
Florida
$2.68M -$5.52K -300 -0.2%
BAM
295
Belpointe Asset Management
Nevada
$2.66M -$90K -4,890 -3%
JWBC
296
John W. Brooker & Co
California
$2.63M -$23.5K -1,278 -0.9%
PPP
297
Private Portfolio Partners
New Jersey
$2.62M
AWM
298
Axxcess Wealth Management
California
$2.62M +$2.56M +139,326 New
NCM
299
Novare Capital Management
North Carolina
$2.6M +$107K +5,814 +4%
BWL
300
Bogart Wealth LLC
Virginia
$2.56M -$34.1K -1,854 -1%

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.