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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
TWM
351
Tolleson Wealth Management
Texas
$1.59M
AAP
352
Arax Advisory Partners
Colorado
$1.59M -$89.7K -5,970 -5%
AA
353
Advisory Alpha
Michigan
$1.59M +$38.3K +2,550 +2%
NL
354
NEPC LLC
Massachusetts
$1.58M +$396K +26,349 +33%
TF
355
TIAA FSB
Florida
$1.56M -$16.9K -1,125 -1%
MCM
356
MAI Capital Management
Ohio
$1.56M +$1.57M +104,502 New
MA
357
MBA Advisors
Pennsylvania
$1.56M -$24.8K -1,647 -2%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$1.55M +$52.8K +3,516 +4%
CFA
359
Capstone Financial Advisors
Illinois
$1.54M +$316 +21 +0%
SIC
360
Sigma Investment Counselors
Michigan
$1.53M +$8.07K +537 +0.5%
PA
361
Pinnacle Associates
New York
$1.53M +$89.2K +5,937 +6%
V
362
Veritable
Delaware
$1.52M +$496 +33 +0%
AF
363
Advisornet Financial
Minnesota
$1.51M -$83.7K -5,571 -5%
BIA
364
Bell Investment Advisors
California
$1.51M +$1.52M +101,259 New
BWM
365
BCS Wealth Management
Tennessee
$1.5M -$20K -1,329 -1%
CAM
366
Carret Asset Management
New York
$1.47M -$10.6K -705 -0.7%
CAN
367
Cetera Advisor Networks
California
$1.46M +$103K +6,885 +8%
WWM
368
Western Wealth Management
Colorado
$1.45M -$1.16M -77,460 -44%
TYCC
369
Texas Yale Capital Corp
Florida
$1.45M +$22.6K +1,503 +2%
SWM
370
Segment Wealth Management
Texas
$1.45M -$58.1K -3,867 -4%
AMG
371
Asset Management Group
Connecticut
$1.45M +$6.67K +444 +0.5%
BA
372
Bridgewater Advisors
New York
$1.45M +$903K +60,087 +163%
VCAM
373
Van Cleef Asset Management
Ohio
$1.45M +$79.4K +5,280 +6%
SHWM
374
Smith & Howard Wealth Management
Georgia
$1.44M +$378K +25,134 +35%
WCM
375
Weik Capital Management
Pennsylvania
$1.39M +$53.7K +3,570 +4%

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.