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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
BEW
376
Burton Enright Welch
California
$1.57M +$1.53M +83,172 New
PAMG
377
Patton Albertson Miller Group
Tennessee
$1.56M -$18.4K -1,002 -1%
MFA
378
Morling Financial Advisors
California
$1.55M +$1.52M +82,386 New
GWM
379
Gray Wealth Management
Maine
$1.55M +$20.2K +1,098 +1%
B
380
Bailard
California
$1.55M +$298K +16,224 +25%
MHR
381
Matthew Hamilton Rosenberg
$1.55M +$928K +50,424 +159%
SAM
382
Smithbridge Asset Management
Pennsylvania
$1.54M -$3.2K -174 -0.2%
FWP
383
FAS Wealth Partners
Kansas
$1.54M -$11.1K -606 -0.7%
WS
384
Wedbush Securities
California
$1.53M -$12K -654 -0.8%
DI
385
Diligent Investors
California
$1.53M +$13.9K +756 +0.9%
MTIC
386
Missouri Trust & Investment Company
Missouri
$1.53M +$1.49M +81,036 New
Lido Advisors
387
Lido Advisors
California
$1.52M -$200K -10,872 -12%
DAS
388
Dynamic Advisor Solutions
Arizona
$1.52M +$30.2K +1,644 +2%
AWA
389
Acorn Wealth Advisors
Michigan
$1.52M +$69.2K +3,762 +5%
AA
390
Advisory Alpha
Michigan
$1.51M +$1.04M +56,496 +238%
DI
391
Disciplined Investments
Oklahoma
$1.5M +$5.52K +300 +0.4%
ASN
392
Advisory Services Network
Georgia
$1.5M -$6.84K -372 -0.5%
LWAC
393
Laurel Wealth Advisors (California)
California
$1.5M +$35.4K +1,926 +2%
FNBOMD
394
First National Bank of Mount Dora
Florida
$1.5M
SAM
395
S.A. Mason
Michigan
$1.49M +$552 +30 +0%
AA
396
Ancora Advisors
Ohio
$1.49M -$47K -2,556 -3%
SCM
397
Seascape Capital Management
New Hampshire
$1.48M +$46.6K +2,532 +3%
SCM
398
Southport Capital Management
Tennessee
$1.47M -$33.7K -1,830 -2%
EH
399
Equitable Holdings
New York
$1.46M +$73.5K +3,996 +5%
BWM
400
BNC Wealth Management
Oregon
$1.46M +$1.42M +77,256 New

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.