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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
RTL
401
Red Tortoise LLC
Georgia
$1.45M -$1.74M -94,428 -55%
GA
402
Gateway Advisory
New Jersey
$1.42M -$51.3K -2,790 -4%
CAI
403
Capital Advisors Inc
Oklahoma
$1.42M +$508K +27,624 +58%
DSN
404
D. Scott Neal
Kentucky
$1.42M
William Blair & Company
405
William Blair & Company
Illinois
$1.4M +$41.1K +2,232 +3%
AL
406
Aspiriant LLC
California
$1.38M +$1.35M +73,482 New
RWA
407
RGT Wealth Advisors
Texas
$1.38M +$1.35M +73,314 New
OA
408
Operose Advisors
Wisconsin
$1.38M +$1.34M +73,062 New
PI
409
Pachira Investments
California
$1.35M -$115K -6,252 -8%
NCM
410
Northwest Capital Management
Oregon
$1.35M -$181K -9,840 -11%
KWM
411
Keebeck Wealth Management
Illinois
$1.35M +$110 +6 +0%
SCM
412
SOL Capital Management
Maryland
$1.34M -$3.53K -192 -0.3%
TIA
413
Traphagen Investment Advisors
New Jersey
$1.33M -$9.94K -540 -0.8%
NHC
414
Nicholas Hoffman & Company
Georgia
$1.29M +$110 +6 +0%
IAN
415
Integrated Advisors Network
Texas
$1.29M +$119K +6,486 +10%
SCP
416
Shorepoint Capital Partners
Massachusetts
$1.29M +$18.2K +990 +1%
BI
417
Blooom Inc
Kansas
$1.28M -$46.1K -2,508 -4%
SWM
418
Spire Wealth Management
Virginia
$1.25M -$357K -19,386 -23%
AF
419
Allworth Financial
California
$1.25M +$613K +33,312 +101%
Renaissance Technologies
420
Renaissance Technologies
New York
$1.24M -$1.37M -74,400 -53%
Janney Montgomery Scott
421
Janney Montgomery Scott
Pennsylvania
$1.23M +$445K +24,192 +59%
WWP
422
Waypoint Wealth Partners
California
$1.23M
PA
423
Pinnacle Associates
New York
$1.22M -$58.3K -3,168 -5%
ECM
424
Exchange Capital Management
Michigan
$1.22M -$179K -9,738 -13%
CAN
425
Cetera Advisor Networks
California
$1.21M -$223K -12,120 -16%

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.