We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

855 hedge funds and large institutions have $6.21B invested in Schwab US Broad Market ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 336 increasing their positions, 323 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.93M

4% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 323

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 870855 (-15)

6.61% less ownership

Funds ownership: 104.67%98.06% (-6.6%)

8% less capital invested

Capital invested by funds: $6.73B → $6.21B (-$524M)

8% less funds holding in top 10

Funds holding in top 10: 111102 (-9)

Holders
855
Holders Change
-15
Holders Change %
-1.72%
% of All Funds
14.73%
Holding in Top 10
102
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.11%
% of All Funds
1.76%
New
46
Increased
336
Reduced
323
Closed
50
Calls
$17.6M
Puts
$3.93M
Net Calls
+$13.7M
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
401
Gradient Capital Advisors
California
$1.02M -$115K -7,398 -9%
MA
402
MCF Advisors
Kentucky
$1.02M -$55.4K -3,564 -5%
AFAS
403
Acorn Financial Advisory Services
Virginia
$1.02M +$126K +8,130 +12%
BWM
404
BNC Wealth Management
Oregon
$1.02M -$10.3K -663 -0.9%
TIA
405
Traphagen Investment Advisors
New Jersey
$1.01M -$17.4K -1,116 -2%
SAM
406
Smithbridge Asset Management
Pennsylvania
$1M -$53.9K -3,465 -5%
SHWM
407
Smith & Howard Wealth Management
Georgia
$1M +$1.11M +71,499 New
PFA
408
Pure Financial Advisors
California
$985K +$426K +27,369 +64%
YIH
409
Y-Intercept (HK)
Hong Kong
$981K +$784K +50,394 +256%
PIP
410
Peachtree Investment Partners
Florida
$974K -$129K -8,292 -11%
MRWM
411
ML&R Wealth Management
Texas
$972K +$719K +46,200 +199%
PS
412
Planned Solutions
California
$968K +$12.6K +810 +1%
NHC
413
Nicholas Hoffman & Company
Georgia
$964K +$5.69K +366 +0.5%
WA
414
Wealth Architects
California
$946K +$8.68K +558 +0.8%
HNB
415
Huntington National Bank
Ohio
$940K
QA
416
Quantitative Advantage
Minnesota
$937K +$1.04M +66,915 New
RWA
417
RGT Wealth Advisors
Texas
$926K -$103K -6,612 -9%
CW
418
Connectus Wealth
Ohio
$921K +$50.5K +3,249 +5%
IAN
419
Integrated Advisors Network
Texas
$918K +$467 +30 +0%
B
420
Bailard
California
$912K -$82K -5,274 -7%
SCP
421
Shorepoint Capital Partners
Massachusetts
$907K -$11.9K -768 -1%
CWM
422
Cahill Wealth Management
Michigan
$894K +$3.69K +237 +0.4%
BWM
423
Blossom Wealth Management
California
$890K -$793 -51 -0.1%
PIM
424
Penobscot Investment Management
Massachusetts
$884K +$47 +3 +0%
WWM
425
Windsor Wealth Management
Indiana
$878K +$17.5K +1,122 +2%

SCHB Hedge Fund Activity: Q3 2022 in Review

855 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2022, worth a combined $6.21B — down 7.8% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SCHB and 46 opened new positions — a net loss of 4 holders — while 323 trimmed existing stakes and 336 added.

The largest buyer was UBS AM, opening a new position worth an estimated $120M. The largest seller was Wealthfront Advisers, cutting an estimated $210M.

  • 855 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2022, down from 870 in Q2 2022.
  • Funds reported $6.21B of Schwab US Broad Market ETF stock for Q3 2022, down 7.8% quarter-over-quarter.
  • 46 funds opened new Schwab US Broad Market ETF positions in Q3 2022 and 50 closed out, a net change of -4 holders.
  • The largest Schwab US Broad Market ETF buyer in Q3 2022 was UBS AM, an estimated $120M added.
  • The largest Schwab US Broad Market ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2022.