Schwab US Broad Market ETF
SCHB
945 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 363 increasing their positions, 356 reducing their positions, and 28 closing their positions.
508% more call options, than puts
Call options by funds: $85.5M | Put options by funds: $14.1M
111% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 28
7% more capital invested
Capital invested by funds: $7.19B → $7.72B (+$531M)
2% more funds holding
Funds holding: 923 → 945 (+22)
2% more repeat investments, than reductions
Existing positions increased: 363 | Existing positions reduced: 356
0% more funds holding in top 10
Funds holding in top 10: 115 → 115 (0)
0.34% less ownership
Funds ownership: 101.1% → 100.76% (-0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
R
Rebalance
Palo Alto,
California
|
+$29.4M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$16.9M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$16.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$9.12M |
| 5 |
MBFW
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$72.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$15M |
| 3 |
Betterment LLC
New York
|
-$10.5M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$7.45M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$7.19M |
SCHB Hedge Fund Activity: Q2 2023 in Review
945 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2023, worth a combined $7.72B — up 7.4% from $7.19B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SCHB positions and 28 closed out — a net gain of 31 holders — while 363 added to existing stakes and 356 trimmed.
The largest buyer was Rebalance, adding an estimated $29.4M. The largest seller was Wealthfront Advisers, cutting an estimated $72.3M.
- 945 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2023, up from 923 in Q1 2023.
- Funds reported $7.72B of Schwab US Broad Market ETF stock for Q2 2023, up 7.4% quarter-over-quarter.
- 59 funds opened new Schwab US Broad Market ETF positions in Q2 2023 and 28 closed out, a net change of +31 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2023 was Rebalance, an estimated $29.4M added.
- The largest Schwab US Broad Market ETF seller in Q2 2023 was Wealthfront Advisers, an estimated $72.3M sold.
Based on aggregated 13F filings for Q2 2023.