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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
PIM
426
Penobscot Investment Management
Massachusetts
$1.2M -$108K -5,856 -8%
AAP
427
Arax Advisory Partners
Colorado
$1.19M +$42.8K +2,328 +4%
FG
428
Foster Group
Iowa
$1.19M -$282K -15,336 -20%
Financial Engines Advisors
429
Financial Engines Advisors
California
$1.19M +$331 +18 +0%
FWP
430
Firethorn Wealth Partners
Georgia
$1.18M +$1.15M +62,658 New
GT
431
Glenmede Trust
Pennsylvania
$1.18M
PWM
432
Perigon Wealth Management
California
$1.17M +$146K +7,944 +15%
CNFG
433
Creegan & Nassoura Financial Group
New Hampshire
$1.17M
AFAS
434
Acorn Financial Advisory Services
Virginia
$1.17M +$2.98K +162 +0.3%
PS
435
Planned Solutions
California
$1.16M +$1.13M +61,464 New
BWM
436
Blossom Wealth Management
California
$1.16M -$242K -13,128 -18%
TIM
437
Tortoise Investment Management
New York
$1.15M
OPWM
438
Oakwell Private Wealth Management
Texas
$1.14M -$10.9K -594 -1%
GSAM
439
Grant Street Asset Management
Pennsylvania
$1.14M +$68.1K +3,702 +7%
ECG
440
Edge Capital Group
Georgia
$1.14M -$235K -12,786 -17%
CTA
441
Chesley Taft & Associates
Illinois
$1.13M +$552 +30 +0.1%
CA
442
Callahan Advisors
Texas
$1.12M -$32.9K -1,788 -3%
CAG
443
Crestwood Advisors Group
Massachusetts
$1.11M -$109K -5,946 -9%
EWM
444
Evermay Wealth Management
Virginia
$1.11M +$20.6K +1,122 +2%
SSWM
445
Smith Salley Wealth Management
North Carolina
$1.11M
DADC
446
D.A. Davidson & Co
Montana
$1.1M
WWM
447
Windsor Wealth Management
Indiana
$1.1M +$5.19K +282 +0.5%
CRC
448
Curi RMB Capital
Illinois
$1.1M +$22.3K +1,212 +2%
LIG
449
Lokken Investment Group
Delaware
$1.06M -$7.4K -402 -0.7%
VWA
450
VERITY Wealth Advisors
United States
$1.06M

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.