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Schwab US Broad Market ETF
SCHB

929 hedge funds and large institutions have $7.09B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 348 increasing their positions, 321 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 31

185% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $7.09M

14% more capital invested

Capital invested by funds: $6.21B → $7.09B (+$882M)

9% more funds holding in top 10

Funds holding in top 10: 102 → 111 (+9)

9% more funds holding

Funds holding: 855 → 929 (+74)

7.55% more ownership

Funds ownership: 98.06% → 105.61% (+7.5%)

8% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 321

Holders
929
Holders Change
+74
Holders Change %
+8.65%
% of All Funds
14.93%
Holding in Top 10
111
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.82%
% of All Funds
1.78%
New
125
Increased
348
Reduced
321
Closed
31
Calls
$20.2M
Puts
$7.09M
Net Calls
+$13.1M
Net Calls Change
-$574K

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$209M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$45.9M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$43.6M
4
HWM
HB Wealth Management
Georgia
+$28.2M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$25.2M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$108M
2
SCM
SCS Capital Management
Massachusetts
-$21.9M
3
GAM
Gemmer Asset Management
California
-$12.4M
4
APW
Aurora Private Wealth
New Jersey
-$8.95M
5
Creative Planning
Creative Planning
Kansas
-$8.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$47.1M +$2.69M +178,854 +6%
CWM
27
Circle Wealth Management
New Jersey
$46.1M +$58.7K +3,906 +0.1%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$45.7M -$2.18M -145,191 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$45.3M -$899K -59,838 -2%
AAIM
30
Asset Advisors Investment Management
Georgia
$44.7M +$547K +36,381 +1%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M +$43.6M +2,902,992 New
Brown Advisory
32
Brown Advisory
Maryland
$42.8M -$99.4K -6,615 -0.2%
SFG
33
Socha Financial Group
New York
$40.3M +$1M +66,852 +3%
NSAM
34
North Star Asset Management
Wisconsin
$39.4M +$496K +33,036 +1%
AP
35
Agilis Partners
Massachusetts
$38.4M -$129K -8,565 -0.3%
AWM
36
AE Wealth Management
Kansas
$37.1M +$3.62M +241,005 +11%
MF
37
Manchester Financial
California
$35.3M +$1.32M +87,756 +4%
CG
38
Caprock Group
Idaho
$35.1M +$10.3M +687,876 +41%
Morgan Stanley
39
Morgan Stanley
New York
$34.7M -$1.21M -80,637 -3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$33.8M +$56.5K +3,759 +0.2%
Creative Planning
41
Creative Planning
Kansas
$33.1M -$8.21M -546,309 -20%
AI
42
Accredited Investors
Minnesota
$33.1M +$11.7M +780,885 +54%
JWS
43
Juncture Wealth Strategies
Arizona
$33M +$19.5M +1,298,358 +142%
MAG
44
Members Advisory Group
New York
$32.7M -$4.42K -294 -0%
FFN
45
Focus Financial Network
Minnesota
$32M +$842K +56,010 +3%
MBFW
46
Morton Brown Family Wealth
Pennsylvania
$31M +$2.47M +164,448 +9%
SFG
47
SNS Financial Group
Minnesota
$28.9M +$510K +33,939 +2%
M
48
MYeCFO
California
$28.8M +$28.9M +1,925,229 New
JMPWA
49
JP Morgan Private Wealth Advisors
California
$28.6M +$9.09M +604,752 +46%
Truist Financial
50
Truist Financial
North Carolina
$28.6M +$2M +133,308 +7%
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SCHB Hedge Fund Activity: Q4 2022 in Review

929 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2022, worth a combined $7.09B — up 14% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new SCHB positions and 31 closed out — a net gain of 94 holders — while 348 added to existing stakes and 321 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $209M. The largest seller was UBS AM, exiting entirely with an estimated $108M sold.

  • 929 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2022, up from 855 in Q3 2022.
  • Funds reported $7.09B of Schwab US Broad Market ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 125 funds opened new Schwab US Broad Market ETF positions in Q4 2022 and 31 closed out, a net change of +94 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $209M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2022 was UBS AM, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2022.