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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
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$925K +$2.32K +126 +0.3%
SGCA
477
Steel Grove Capital Advisors
Tennessee
$920K
MS
478
Madden Securities
Texas
$909K -$306K -16,644 -26%
Stifel Financial
479
Stifel Financial
Missouri
$907K +$243K +13,188 +38%
BAAM
480
Baker Avenue Asset Management
California
$906K +$625K +33,948 +240%
PP
481
Pegasus Partners
Wisconsin
$903K
VDI
482
Vaughan David Investments
Illinois
$887K
NCMW
483
Northern Capital Management (Washington)
Washington
$882K -$26.9K -1,464 -3%
Rockefeller Capital Management
484
Rockefeller Capital Management
New York
$875K +$318K +17,280 +59%
TIM
485
Total Investment Management
Arizona
$869K -$106K -5,742 -11%
UWM
486
USAdvisors Wealth Management
Minnesota
$863K -$117K -6,348 -12%
VPIM
487
Vanguard Personalized Indexing Management
California
$860K
TC
488
Tatro Capital
Kentucky
$858K -$4.42K -240 -0.5%
BF
489
Brooklyn FI
New York
$854K +$834K +45,324 New
ECG
490
EPIQ Capital Group
California
$850K +$3.09K +168 +0.4%
PFA
491
Pure Financial Advisors
California
$848K -$6.4K -348 -0.8%
MAC
492
Mason & Associates (California)
California
$846K +$827K +44,940 New
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$845K
CCM
494
Carlson Capital Management
Minnesota
$841K +$1.77K +96 +0.2%
SPFA
495
Summit Place Financial Advisors
New Jersey
$834K +$34.2K +1,860 +4%
Baird Financial Group
496
Baird Financial Group
Wisconsin
$833K -$7.07K -384 -0.9%
MAG
497
Mayfair Advisory Group
Alabama
$822K +$101K +5,478 +14%
I2I
498
Insight 2811 Inc
Illinois
$813K +$61.8K +3,360 +8%
CWS
499
Cypress Wealth Services
California
$811K -$110 -6 -0%
Susquehanna International Group
500
Susquehanna International Group
Pennsylvania
$809K -$5.97M -324,282 -88%

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.