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Schwab US Broad Market ETF

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: 102111 (+9)

9% more funds holding

Funds holding: 855929 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CSI
476
Cross Staff Investments
New York
$817K -$447K -29,766 -35%
ICG
477
InterOcean Capital Group
Tennessee
$816K -$28.6K -1,902 -3%
ECM
478
Exchange Capital Management
Michigan
$814K -$16.7K -1,110 -2%
SWM
479
Stockman Wealth Management
Montana
$812K -$3.88M -258,174 -83%
GRP
480
Global Retirement Partners
California
$812K -$10.9K -726 -1%
ECML
481
Eagle Capital Management (Louisiana)
Louisiana
$805K +$20.7K +1,380 +3%
DADC
482
D.A. Davidson & Co
Montana
$798K -$59.7K -3,972 -7%
CL
483
Choreo LLC
Illinois
$790K -$147K -9,810 -16%
GI
484
GS Investments
Minnesota
$776K -$2.57K -171 -0.3%
AWM
485
Axxcess Wealth Management
California
$775K +$242K +16,095 +45%
MFG
486
Merit Financial Group
Georgia
$774K +$20K +1,329 +3%
LIG
487
Lokken Investment Group
Delaware
$773K -$1.1M -72,891 -58%
ODIJL
488
One Day In July LLC
Vermont
$770K
KeyBank National Association
489
KeyBank National Association
Ohio
$762K -$180 -12 -0%
Jones Financial Companies
490
Jones Financial Companies
Missouri
$759K +$764K +50,835 New
PWM
491
Perigon Wealth Management
California
$755K -$53.1K -3,534 -7%
FWP
492
Firethorn Wealth Partners
Georgia
$753K -$11.7K -777 -2%
HIC
493
Holderness Investments Company
North Carolina
$752K -$19.5K -1,296 -3%
FNBT
494
FineMark National Bank & Trust
Florida
$745K +$5.64K +375 +0.8%
BDWCC
495
B&D White Capital Company
Texas
$743K +$485K +32,295 +185%
DOA
496
D'Orazio & Associates
Virginia
$742K +$151K +10,050 +25%
MA
497
Momentum Advisors
New York
$742K -$46K -3,060 -6%
WMWM
498
Whitaker-Myers Wealth Managers
Ohio
$734K +$738K +49,119 New
SGCA
499
Steel Grove Capital Advisors
Tennessee
$729K
GWA
500
GGM Wealth Advisors
Maryland
$729K -$120K -8,007 -14%

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.