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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
GMA
526
Goldstein Munger & Associates
California
$736K
DSAM
527
Dock Street Asset Management
Florida
$734K
SAM
528
Summit Asset Management
Tennessee
$734K
EGWAG
529
Elwood & Goetz Wealth Advisory Group
Georgia
$732K -$2.98K -162 -0.4%
TCM
530
Twele Capital Management
Minnesota
$712K -$178K -9,648 -20%
AWA
531
Aletheian Wealth Advisors
Washington
$705K +$689K +37,452 New
AWA
532
Arkadios Wealth Advisors
Georgia
$700K -$171K -9,306 -20%
BPM
533
Bowling Portfolio Management
Ohio
$698K +$113K +6,150 +20%
CBFP
534
Cedar Brook Financial Partners
Ohio
$694K +$9.49K +516 +1%
WCM
535
WealthBridge Capital Management
Ohio
$689K -$5.52K -300 -0.8%
BFC
536
Bedel Financial Consulting
Indiana
$689K +$11.9K +648 +2%
FWM
537
Frontier Wealth Management
Missouri
$688K +$2.1K +114 +0.3%
FW
538
FirstPurpose Wealth
Utah
$680K +$664K +36,078 New
RWA
539
Redmont Wealth Advisors
Illinois
$678K +$662K +36,000 New
ARC
540
Advisor Resource Council
Texas
$676K +$660K +35,880 New
SFG
541
StrategIQ Financial Group
Indiana
$665K -$9.6K -522 -1%
MGIA
542
Moneta Group Investment Advisors
Missouri
$662K +$29.1K +1,584 +5%
BFA
543
Beacon Financial Advisory
Ohio
$654K +$61.3K +3,330 +11%
AL
544
ACAS LLC
California
$653K -$3.09K -168 -0.5%
CWA
545
Consilium Wealth Advisory
Texas
$649K +$634K +34,470 New
CWM
546
Congress Wealth Management
Massachusetts
$646K +$631K +34,308 New
LWMT
547
Legacy Wealth Management (Tennessee)
Tennessee
$644K +$12.5K +678 +2%
BA
548
Bridgewater Advisors
New York
$639K +$773 +42 +0.1%
CA
549
Claro Advisors
Massachusetts
$634K
VCM
550
Vigilant Capital Management
Maine
$632K +$11.6K +630 +2%

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.