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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
CA
551
Cetera Advisors
Colorado
$621K -$75.7K -4,116 -11%
ACM
552
Armbruster Capital Management
New York
$617K -$8.83K -480 -1%
WJA
553
Willis Johnson & Associates
Texas
$615K +$1.1K +60 +0.2%
TC
554
TAP Consulting
Missouri
$613K -$5.41K -294 -0.9%
CWM
555
Cahaba Wealth Management
Georgia
$613K
Bank of Montreal
556
Bank of Montreal
Ontario, Canada
$605K +$69K +3,750 +13%
BF
557
Blankinship & Foster
California
$601K +$221 +12 +0%
MCM
558
Mengis Capital Management
Oregon
$596K -$22.6K -1,230 -4%
JWM
559
Jeppson Wealth Management
California
$594K -$20K -1,086 -3%
PFS
560
Prospera Financial Services
Texas
$582K +$4.2K +228 +0.7%
EPM
561
Elm Partners Management
Pennsylvania
$581K -$189K -10,284 -25%
PWA
562
Physician Wealth Advisors
Utah
$581K +$3.53K +192 +0.6%
OIM
563
Opus Investment Management
Massachusetts
$579K
AA
564
AF Advisors
California
$575K
OCM
565
One Capital Management
California
$569K +$2.54K +138 +0.5%
BCM
566
Bowie Capital Management
Texas
$565K
HBT
567
Hills Bank & Trust
Iowa
$565K
BAM
568
Bosun Asset Management
Illinois
$565K +$552K +30,000 New
CWM
569
Cabot Wealth Management
Massachusetts
$564K -$95.2K -5,172 -15%
APP
570
Avantax Planning Partners
Iowa
$564K +$52.8K +2,868 +11%
GKWIM
571
Gerber Kawasaki Wealth & Investment Management
California
$562K +$22.7K +1,236 +4%
CS
572
Credit Suisse
Switzerland
$561K +$12.6K +684 +2%
CFB
573
Cullen/Frost Bankers
Texas
$560K
WAM
574
Weatherly Asset Management
California
$552K -$2.21K -120 -0.4%
AWM
575
Apollon Wealth Management
South Carolina
$548K +$277K +15,048 +107%

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.