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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
HI
551
Hudock Inc
Pennsylvania
$549K +$2.21K +147 +0.4%
SIG
552
Stonegate Investment Group
Alabama
$547K -$39.4K -2,622 -7%
Bank of Montreal
553
Bank of Montreal
Ontario, Canada
$538K +$58.3K +3,882 +12%
VCM
554
Vigilant Capital Management
Maine
$534K -$24.8K -1,650 -4%
LW
555
Linscomb Wealth
Texas
$533K +$227K +15,084 +73%
CCM
556
Coldstream Capital Management
Washington
$529K +$532K +35,418 New
BFC
557
Bedel Financial Consulting
Indiana
$527K +$947 +63 +0.2%
GC
558
Grimes & Company
Massachusetts
$524K -$219K -14,550 -29%
PA
559
Perennial Advisors
New York
$521K -$40.4K -2,691 -7%
FWA
560
FSM Wealth Advisors
Ohio
$519K
NCMW
561
Northern Capital Management (Washington)
Washington
$518K -$106K -7,023 -17%
CWA
562
Consilium Wealth Advisory
Texas
$515K
WCM
563
Wealthcare Capital Management
Virginia
$511K
Simplex Trading
564
Simplex Trading
Illinois
$510K +$112K +7,428 +28%
SFG
565
StrategIQ Financial Group
Indiana
$507K -$1.4K -93 -0.3%
VPIM
566
Vanguard Personalized Indexing Management
California
$507K +$63.8K +4,242 +14%
AWA
567
Aletheian Wealth Advisors
Washington
$507K +$812 +54 +0.2%
LIM
568
Loudon Investment Management
New Hampshire
$506K +$10.6K +705 +4%
G
569
Gainplan
Michigan
$503K -$27.1K -1,806 -5%
WCM
570
WealthBridge Capital Management
Ohio
$501K -$18.8K -1,254 -4%
MRWM
571
ML&R Wealth Management
Texas
$499K -$541K -36,030 -52%
TIM
572
Total Investment Management
Arizona
$494K -$8.93K -594 -2%
Stifel Financial
573
Stifel Financial
Missouri
$491K +$31.9K +2,124 +7%
PWMAG
574
Pinnacle Wealth Management Advisory Group
New Jersey
$487K +$172K +11,463 +54%
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$486K +$426K +28,362 +677%

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.