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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
RWP
626
Revolve Wealth Partners
New Jersey
$398K +$388K +21,114 New
NEGWA
627
New England Guild Wealth Advisors
Connecticut
$397K +$442 +24 +0.1%
CPWM
628
Cypress Point Wealth Management
Texas
$389K -$55.1K -2,994 -13%
TW
629
Transform Wealth
Colorado
$382K +$993 +54 +0.3%
FVWA
630
Foster Victor Wealth Advisors
South Carolina
$381K +$64.7K +3,516 +21%
CW
631
CreativeOne Wealth
Kansas
$380K -$15.7K -852 -4%
DY
632
Dowling & Yahnke
California
$380K
MM
633
Main Management
California
$378K +$19.6K +1,068 +6%
KBFS
634
Kohmann Bosshard Financial Services
Ohio
$376K -$63.7K -3,462 -15%
LAIC
635
Lederer & Associates Investment Counsel
California
$376K -$13.8K -750 -4%
RCWM
636
Royal Capital Wealth Management
Indiana
$375K +$366K +19,890 New
APA
637
Astoria Portfolio Advisors
New York
$374K +$365K +19,866 New
TIA
638
Tiemann Investment Advisors
California
$370K -$331 -18 -0.1%
RWA
639
River Wealth Advisors
Pennsylvania
$364K -$114K -6,210 -24%
CWM
640
Cadence Wealth Management
Massachusetts
$362K -$62.1K -3,378 -15%
JIC
641
Joel Isaacson & Co
New York
$359K -$59.7K -3,246 -15%
BFM
642
Boston Financial Management
Massachusetts
$356K
NSIM
643
North Star Investment Management
Illinois
$356K
VCM
644
Versant Capital Management
Arizona
$354K -$12.8K -696 -4%
PB
645
Pinnacle Bancorp
Nebraska
$354K
PAM
646
Private Asset Management
California
$351K -$16.3K -888 -5%
PSF
647
Pacific Sun Financial
California
$348K
ECM
648
Evergreen Capital Management
Washington
$345K
AMM
649
American Money Management
California
$344K +$110 +6 +0%
MWA
650
Monograph Wealth Advisors
California
$341K +$333K +18,078 New

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.