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Schwab US Broad Market ETF

855 hedge funds and large institutions have $6.21B invested in Schwab US Broad Market ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 336 increasing their positions, 323 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

349% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.93M

4% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 323

8% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 50

2% less funds holding

Funds holding: 870855 (-15)

6.61% less ownership

Funds ownership: 104.67%98.06% (-6.6%)

8% less capital invested

Capital invested by funds: $6.73B → $6.21B (-$524M)

8% less funds holding in top 10

Funds holding in top 10: 111102 (-9)

Holders
855
Holders Change
-15
Holders Change %
-1.72%
% of All Funds
14.73%
Holding in Top 10
102
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.11%
% of All Funds
1.76%
New
46
Increased
336
Reduced
323
Closed
50
Calls
$17.6M
Puts
$3.93M
Net Calls
+$13.7M
Net Calls Change
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
626
Dowling & Yahnke
California
$300K +$20K +1,287 +6%
C
627
Certuity
Florida
$297K +$560 +36 +0.2%
Millennium Management
628
Millennium Management
New York
$297K +$330K +21,243 New
RCAG
629
Rehmann Capital Advisory Group
Michigan
$297K
PWMAG
630
Pinnacle Wealth Management Advisory Group
New Jersey
$296K +$187 +12 +0.1%
NEGWA
631
New England Guild Wealth Advisors
Connecticut
$296K +$373 +24 +0.1%
AMIM
632
Aull & Monroe Investment Management
Alabama
$294K -$7.47K -480 -2%
LW
633
Linscomb Wealth
Texas
$288K
RVPG
634
Relative Value Partners Group
$287K +$319K +20,490 New
VAS
635
Vestmark Advisory Solutions
Massachusetts
$283K +$315K +20,232 New
OPWM
636
Oxinas Partners Wealth Management
Indiana
$282K -$1.7M -109,272 -84%
LAIC
637
Lederer & Associates Investment Counsel
California
$280K
RPA
638
Rock Point Advisors
Vermont
$280K +$52.3K +3,360 +20%
WCFA
639
Walkner Condon Financial Advisors
Wisconsin
$278K -$20.4K -1,314 -6%
BCI
640
Brinker Capital Investments
Pennsylvania
$277K
SHWM
641
Silicon Hills Wealth Management
Texas
$273K -$115K -7,404 -27%
LNWWM
642
Laird Norton Wetherby Wealth Management
California
$273K +$56.1K +3,606 +23%
TIA
643
Tiemann Investment Advisors
California
$272K -$840 -54 -0.3%
RCWM
644
Royal Capital Wealth Management
Indiana
$272K +$93 +6 +0%
JIC
645
Joel Isaacson & Co
New York
$270K -$58.2K -3,741 -16%
PP
646
PDS Planning
Ohio
$269K +$140 +9 +0%
PB
647
Pinnacle Bancorp
Nebraska
$263K
KBFS
648
Kohmann Bosshard Financial Services
Ohio
$261K
SHA
649
Seneca House Advisors
Virginia
$261K +$2.38K +153 +0.8%
TCWM
650
Total Clarity Wealth Management
Illinois
$260K -$111K -7,125 -28%

SCHB Hedge Fund Activity: Q3 2022 in Review

855 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2022, worth a combined $6.21B — down 7.8% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SCHB and 46 opened new positions — a net loss of 4 holders — while 323 trimmed existing stakes and 336 added.

The largest buyer was UBS AM, opening a new position worth an estimated $120M. The largest seller was Wealthfront Advisers, cutting an estimated $210M.

  • 855 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2022, down from 870 in Q2 2022.
  • Funds reported $6.21B of Schwab US Broad Market ETF stock for Q3 2022, down 7.8% quarter-over-quarter.
  • 46 funds opened new Schwab US Broad Market ETF positions in Q3 2022 and 50 closed out, a net change of -4 holders.
  • The largest Schwab US Broad Market ETF buyer in Q3 2022 was UBS AM, an estimated $120M added.
  • The largest Schwab US Broad Market ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2022.