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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
CCM
676
Coldstream Capital Management
Washington
$307K -$49.5K -2,688 -14%
GLA
677
Good Life Advisors
Pennsylvania
$307K +$1.1K +60 +0.4%
RWG
678
Ratio Wealth Group
Colorado
$307K
BWM
679
BT Wealth Management
Georgia
$306K +$299K +16,260 New
SRC
680
Sage Rhino Capital
California
$304K +$297K +16,134 New
MFT
681
Moisand Fitzgerald Tamayo
Florida
$303K -$45.8K -2,490 -13%
RRCM
682
Rappaport Reiches Capital Management
Illinois
$300K +$4.53K +246 +2%
CNC
683
Canandaigua National Corp
New York
$299K
Citadel Advisors
684
Citadel Advisors
Florida
$297K +$290K +15,786 New
VWA
685
Visionary Wealth Advisors
Illinois
$295K +$288K +15,660 New
GGS
686
Galvin Gaustad & Stein
Arizona
$294K +$287K +15,600 New
AFA
687
American Financial Advisors
Georgia
$293K -$20K -1,086 -7%
HWA
688
Heritage Wealth Advisors
Virginia
$293K
PMFA
689
Plante Moran Financial Advisors
Michigan
$292K -$187K -10,164 -40%
ACA
690
Affinity Capital Advisors
California
$292K +$4.75K +258 +2%
TFS
691
TrustCore Financial Services
Tennessee
$291K -$10.9K -594 -4%
WTC
692
WhitTier Trust Company
Nevada
$289K
SFG
693
SevenBridge Financial Group
Pennsylvania
$288K -$143K -7,788 -34%
OIA
694
Optimum Investment Advisors
Illinois
$286K
FCH
695
Freestone Capital Holdings
Washington
$286K +$279K +15,174 New
FBB
696
Fulton Breakefield Broenniman
Maryland
$283K +$277K +15,036 New
PAM
697
Palisade Asset Management
Minnesota
$282K -$178K -9,660 -39%
WCFA
698
Walkner Condon Financial Advisors
Wisconsin
$281K +$274K +14,910 New
PP
699
PDS Planning
Ohio
$280K -$2.1K -114 -0.8%
BDF
700
Black Diamond Financial
Maryland
$280K +$1.32K +72 +0.5%

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.