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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
SGWM
701
Sterling Group Wealth Management
California
$263K +$264K +17,586 New
SFP
702
Shepherd Financial Partners
Massachusetts
$261K
ONSWM
703
Old North State Wealth Management
North Carolina
$261K +$1.17K +78 +0.4%
IAM
704
Innovis Asset Management
Illinois
$259K +$260K +17,310 New
CAM
705
Cubic Asset Management
Massachusetts
$258K
CWM
706
Cabot Wealth Management
Massachusetts
$257K -$76K -5,055 -23%
MIM
707
Moseley Investment Management
Florida
$256K
APA
708
Astoria Portfolio Advisors
New York
$254K -$12.3K -816 -5%
CWA
709
Carolina Wealth Advisors
South Carolina
$254K +$271 +18 +0.1%
JC
710
Jacobs & Co
California
$252K -$90 -6 -0%
BWA
711
Burt Wealth Advisors
Maryland
$251K
VIA
712
Vickerman Investment Advisors
Washington
$249K +$251K +16,683 New
RFC
713
Regions Financial Corp
Alabama
$248K
IC
714
IEQ Capital
California
$248K -$927K -61,704 -79%
GLA
715
Good Life Advisors
Pennsylvania
$247K +$1.13K +75 +0.5%
SHA
716
Seneca House Advisors
Virginia
$247K -$32.4K -2,157 -12%
YAL
717
Your Advocates Ltd
Texas
$244K +$1.13K +75 +0.5%
SRC
718
Sage Rhino Capital
California
$244K +$902 +60 +0.4%
RWG
719
Ratio Wealth Group
Colorado
$243K
CAP
720
Columbia Advisory Partners
Washington
$243K -$4.78K -318 -2%
V
721
ViaWealth
Kansas
$243K +$241K +16,008 New
PAM
722
Private Asset Management
California
$241K -$29.3K -1,950 -11%
BDF
723
Black Diamond Financial
Maryland
$239K +$631 +42 +0.3%
BFA
724
Bill Few Associates
Pennsylvania
$239K +$240K +15,972 New
WFAG
725
Wescott Financial Advisory Group
Pennsylvania
$238K +$496 +33 +0.2%

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.