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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
JWS
51
Juncture Wealth Strategies
Arizona
$33.2M -$3.29M -179,076 -9%
PIMG
52
Patriot Investment Management Group
Tennessee
$32.7M +$194K +10,560 +0.6%
PRS
53
Pinkerton Retirement Specialists
Idaho
$31.4M +$1.01M +54,966 +3%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$30.7M -$407K -22,140 -1%
SA
55
Strategic Advisors
New York
$30.1M -$606K -32,958 -2%
JIP
56
Jaffetilchin Investment Partners
Florida
$28.8M +$759K +41,250 +3%
Truist Financial
57
Truist Financial
North Carolina
$28.8M -$1.07M -57,918 -4%
Morgan Stanley
58
Morgan Stanley
New York
$28.5M +$3.55M +192,918 +15%
AI
59
Accredited Investors
Minnesota
$28.3M -$434K -23,598 -2%
WA
60
WBH Advisory
Maryland
$27.9M +$580K +31,500 +2%
WWM
61
WT Wealth Management
Arizona
$27.1M -$331K -17,994 -1%
UBS Group
62
UBS Group
Switzerland
$26.2M +$1.37M +74,604 +6%
LPT
63
Legacy Private Trust
Wisconsin
$26.1M -$116K -6,324 -0.5%
LFS
64
Legacy Financial Strategies
Kansas
$25.6M +$251K +13,656 +1%
BHB
65
Bank Hapoalim BM
Israel
$25.4M
CG
66
Caprock Group
Idaho
$25.3M +$283K +15,402 +1%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$25.2M -$53.4K -2,904 -0.2%
BC
68
Bartlett & Co
Ohio
$25.2M -$53.4K -2,904 -0.2%
EE
69
EWG Elevate
California
$24.7M +$879K +47,766 +4%
TI
70
Truepoint Inc
Ohio
$23.9M -$252K -13,710 -1%
CCA
71
Cobblestone Capital Advisors
New York
$23M -$1.02M -55,476 -4%
Wells Fargo
72
Wells Fargo
California
$22.5M +$94.5K +5,136 +0.4%
RBC
73
Roble Belko & Company
Pennsylvania
$22.5M -$1.52M -82,416 -6%
GB
74
Goepper Burkhardt
South Carolina
$21.6M -$261K -14,208 -1%
SIG
75
Spinnaker Investment Group
California
$20.9M +$21.6M +1,174,806 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.