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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
DFC
726
DB Fitzpatrick & Co
Idaho
$251K +$245K +13,320 New
MW
727
Marcum Wealth
Ohio
$250K +$244K +13,254 New
TCWA
728
Ten Capital Wealth Advisors
Washington
$249K
LFG
729
Larson Financial Group
Missouri
$247K +$2.1K +114 +0.9%
PWMAG
730
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$221 +12 +0.1%
MOS
731
MGO One Seven
Ohio
$243K -$37.6K -2,046 -14%
VFA
732
Valeo Financial Advisors
Indiana
$243K -$4.2K -228 -2%
CAL
733
Capital Analysts LLC
Pennsylvania
$242K +$773 +42 +0.3%
CWA
734
Carolina Wealth Advisors
South Carolina
$241K +$37K +2,010 +19%
PFPT
735
Pinnacle Financial Partners (Tennessee)
Tennessee
$237K
FFWA
736
FRG Family Wealth Advisors
Washington
$236K +$110 +6 +0%
GFP
737
Guardian Financial Partners
California
$236K +$230K +12,510 New
GWA
738
Geometric Wealth Advisors
District of Columbia
$236K +$231K +12,540 New
BO
739
BRR OpCo
Ohio
$235K
AC
740
AlphaCore Capital
California
$234K -$64.1K -3,486 -22%
MWM
741
Midwest Wealth Management
Indiana
$234K
CPSAC
742
Chas P. Smith & Associates (CPS)
Florida
$232K
MCM
743
MAI Capital Management
Ohio
$232K +$227K +12,318 New
ACMA
744
Arbor Capital Management (Alaska)
Alaska
$231K +$226K +12,282 New
Fifth Third Bancorp
745
Fifth Third Bancorp
Ohio
$230K -$29.4K -1,596 -12%
GD
746
Grandfield & Dodd
New York
$230K +$220K +11,982 New
ML
747
McAdam LLC
Pennsylvania
$229K +$223K +12,138 New
SAM
748
SP Asset Management
California
$227K
BWA
749
BlueSky Wealth Advisors
North Carolina
$225K -$55.4K -3,012 -20%
Fisher Asset Management
750
Fisher Asset Management
Washington
$225K +$220K +11,940 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.