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Schwab US Broad Market ETF
SCHB

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: 870 → 855 (-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: 111 → 102 (-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

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$120M
2
FANJ
Financial Architects (New Jersey)
New Jersey
+$24.6M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$8.69M
4
HWA
HHM Wealth Advisors
Tennessee
+$5.59M
5
PA
PFG Advisors
Arizona
+$5.46M

Top Sellers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
-$210M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$43.6M
3
AIP
Almanack Investment Partners
Pennsylvania
-$40.6M
4
Creative Planning
Creative Planning
Kansas
-$12.6M
5
BHB
Bank Hapoalim BM
Israel
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
751
McIlrath & Eck
Washington
$63K – – –
FPB
752
First PREMIER Bank
South Dakota
$62K -$1.87K -120 -3%
OSAM
753
O'Shaughnessy Asset Management
Connecticut
$59K +$18.4K +1,185 +39%
WT
754
Whittier Trust
California
$59K +$18.5K +1,191 +40%
BWM
755
BerganKDV Wealth Management
Minnesota
$58K +$3.73K +240 +6%
CA
756
Clearstead Advisors
Ohio
$58K +$14.8K +951 +30%
ODG
757
O'Dell Group
Ohio
$51K +$6.72K +432 +14%
CWM
758
Cedar Wealth Management
California
$50K – – –
GWS
759
Glassman Wealth Services
Virginia
$50K – – –
FSWA
760
Financial Synergies Wealth Advisors
Texas
$48.9K +$140 +9 +0.3%
FA
761
Fortis Advisors
Pennsylvania
$48K – – –
PO
762
Private Ocean
California
$48K +$7.65K +492 +17%
FA
763
Flagstar Advisors
New York
$46.5K +$51.6K +3,318 New
MAWCM
764
Mine & Arao Wealth Creation & Management
California
$46K – – –
MCM
765
MV Capital Management
Maryland
$44K – – –
NG
766
NWK Group
California
$44K – – –
PGAM
767
Princeton Global Asset Management
New Jersey
$43K – – –
HFS
768
Hantz Financial Services
Michigan
$42K +$187 +12 +0.4%
CWC
769
Carolinas Wealth Consulting
North Carolina
$40K +$1.17K +75 +3%
CTC
770
Central Trust Company
Missouri
$38K – – –
HRC
771
Hoertkorn Richard Charles
$38K – – –
JFA
772
JNBA Financial Advisors
Minnesota
$38K – – –
TFM
773
TFC Financial Management
Massachusetts
$32K – – –
LS
774
Leelyn Smith
Illinois
$32K +$35.8K +2,301 New
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$30K – – –
29 30
31
32 33

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.