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Schwab US Broad Market ETF
SCHB

889 hedge funds and large institutions have $8.14B invested in Schwab US Broad Market ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 339 increasing their positions, 360 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $14.2M | Put options by funds: $10.3M

7% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 54

1% less funds holding

Funds holding: 894 → 889 (-5)

6% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 360

2% less funds holding in top 10

Funds holding in top 10: 116 → 114 (-2)

6% less capital invested

Capital invested by funds: $8.63B → $8.14B (-$495M)

108.85% less ownership

Funds ownership: 215.58% → 106.73% (-109%)

Holders
889
Holders Change
-5
Holders Change %
-0.56%
% of All Funds
14.02%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.8%
New
58
Increased
339
Reduced
360
Closed
54
Calls
$14.2M
Puts
$10.3M
Net Calls
+$3.87M
Net Calls Change
+$5.16M

Top Buyers

Rank Fund Capital Flow
1
CJFS
Coulter & Justus Financial Services
Tennessee
+$107M
2
FFN
Focus Financial Network
Minnesota
+$50.8M
3
Creative Planning
Creative Planning
Kansas
+$46.9M
4
LW
Libra Wealth
California
+$36.8M
5
Mariner
Mariner
Kansas
+$31M

Top Sellers

Rank Fund Capital Flow
1
MFRM
Milliman Financial Risk Management
Illinois
-$84.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$51M
3
PRS
Pinkerton Retirement Specialists
Idaho
-$28M
4
SCM
SCS Capital Management
Massachusetts
-$22.2M
5
OAJ
Ogorek Anthony Joseph
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
801
O'Dell Group
Ohio
$57K -$8.43K -480 -13%
MCM
802
MV Capital Management
Maryland
$56K -$9.48K -540 -15%
PGAM
803
Princeton Global Asset Management
New Jersey
$55K – – –
CA
804
Clearstead Advisors
Ohio
$54K +$18.9K +1,077 +55%
HFS
805
Hantz Financial Services
Michigan
$54K +$52.8K +3,009 New
WT
806
Whittier Trust
California
$53K – – –
CTC
807
Central Trust Company
Missouri
$49K – – –
NG
808
NWK Group
California
$49K +$5.37K +306 +12%
HRC
809
Hoertkorn Richard Charles
$48K – – –
CWC
810
Carolinas Wealth Consulting
North Carolina
$41K +$4.79K +273 +13%
TFM
811
TFC Financial Management
Massachusetts
$41K +$11.9K +678 +41%
PP
812
Pacifica Partners
Canada
$41K +$21.1K +1,200 New
WFA
813
Wells Financial Advisors
Massachusetts
$40K -$7.69K -438 -16%
JIR
814
James Investment Research
Ohio
$39K +$38.1K +2,169 New
SWM
815
Selective Wealth Management
Virginia
$38K – – –
PFBT
816
Parkside Financial Bank & Trust
Missouri
$38K +$53 +3 +0.1%
CP
817
Castleview Partners
Texas
$37K -$178K -10,122 -83%
TVWM
818
Tower View Wealth Management
Wisconsin
$37K +$105 +6 +0.3%
NIC
819
Northwest Investment Counselors
Oregon
$34K -$53 -3 -0.2%
MCM
820
Manchester Capital Management
Vermont
$33K – – –
TFP
821
Tilia Fiduciary Partners
North Carolina
$33K – – –
LWANC
822
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K +$527 +30 +2%
CWM
823
Curi Wealth Management
North Carolina
$32K +$31.8K +1,812 New
NWM
824
Nauset Wealth Management
Connecticut
$31K +$30.1K +1,716 New
CDIA
825
Capital Directions Investment Advisors
Georgia
$31K +$30.4K +1,734 New
31 32
33
34 35

SCHB Hedge Fund Activity: Q1 2022 in Review

889 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2022, worth a combined $8.14B — down 5.7% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SCHB positions and 54 closed out — a net gain of 4 holders — while 339 added to existing stakes and 360 trimmed.

The largest buyer was Coulter & Justus Financial Services, opening a new position worth an estimated $107M. The largest seller was Milliman Financial Risk Management, cutting an estimated $84.1M.

  • 889 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2022, down from 894 in Q4 2021.
  • Funds reported $8.14B of Schwab US Broad Market ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 58 funds opened new Schwab US Broad Market ETF positions in Q1 2022 and 54 closed out, a net change of +4 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2022 was Coulter & Justus Financial Services, an estimated $107M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2022 was Milliman Financial Risk Management, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2022.