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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
TWA
801
TCI Wealth Advisors
Arizona
$18K -$47 -3 -0.2%
BCMLT
802
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K – – –
RDIA
803
RE Dickinson Investment Advisors
Iowa
$18K +$933 +60 +5%
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$19.5K +1,254 New
CFD
805
Creative Financial Designs
Indiana
$17K – – –
JGIA
806
Jackson Grant Investment Advisers
Connecticut
$17K +$93 +6 +0.5%
CWAF
807
Core Wealth Advisors (Florida)
Florida
$16K -$56K -3,600 -76%
AWM
808
AllSquare Wealth Management
New York
$16K – – –
GI
809
Gradient Investments
Minnesota
$16K – – –
SC
810
Schubert & Co
Texas
$16K – – –
AWM
811
Aberdeen Wealth Management
Illinois
$15K – – –
BCM
812
Blume Capital Management
California
$15K – – –
HWMA
813
Heritage Wealth Management (Arizona)
Arizona
$15K – – –
TCOV
814
Trust Company of Vermont
Vermont
$15K +$16.4K +1,056 New
TFP
815
Tilia Fiduciary Partners
North Carolina
$14K -$13.4K -861 -47%
LC
816
Lindbrook Capital
California
$14K -$6.86K -441 -31%
PWM
817
Provident Wealth Management
Tennessee
$14K -$6.16K -396 -29%
IAMOG
818
Investors Asset Management of Georgia
Georgia
$14K +$47 +3 +0.3%
OPW
819
Oxler Private Wealth
New York
$11.3K – – –
LF
820
Lee Financial
Texas
$10K – – –
NFSG
821
Newbridge Financial Services Group
Florida
$10K – – –
FP
822
Financial Perspectives
Minnesota
$9.83K – – –
TRCT
823
Tower Research Capital (TRC)
New York
$9K -$9.15K -588 -49%
AFS
824
Annapolis Financial Services
Maryland
$9K – – –
GA
825
GoalVest Advisory
New York
$9K – – –
31 32
33
34 35

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.