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Schwab US Broad Market ETF

929 hedge funds and large institutions have $7.09B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 348 increasing their positions, 321 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 31

185% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $7.09M

14% more capital invested

Capital invested by funds: $6.21B → $7.09B (+$882M)

9% more funds holding in top 10

Funds holding in top 10: 102111 (+9)

9% more funds holding

Funds holding: 855929 (+74)

7.55% more ownership

Funds ownership: 98.06%105.61% (+7.5%)

8% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 321

Holders
929
Holders Change
+74
Holders Change %
+8.65%
% of All Funds
14.93%
Holding in Top 10
111
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.82%
% of All Funds
1.78%
New
125
Increased
348
Reduced
321
Closed
31
Calls
$20.2M
Puts
$7.09M
Net Calls
+$13.1M
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
801
Biltmore Family Office
North Carolina
$101K +$101K +6,750 New
Citigroup
802
Citigroup
New York
$100K +$2.71K +180 +3%
TF
803
Tompkins Financial
New York
$98K
SPIA
804
Steward Partners Investment Advisory
New York
$92.7K -$7.35K -489 -7%
LB
805
Legacy Bridge
Iowa
$91.9K
HPC
806
HM Payson & Co
Maine
$87K
CFGS
807
Concourse Financial Group Securities
Alabama
$83.8K
CG
808
Cutler Group
California
$83K +$84K +5,586 New
TSWM
809
Tyler-Stone Wealth Management
Ohio
$79K
TWA
810
TCI Wealth Advisors
Arizona
$75.4K +$56.7K +3,774 +297%
First Manhattan
811
First Manhattan
New York
$70K +$1.8K +120 +3%
MWM
812
MinichMacGregor Wealth Management
New York
$69.6K +$70K +4,659 New
ME
813
McIlrath & Eck
Washington
$67.5K
CWC
814
Carolinas Wealth Consulting
North Carolina
$65.9K +$22.8K +1,518 +52%
PCM
815
Perritt Capital Management
Illinois
$63.2K +$63.6K +4,230 New
WT
816
Whittier Trust
California
$62.6K
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.2K +$40.8K +2,712 +216%
BWM
818
BerganKDV Wealth Management
Minnesota
$58.7K -$3.11K -207 -5%
CA
819
Clearstead Advisors
Ohio
$57.2K -$5.05K -336 -8%
MA
820
Montag & Associates
Georgia
$54.8K +$55.2K +3,672 New
CWM
821
Cedar Wealth Management
California
$53.8K
GWS
822
Glassman Wealth Services
Virginia
$53.6K
PO
823
Private Ocean
California
$52K +$180 +12 +0.3%
NG
824
NWK Group
California
$49.9K +$2.57K +171 +5%
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.3K +$31.6K +2,100 +175%

SCHB Hedge Fund Activity: Q4 2022 in Review

929 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2022, worth a combined $7.09B — up 14% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new SCHB positions and 31 closed out — a net gain of 94 holders — while 348 added to existing stakes and 321 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $209M. The largest seller was UBS AM, exiting entirely with an estimated $108M sold.

  • 929 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2022, up from 855 in Q3 2022.
  • Funds reported $7.09B of Schwab US Broad Market ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 125 funds opened new Schwab US Broad Market ETF positions in Q4 2022 and 31 closed out, a net change of +94 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $209M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2022 was UBS AM, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2022.