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Schwab US Broad Market ETF
SCHB

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: 777 → 894 (+117)

10% more funds holding in top 10

Funds holding in top 10: 105 → 116 (+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

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$186M
2
LP
LGL Partners
Pennsylvania
+$73M
3
Cerity Partners
Cerity Partners
New York
+$16.2M
4
SFA
Sequoia Financial Advisors
Ohio
+$9M
5
WC
Wealth CMT
New Jersey
+$8.28M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$27.9M
2
SCM
SCS Capital Management
Massachusetts
-$20.2M
3
AWM
Avior Wealth Management
Nebraska
-$19.3M
4
Betterment LLC
Betterment LLC
New York
-$18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$14.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
826
Carolinas Wealth Consulting
North Carolina
$39K +$2.43K +132 +7%
BAM
827
Barrett Asset Management
New York
$37K – – –
CA
828
Clearstead Advisors
Ohio
$37K +$30.6K +1,662 +589%
NFSG
829
Newbridge Financial Services Group
Florida
$36K -$1.32K -72 -4%
NIC
830
Northwest Investment Counselors
Oregon
$36K +$34.9K +1,896 New
LWANC
831
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K -$2.21K -120 -6%
FHA
832
First Horizon Advisors
Tennessee
$35K – – –
MCM
833
Manchester Capital Management
Vermont
$35K – – –
TFP
834
Tilia Fiduciary Partners
North Carolina
$35K +$34.1K +1,854 New
HWM
835
HighMark Wealth Management
Minnesota
$32K +$110 +6 +0.4%
OSAM
836
O'Shaughnessy Asset Management
Connecticut
$31K – – –
TFM
837
TFC Financial Management
Massachusetts
$31K – – –
CFCI
838
Comprehensive Financial Consultants Institutional
Indiana
$31K +$33.1K +1,800 New
OFG
839
Oxford Financial Group
Indiana
$29K – – –
GWM
840
Geneos Wealth Management
Colorado
$27K +$110 +6 +0.4%
CCM
841
Covington Capital Management
California
$26K -$42.3K -2,298 -62%
PCG
842
Private Capital Group
Connecticut
$26K – – –
WWM
843
Wolff Wiese Magana
California
$26K – – –
TWA
844
TCI Wealth Advisors
Arizona
$25K -$552 -30 -2%
EIP
845
Ellis Investment Partners
Pennsylvania
$25K +$110 +6 +0.4%
MCA
846
Maryland Capital Advisors
Maryland
$25K +$24.7K +1,344 New
JFA
847
JNBA Financial Advisors
Minnesota
$24K +$442 +24 +2%
CMA
848
Cedar Mountain Advisors
Oregon
$24K +$773 +42 +3%
JGIA
849
Jackson Grant Investment Advisers
Connecticut
$23K +$110 +6 +0.5%
NC
850
NewSquare Capital
Pennsylvania
$23K +$11K +600 +100%
32 33
34
35 36

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.