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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
HWM
826
HighMark Wealth Management
Minnesota
$30K +$158 +9 +0.5%
OSAM
827
O'Shaughnessy Asset Management
Connecticut
$29K – – –
RA
828
Resolute Advisors
California
$28K -$150K -8,568 -85%
NFSG
829
Newbridge Financial Services Group
Florida
$28K -$6.11K -348 -18%
OFG
830
Oxford Financial Group
Indiana
$27K – – –
WAM
831
Worth Asset Management
Texas
$27K +$30.5K +1,740 New
GWM
832
Geneos Wealth Management
Colorado
$26K +$105 +6 +0.4%
CCM
833
Covington Capital Management
California
$25K – – –
WWM
834
Wolff Wiese Magana
California
$25K +$105 +6 +0.4%
PCG
835
Private Capital Group
Connecticut
$24K – – –
MCA
836
Maryland Capital Advisors
Maryland
$23K -$843 -48 -4%
TWA
837
TCI Wealth Advisors
Arizona
$23K -$474 -27 -2%
JFA
838
JNBA Financial Advisors
Minnesota
$23K -$421 -24 -2%
GWANC
839
Guardian Wealth Advisors (North Carolina)
North Carolina
$23K +$12.7K +726 +133%
GA
840
GoalVest Advisory
New York
$22K +$21.7K +1,236 New
CFD
841
Creative Financial Designs
Indiana
$21K – – –
JGIA
842
Jackson Grant Investment Advisers
Connecticut
$21K +$105 +6 +0.5%
RDIA
843
RE Dickinson Investment Advisors
Iowa
$21K +$948 +54 +5%
BCMLT
844
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$21.1K +1,200 New
GI
845
Gradient Investments
Minnesota
$20K – – –
JMF
846
Johnson Midwest Financial
Iowa
$20K – – –
SC
847
Schubert & Co
Texas
$20K – – –
BCM
848
Blume Capital Management
California
$20K +$4.69K +267 +32%
AWM
849
Aberdeen Wealth Management
Illinois
$19K – – –
LC
850
Lindbrook Capital
California
$17K +$53 +3 +0.3%
32 33
34
35 36

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.