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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
JMF
876
Johnson Midwest Financial
Iowa
$17K
GI
877
Gradient Investments
Minnesota
$16.8K
BCM
878
Blume Capital Management
California
$16.5K
AWM
879
Aberdeen Wealth Management
Illinois
$15.7K
CPFP
880
Clear Perspectives Financial Planning
Ohio
$15.3K -$11.5K -765 -43%
SC
881
Schubert & Co
Texas
$15.3K -$1.35K -90 -8%
LC
882
Lindbrook Capital
California
$14.8K +$90 +6 +0.6%
PWM
883
Provident Wealth Management
Tennessee
$14.7K +$45 +3 +0.3%
TFP
884
Tilia Fiduciary Partners
North Carolina
$14.7K +$45 +3 +0.3%
RBC
885
Romano Brothers & Co
Illinois
$14.2K +$14.2K +948 New
AWM
886
AllSquare Wealth Management
New York
$12.6K -$4.51K -300 -26%
TRCT
887
Tower Research Capital (TRC)
New York
$12K +$3.07K +204 +33%
ACP
888
Arcus Capital Partners
Georgia
$11.6K +$11.7K +777 New
CBT
889
CoreFirst Bank & Trust
Kansas
$11.6K +$11.6K +774 New
RF
890
Robbins Farley
New Hampshire
$11K +$6.13K +408 +124%
NFSG
891
Newbridge Financial Services Group
Florida
$10.6K
FP
892
Financial Perspectives
Minnesota
$10.5K
LF
893
Lee Financial
Texas
$10.2K
PCA
894
Providence Capital Advisors
North Carolina
$10K
IF
895
Integrity Financial
Wyoming
$9.32K
AFS
896
Annapolis Financial Services
Maryland
$9.14K
GA
897
GoalVest Advisory
New York
$9.14K
EA
898
Evolution Advisers
Virginia
$9K +$6.13K +408 +162%
NC
899
NewSquare Capital
Pennsylvania
$8.96K
WT
900
Washington Trust
Rhode Island
$8.42K

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.