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Schwab US Broad Market ETF
SCHB

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: 102 → 111 (+9)

9% more funds holding

Funds holding: 855 → 929 (+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

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$209M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$45.9M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$43.6M
4
HWM
HB Wealth Management
Georgia
+$28.2M
5
PRS
Pinkerton Retirement Specialists
Idaho
+$25.2M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$108M
2
SCM
SCS Capital Management
Massachusetts
-$21.9M
3
GAM
Gemmer Asset Management
California
-$12.4M
4
APW
Aurora Private Wealth
New Jersey
-$8.95M
5
Creative Planning
Creative Planning
Kansas
-$8.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
901
Bangor Savings Bank
Maine
$8K +$7.67K +510 New
BBHC
902
Brown Brothers Harriman & Co
New York
$7.89K – – –
CA
903
CoreCap Advisors
Michigan
$7.39K +$7.44K +495 New
AW
904
Avion Wealth
Texas
$7K – – –
FWM
905
Focused Wealth Management
New York
$6.72K – – –
BAM
906
Bellevue Asset Management
Washington
$6.22K – – –
GFWA
907
Grey Fox Wealth Advisors
Delaware
$6K +$6.04K +402 New
CAM
908
Costello Asset Management
Pennsylvania
$5.38K +$225 +15 +4%
IGWM
909
ICA Group Wealth Management
Colorado
$5.38K +$5.41K +360 New
CMA
910
Cedar Mountain Advisors
Oregon
$4.66K – – –
HCP
911
Hexagon Capital Partners
Arkansas
$4.17K – – –
CS
912
Comerica Securities
Michigan
$4.12K +$4.15K +276 New
BEI
913
Benjamin Edwards Inc
Missouri
$4K – – –
GWSA
914
Global Wealth Strategies & Associates
Colorado
$3.14K +$3.16K +210 New
WFA
915
Wells Financial Advisors
Massachusetts
$2.87K – – –
TFA
916
Toth Financial Advisory
Virginia
$2.78K – – –
DAM
917
Delta Asset Management
Tennessee
$2.73K +$2.75K +183 New
BWA
918
BDO Wealth Advisors
Florida
$2.68K – – –
BHWM
919
Beaird Harris Wealth Management
Texas
$2.6K – – –
TCM
920
Tradewinds Capital Management
Washington
$2.38K +$2.21K +147 +1,225%
RDFA
921
Ritter Daniher Financial Advisory
Ohio
$2K +$45 +3 +2%
TWP
922
TFO Wealth Partners
Ohio
$1.58K -$120K -7,959 -99%
Citadel Advisors
923
Citadel Advisors
Florida
$1.57K -$3.36M -223,788 -100%
EWM
924
Endurance Wealth Management
Rhode Island
$1K – – –
PP
925
PFS Partners
New Jersey
$462 – – –
35 36
37
38 39

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.