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Schwab US Broad Market ETF
SCHB

870 hedge funds and large institutions have $6.73B invested in Schwab US Broad Market ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 362 increasing their positions, 319 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more call options, than puts

Call options by funds: $19.5M | Put options by funds: $3.37M

13% more repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 319

2.06% less ownership

Funds ownership: 106.73% → 104.67% (-2.1%)

2% less funds holding

Funds holding: 889 → 870 (-19)

3% less funds holding in top 10

Funds holding in top 10: 114 → 111 (-3)

12% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 66

17% less capital invested

Capital invested by funds: $8.14B → $6.73B (-$1.4B)

Holders
870
Holders Change
-19
Holders Change %
-2.14%
% of All Funds
14.66%
Holding in Top 10
111
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.63%
% of All Funds
1.87%
New
58
Increased
362
Reduced
319
Closed
66
Calls
$19.5M
Puts
$3.37M
Net Calls
+$16.1M
Net Calls Change
+$12.3M

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$139M
2
AWM
AE Wealth Management
Kansas
+$31M
3
HCM
Hengehold Capital Management
Ohio
+$19.8M
4
WAG
Winthrop Advisory Group
Massachusetts
+$16.6M
5
HWM
HB Wealth Management
Georgia
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
CJFS
Coulter & Justus Financial Services
Tennessee
-$108M
2
MFRM
Milliman Financial Risk Management
Illinois
-$46.1M
3
FANJ
Financial Architects (New Jersey)
New Jersey
-$30.4M
4
SCM
SCS Capital Management
Massachusetts
-$27.9M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$26.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
926
Private Capital Group
Connecticut
– -$24K -1,356 Closed
PP
927
Pacifica Partners
Canada
– -$41K -1,200 Closed
MCC
928
Money Concepts Capital
Florida
– -$14K -804 Closed
SCA
929
Stonebridge Capital Advisors
Minnesota
– -$4.14K -258 Closed
FFA
930
Freedman Financial Associates
Massachusetts
– -$4K -204 Closed
FCMA
931
Foresight Capital Management Advisors
Michigan
– -$2K -108 Closed
OLVIG
932
Oliver Lagore Vanvalin Investment Group
Michigan
– -$1K -84 Closed
MIM
933
Macroview Investment Management
Maryland
– -$1K -48 Closed
POIA
934
Pin Oak Investment Advisors
Texas
– -$48 -3 -9%
FCAS
935
First Command Advisory Services
Texas
– +$96 +6 New
34 35 36 37
38

SCHB Hedge Fund Activity: Q2 2022 in Review

870 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2022, worth a combined $6.73B — down 17% from $8.14B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SCHB and 58 opened new positions — a net loss of 8 holders — while 319 trimmed existing stakes and 362 added.

The largest buyer was Wealthfront Advisers, adding an estimated $139M. The largest seller was Coulter & Justus Financial Services, exiting entirely with an estimated $108M sold.

  • 870 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2022, down from 889 in Q1 2022.
  • Funds reported $6.73B of Schwab US Broad Market ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 58 funds opened new Schwab US Broad Market ETF positions in Q2 2022 and 66 closed out, a net change of -8 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2022 was Wealthfront Advisers, an estimated $139M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2022 was Coulter & Justus Financial Services, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2022.