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Schwab US Broad Market ETF

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: 777894 (+117)

10% more funds holding in top 10

Funds holding in top 10: 105116 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KM
126
Kalos Management
Georgia
$10.7M +$103K +5,586 +1%
RWA
127
Rainsberger Wealth Advisors
Colorado
$10.5M +$10.3M +559,788 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$10.5M -$1.3M -70,914 -11%
SC
129
Savant Capital
Illinois
$10M +$941K +51,150 +11%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$9.74M -$180K -9,810 -2%
EFG
131
Everhart Financial Group
Ohio
$9.6M +$145K +7,866 +2%
DBRC
132
D.B. Root & Company
Pennsylvania
$9.56M +$52K +2,826 +0.6%
PCM
133
Passive Capital Management
Maryland
$9.49M +$9.27M +504,036 New
ICM
134
Islay Capital Management
Texas
$9.49M +$539K +29,322 +6%
Goldman Sachs
135
Goldman Sachs
New York
$9.46M +$7.13M +387,432 +338%
JMPWA
136
JP Morgan Private Wealth Advisors
California
$9.33M +$1.12M +60,810 +14%
WAM
137
Weinberger Asset Management
California
$9.07M +$8.86M +481,500 New
VFIC
138
Valley Forge Investment Consultants
Pennsylvania
$9.06M +$1.8M +97,830 +26%
MWA
139
Motive Wealth Advisors
Michigan
$9.04M -$150K -8,148 -2%
CHA
140
Carmichael Hill & Associates
Maryland
$8.96M +$170K +9,246 +2%
IA
141
IFP Advisors
Florida
$8.8M +$266K +14,472 +3%
TA
142
Trellis Advisors
Washington
$8.8M -$531K -28,860 -6%
DTIM
143
Danda Trouve Investment Management
Kansas
$8.73M +$2.76M +150,072 +48%
PS
144
Portfolio Solutions
Michigan
$8.62M -$83.7K -4,548 -1%
WPW
145
Waldron Private Wealth
Pennsylvania
$8.5M
WC
146
Wealth CMT
New Jersey
$8.48M +$8.28M +450,192 New
SBL
147
Sargent Bickham Lagudis
Colorado
$8.46M +$366K +19,878 +5%
OWM
148
Opes Wealth Management
California
$8.38M -$703K -38,190 -8%
SCA
149
Strategic Capital Advisers
Colorado
$8.21M -$115K -6,276 -1%
AA
150
Apriem Advisors
California
$8.2M -$20.4K -1,110 -0.3%

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.