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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
ZF
176
Zhang Financial
Michigan
$5.86M +$1.66M +90,474 +41%
GAM
177
Garrison Asset Management
Arkansas
$5.84M -$31.6K -1,716 -0.6%
TA
178
TruWealth Advisors
Louisiana
$5.84M -$11.7K -636 -0.2%
Chevy Chase Trust
179
Chevy Chase Trust
Maryland
$5.73M
RCS
180
Retirement Capital Strategies
California
$5.59M +$5.46M +296,802 New
VAS
181
Valicenti Advisory Services
New York
$5.58M +$5.45M +295,992 New
SOAG
182
Silver Oak Advisory Group
Oregon
$5.54M +$5.41M +293,868 New
FWI
183
Facet Wealth Inc
Maryland
$5.52M -$186K -10,128 -3%
PA
184
Parallel Advisors
California
$5.41M -$602K -32,712 -10%
WCM
185
Whitener Capital Management
North Carolina
$5.37M -$273K -14,820 -5%
JIC
186
Johnson Investment Counsel
Ohio
$5.36M +$328K +17,832 +7%
WKWM
187
Walter & Keenan Wealth Management
Indiana
$5.32M -$17.4K -948 -0.3%
CPA
188
Cardiff Park Advisors
California
$5.32M +$5.2M +282,552 New
PCWA
189
Pacific Capital Wealth Advisors
California
$5.24M +$541K +29,406 +12%
SWM
190
Stockman Wealth Management
Montana
$5.23M +$549K +29,856 +12%
SA
191
SRH Advisors
Kansas
$5.19M +$502K +27,294 +11%
SFWC
192
Strategic Family Wealth Counselors
New Jersey
$5.19M -$155K -8,412 -3%
BFPW
193
BOK Financial Private Wealth
Colorado
$5.18M -$968K -52,632 -16%
BlackRock
194
BlackRock
New York
$5.18M -$377K -20,496 -7%
MWM
195
Meridian Wealth Management
Kentucky
$5.14M -$52.4K -2,850 -1%
MPI
196
Mairs & Power Inc
Minnesota
$5.13M
AOWM
197
Alpha Omega Wealth Management
Virginia
$5.12M -$339K -18,438 -6%
AWA
198
Alaska Wealth Advisors
Alaska
$5.07M +$190K +10,338 +4%
BSW
199
Buckingham Strategic Wealth
Missouri
$5M +$142K +7,704 +3%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$4.86M +$318K +17,286 +7%

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.