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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
LCM
201
Liberty Capital Management
Michigan
$4.12M +$140K +9,330 +4%
WKWM
202
Walter & Keenan Wealth Management
Indiana
$4.1M -$43.4K -2,886 -1%
WFA
203
Wade Financial Advisory
California
$4.1M +$432K +28,770 +12%
PA
204
Parallel Advisors
California
$4.04M -$78.9K -5,247 -2%
MPI
205
Mairs & Power Inc
Minnesota
$4.03M -$32.5K -2,160 -0.8%
BFPW
206
BOK Financial Private Wealth
Colorado
$4.03M -$66.8K -4,446 -2%
SWM
207
SeaCrest Wealth Management
New York
$4M +$83K +5,526 +2%
DWM
208
Destination Wealth Management
California
$3.98M +$1.84M +122,121 +85%
BPA
209
Beacon Pointe Advisors
California
$3.95M +$41.8K +2,784 +1%
AOWM
210
Alpha Omega Wealth Management
Virginia
$3.93M -$7.21K -480 -0.2%
VA
211
Valmark Advisers
Ohio
$3.93M +$20.1K +1,338 +0.5%
SEM
212
Strategic Equity Management
Arizona
$3.9M +$3.92M +260,961 New
PMG
213
ProVise Management Group
Florida
$3.88M -$151K -10,062 -4%
PA
214
Planning Alternatives
Michigan
$3.88M -$461K -30,648 -11%
BSW
215
Buckingham Strategic Wealth
Missouri
$3.86M +$96.7K +6,435 +3%
WBCM
216
Wilson & Boucher Capital Management
California
$3.84M +$109K +7,245 +3%
FA
217
Fagan Associates
New York
$3.82M -$43.6K -2,898 -1%
JP Morgan Chase
218
JP Morgan Chase
New York
$3.82M +$3.2M +213,126 +498%
Northern Trust
219
Northern Trust
Illinois
$3.81M +$18.7K +1,242 +0.5%
KIA
220
KCM Investment Advisors
California
$3.79M +$857 +57 +0%
RSWM
221
Robertson Stephens Wealth Management
California
$3.78M -$18.9K -1,257 -0.5%
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$3.75M
WCM
223
Whitener Capital Management
North Carolina
$3.75M -$272K -18,102 -7%
RDWM
224
Red Door Wealth Management
Tennessee
$3.75M -$2.48K -165 -0.1%
CPA
225
Cardiff Park Advisors
California
$3.75M -$2.04M -135,639 -35%

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.