Schwab US Broad Market ETF
SCHB
779 hedge funds and large institutions have $7.46B invested in Schwab US Broad Market ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 315 increasing their positions, 266 reducing their positions, and 22 closing their positions.
345% more call options, than puts
Call options by funds: $8.58M | Put options by funds: $1.93M
68% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 22
18% more repeat investments, than reductions
Existing positions increased: 315 | Existing positions reduced: 266
4% more funds holding in top 10
Funds holding in top 10: 102 → 106 (+4)
1% more capital invested
Capital invested by funds: $7.39B → $7.46B (+$69.2M)
0% more funds holding
Funds holding: 777 → 779 (+2)
0.06% more ownership
Funds ownership: 207.78% → 207.84% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$194M |
| 2 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$78.8M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$36.5M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$24M |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$88.1M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$80.3M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$54.4M |
| 4 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
-$52.9M |
| 5 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$23.4M |
SCHB Hedge Fund Activity: Q3 2021 in Review
779 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2021, worth a combined $7.46B — up 0.94% from $7.39B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SCHB positions and 22 closed out — a net gain of 15 holders — while 315 added to existing stakes and 266 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $194M. The largest seller was SCS Capital Management, cutting an estimated $88.1M.
- 779 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2021, up from 777 in Q2 2021.
- Funds reported $7.46B of Schwab US Broad Market ETF stock for Q3 2021, up 0.94% quarter-over-quarter.
- 37 funds opened new Schwab US Broad Market ETF positions in Q3 2021 and 22 closed out, a net change of +15 holders.
- The largest Schwab US Broad Market ETF buyer in Q3 2021 was Wealthfront Advisers, an estimated $194M added.
- The largest Schwab US Broad Market ETF seller in Q3 2021 was SCS Capital Management, an estimated $88.1M sold.
Based on aggregated 13F filings for Q3 2021.