Schwab US Broad Market ETF
SCHB
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.
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: 777 → 894 (+117)
10% more funds holding in top 10
Funds holding in top 10: 105 → 116 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$186M |
| 2 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
+$73M |
| 3 |
Cerity Partners
New York
|
+$16.2M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$9M |
| 5 |
WC
Wealth CMT
Cherry Hill,
New Jersey
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$27.9M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$20.2M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$19.3M |
| 4 |
Betterment LLC
New York
|
-$18M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.5M |
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.