Schwab US Broad Market ETF
SCHB
891 hedge funds and large institutions have $8.15B invested in Schwab US Broad Market ETF in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 339 increasing their positions, 360 reducing their positions, and 54 closing their positions.
37% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $10.3M
11% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 54
0% less funds holding
Funds holding: 894 → 891 (-3)
1% less funds holding in top 10
Funds holding in top 10: 116 → 115 (-1)
6% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 360
6% less capital invested
Capital invested by funds: $8.63B → $8.15B (-$487M)
108.75% less ownership
Funds ownership: 215.58% → 106.83% (-109%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
+$107M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$50.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$46.9M |
| 4 |
LW
Libra Wealth
Los Gatos,
California
|
+$36.8M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$84.1M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$51M |
| 3 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$28M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$22.2M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$18.3M |
SCHB Hedge Fund Activity: Q1 2022 in Review
891 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2022, worth a combined $8.15B — down 5.6% from $8.63B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHB positions and 54 closed out — a net gain of 6 holders — while 339 added to existing stakes and 360 trimmed.
The largest buyer was Coulter & Justus Financial Services, opening a new position worth an estimated $107M. The largest seller was Milliman Financial Risk Management, cutting an estimated $84.1M.
- 891 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2022, down from 894 in Q4 2021.
- Funds reported $8.15B of Schwab US Broad Market ETF stock for Q1 2022, down 5.6% quarter-over-quarter.
- 60 funds opened new Schwab US Broad Market ETF positions in Q1 2022 and 54 closed out, a net change of +6 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2022 was Coulter & Justus Financial Services, an estimated $107M added.
- The largest Schwab US Broad Market ETF seller in Q1 2022 was Milliman Financial Risk Management, an estimated $84.1M sold.
Based on aggregated 13F filings for Q1 2022.