Schwab US Broad Market ETF
SCHB
870 hedge funds and large institutions have $6.73B invested in Schwab US Broad Market ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 362 increasing their positions, 319 reducing their positions, and 66 closing their positions.
479% more call options, than puts
Call options by funds: $19.5M | Put options by funds: $3.37M
13% more repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 319
2.06% less ownership
Funds ownership: 106.73% → 104.67% (-2.1%)
2% less funds holding
Funds holding: 889 → 870 (-19)
3% less funds holding in top 10
Funds holding in top 10: 114 → 111 (-3)
12% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 66
17% less capital invested
Capital invested by funds: $8.14B → $6.73B (-$1.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$139M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$31M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$19.8M |
| 4 |
WAG
Winthrop Advisory Group
Boston,
Massachusetts
|
+$16.6M |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CJFS
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
-$108M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$46.1M |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$30.4M |
| 4 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$27.9M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$26.8M |
SCHB Hedge Fund Activity: Q2 2022 in Review
870 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2022, worth a combined $6.73B — down 17% from $8.14B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of SCHB and 58 opened new positions — a net loss of 8 holders — while 319 trimmed existing stakes and 362 added.
The largest buyer was Wealthfront Advisers, adding an estimated $139M. The largest seller was Coulter & Justus Financial Services, exiting entirely with an estimated $108M sold.
- 870 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2022, down from 889 in Q1 2022.
- Funds reported $6.73B of Schwab US Broad Market ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 58 funds opened new Schwab US Broad Market ETF positions in Q2 2022 and 66 closed out, a net change of -8 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2022 was Wealthfront Advisers, an estimated $139M added.
- The largest Schwab US Broad Market ETF seller in Q2 2022 was Coulter & Justus Financial Services, an estimated $108M sold.
Based on aggregated 13F filings for Q2 2022.