Schwab US Broad Market ETF
SCHB
856 hedge funds and large institutions have $6.21B invested in Schwab US Broad Market ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 337 increasing their positions, 323 reducing their positions, and 50 closing their positions.
349% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $3.93M
4% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 323
8% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 50
2% less funds holding
Funds holding: 871 → 856 (-15)
2.2% less ownership
Funds ownership: 34.89% → 32.69% (-2.2%)
8% less funds holding in top 10
Funds holding in top 10: 111 → 102 (-9)
41% less capital inflows, than outflows
Capital inflows: $303M | Capital outflows: $513M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$120M |
| 2 |
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$24.6M |
| 3 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$8.69M |
| 4 |
HHM Wealth Advisors
Chattanooga,
Tennessee
|
+$5.59M |
| 5 |
PFG Advisors
Phoenix,
Arizona
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$210M |
| 2 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$43.6M |
| 3 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$40.6M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$12.6M |
| 5 |
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$12.3M |
SCHB Hedge Fund Activity: Q3 2022 in Review
856 of the 5,833 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2022, worth a combined $6.21B — down 7.8% from $6.74B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of SCHB and 46 opened new positions — a net loss of 4 holders — while 323 trimmed existing stakes and 337 added.
The largest buyer was UBS AM, opening a new position worth an estimated $120M. The largest seller was Wealthfront Advisers, cutting an estimated $210M.
- 856 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2022, down from 871 in Q2 2022.
- Funds reported $6.21B of Schwab US Broad Market ETF stock for Q3 2022, down 7.8% quarter-over-quarter.
- 46 funds opened new Schwab US Broad Market ETF positions in Q3 2022 and 50 closed out, a net change of -4 holders.
- The largest Schwab US Broad Market ETF buyer in Q3 2022 was UBS AM, an estimated $120M added.
- The largest Schwab US Broad Market ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $210M sold.
Based on aggregated 13F filings for Q3 2022.