Schwab US Broad Market ETF
SCHB
932 hedge funds and large institutions have $7.1B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 349 increasing their positions, 322 reducing their positions, and 31 closing their positions.
306% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 31
185% more call options, than puts
Call options by funds: $20.2M | Put options by funds: $7.09M
14% more capital invested
Capital invested by funds: $6.22B → $7.1B (+$882M)
9% more funds holding
Funds holding: 857 → 932 (+75)
9% more funds holding in top 10
Funds holding in top 10: 103 → 112 (+9)
7.55% more ownership
Funds ownership: 98.16% → 105.71% (+7.6%)
8% more repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 322
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$209M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$45.9M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$43.6M |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$28.2M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$108M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$21.9M |
| 3 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$12.4M |
| 4 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$8.95M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$8.21M |
SCHB Hedge Fund Activity: Q4 2022 in Review
932 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2022, worth a combined $7.1B — up 14% from $6.22B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new SCHB positions and 31 closed out — a net gain of 95 holders — while 349 added to existing stakes and 322 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $209M. The largest seller was UBS AM, exiting entirely with an estimated $108M sold.
- 932 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2022, up from 857 in Q3 2022.
- Funds reported $7.1B of Schwab US Broad Market ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 126 funds opened new Schwab US Broad Market ETF positions in Q4 2022 and 31 closed out, a net change of +95 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2022 was Wealthfront Advisers, an estimated $209M added.
- The largest Schwab US Broad Market ETF seller in Q4 2022 was UBS AM, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2022.