Schwab US Broad Market ETF
SCHB
940 hedge funds and large institutions have $7.46B invested in Schwab US Broad Market ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 372 increasing their positions, 354 reducing their positions, and 53 closing their positions.
436% more call options, than puts
Call options by funds: $159M | Put options by funds: $29.7M
6% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 53
5% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 354
0% more funds holding in top 10
Funds holding in top 10: 116 → 116 (0)
0.47% less ownership
Funds ownership: 100.88% → 100.41% (-0.47%)
1% less funds holding
Funds holding: 947 → 940 (-7)
3% less capital invested
Capital invested by funds: $7.73B → $7.46B (-$264M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$40.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$17.7M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$16.1M |
| 4 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$11.2M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$40.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.8M |
| 3 |
Cerity Partners
New York
|
-$12.4M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$10.8M |
| 5 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
-$9.46M |
SCHB Hedge Fund Activity: Q3 2023 in Review
940 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2023, worth a combined $7.46B — down 3.4% from $7.73B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SCHB positions and 53 closed out — a net gain of 3 holders — while 372 added to existing stakes and 354 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $40.9M.
- 940 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2023, down from 947 in Q2 2023.
- Funds reported $7.46B of Schwab US Broad Market ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
- 56 funds opened new Schwab US Broad Market ETF positions in Q3 2023 and 53 closed out, a net change of +3 holders.
- The largest Schwab US Broad Market ETF buyer in Q3 2023 was HighTower Advisors, an estimated $40.5M added.
- The largest Schwab US Broad Market ETF seller in Q3 2023 was Wealthfront Advisers, an estimated $40.9M sold.
Based on aggregated 13F filings for Q3 2023.