Schwab US Broad Market ETF
SCHB
1,036 hedge funds and large institutions have $8.68B invested in Schwab US Broad Market ETF in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 411 increasing their positions, 327 reducing their positions, and 39 closing their positions.
399% more call options, than puts
Call options by funds: $177M | Put options by funds: $35.4M
279% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 39
26% more repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 327
16% more capital invested
Capital invested by funds: $7.46B → $8.68B (+$1.22B)
10% more funds holding
Funds holding: 940 → 1,036 (+96)
9% more funds holding in top 10
Funds holding in top 10: 116 → 126 (+10)
2.38% more ownership
Funds ownership: 100.41% → 102.79% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$39.4M |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
+$30M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$26.9M |
| 4 |
JP Morgan Chase
New York
|
+$24M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$42.3M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$13.9M |
| 3 |
Betterment LLC
New York
|
-$11.3M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
-$10.4M |
| 5 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$10.4M |
SCHB Hedge Fund Activity: Q4 2023 in Review
1,036 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2023, worth a combined $8.68B — up 16% from $7.46B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new SCHB positions and 39 closed out — a net gain of 109 holders — while 411 added to existing stakes and 327 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $39.4M. The largest seller was Wealthfront Advisers, cutting an estimated $42.3M.
- 1,036 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2023, up from 940 in Q3 2023.
- Funds reported $8.68B of Schwab US Broad Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 148 funds opened new Schwab US Broad Market ETF positions in Q4 2023 and 39 closed out, a net change of +109 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2023 was Morningstar Investment Services, an estimated $39.4M added.
- The largest Schwab US Broad Market ETF seller in Q4 2023 was Wealthfront Advisers, an estimated $42.3M sold.
Based on aggregated 13F filings for Q4 2023.