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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,167 hedge funds and large institutions have $14.1B invested in Schwab US Broad Market ETF in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 1,015 increasing their positions, 15 reducing their positions, and 39 closing their positions.

Holders
1,167
Holders Change
+74
Holders Change %
+6.77%
% of All Funds
15.54%
Holding in Top 10
138
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.34%
% of All Funds
1.84%
New
131
Increased
1,015
Reduced
15
Closed
39
Calls
$24.8M
Puts
$14.2M
Net Calls
+$10.5M
Net Calls Change
-$2.32M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
Betterment LLC
3
Betterment LLC
New York
$403M
4
R
4
Rebalance
California
$260M
5
SCM
5
SCS Capital Management
Massachusetts
$232M

Top Sellers

1
AIS
1
American Investment Services
Massachusetts
$0
2
MIS
2
Morningstar Investment Services
Illinois
$6.41M
3
ECG
3
Edge Capital Group
Georgia
$528K
4
HF
4
HRT Financial
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
226
Arcadia Investment Advisors
Idaho
$6.58M 289,872 +191,361 +194%
GCM
227
Graver Capital Management
Ohio
$6.52M 287,205 +287,205 New
AWS
228
Atria Wealth Solutions
New York
$6.5M 286,489 +217,338 +314%
AIM
229
AHL Investment Management
Florida
$6.48M 285,647 +189,541 +197%
William Blair & Company
230
William Blair & Company
Illinois
$6.48M 285,575 +204,026 +250%
WBCM
231
Wilson & Boucher Capital Management
California
$6.43M 283,132 +189,038 +201%
MIS
232
Morningstar Investment Services
Illinois
$6.41M 282,262 -548,884 -66%
AllianceBernstein
233
AllianceBernstein
Tennessee
$6.32M 278,497 +138,257 +99%
EFN
234
Equita Financial Network
Pennsylvania
$6.22M 274,060 +180,417 +193%
AQR Capital Management
235
AQR Capital Management
Connecticut
$6.2M 272,916 +185,907 +214%
BA
236
Ballast Advisors
Minnesota
$6.18M 272,320 +181,456 +200%
Northern Trust
237
Northern Trust
Illinois
$6.04M 265,993 +183,048 +221%
WFA
238
Wade Financial Advisory
California
$6M 264,258 +175,889 +199%
PMG
239
ProVise Management Group
Florida
$5.98M 263,498 +174,280 +195%
Financial Engines Advisors
240
Financial Engines Advisors
California
$5.97M 263,048 +192,822 +275%
MPI
241
Mairs & Power Inc
Minnesota
$5.93M 261,246 +174,164 +200%
SFWC
242
Strategic Family Wealth Counselors
New Jersey
$5.83M 256,717 +171,710 +202%
PA
243
PFG Advisors
Arizona
$5.82M 256,568 +171,817 +203%
CPA
244
Cardiff Park Advisors
California
$5.77M 253,984 +169,644 +201%
CP
245
Creekside Partners
California
$5.74M 252,963 +169,511 +203%
RSWM
246
Robertson Stephens Wealth Management
California
$5.74M 252,855 +172,271 +214%
FCM
247
Firestone Capital Management
Florida
$5.68M 250,319 +177,276 +243%
SWM
248
SeaCrest Wealth Management
New York
$5.66M 249,340 +166,467 +201%
Chevy Chase Trust
249
Chevy Chase Trust
Maryland
$5.61M 247,245 +164,830 +200%
WFP
250
Wrenne Financial Planning
Kentucky
$5.58M 245,939 +169,866 +223%
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