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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
Empower Advisory Group
1
Empower Advisory Group
Colorado
$111M
2
WCM
2
Weaver Capital Management
Georgia
$33.9M
3
Charles Schwab
3
Charles Schwab
California
$27.6M
4
AF
4
Allworth Financial
California
$20.9M
5
MCM
5
MAI Capital Management
Ohio
$22.6M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B
2
WWM
2
WT Wealth Management
Arizona
$28.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$45.5M
4
MIS
4
Morningstar Investment Services
Illinois
$6.41M
5
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RDWM
251
Red Door Wealth Management
Tennessee
$5.53M 243,805 +162,386 +199%
BA
252
Brightwater Advisory
Florida
$5.45M 240,156 +153,457 +177%
SWRP
253
Summit Wealth & Retirement Planning
California
$5.39M 237,647 +158,977 +202%
MA
254
Mutual Advisors
Nebraska
$5.33M 232,168 +5,269 +2%
KIA
255
KCM Investment Advisors
California
$5.29M 232,835 +155,214 +200%
RRCM
256
Rappaport Reiches Capital Management
Illinois
$5.28M 232,804 +157,758 +210%
PIM
257
Pullen Investment Management
Florida
$5.24M 231,021 +154,014 +200%
BJL
258
Brighton Jones LLC
Washington
$5.19M 228,625 +211,168 +1,210%
WCM
259
Whitener Capital Management
North Carolina
$5.18M 228,382 +146,053 +177%
SFC
260
Strategic Financial Concepts
Texas
$5.18M 228,222 +152,987 +203%
SFA
261
Souders Financial Advisors
Ohio
$5.17M 227,906 +137,276 +151%
CSWM
262
Cassady Schiller Wealth Management
Ohio
$5.15M 226,960 +151,306 +200%
AIM
263
Archer Investment Management
Texas
$5.01M 220,800 +220,800 New
AOWM
264
Alpha Omega Wealth Management
Virginia
$5.01M 220,643 +145,892 +195%
VCM
265
Vivaldi Capital Management
Illinois
$5.01M 215,099 +142,076 +195%
SP
266
Successful Portfolios
Florida
$4.97M 218,809 +146,550 +203%
FF
267
Farnam Financial
Arizona
$4.95M 218,111 +141,290 +184%
LBC
268
Lowe Brockenbrough & Co
Virginia
$4.88M 215,078 +142,777 +197%
DPI
269
Diversified Portfolios Inc
Michigan
$4.86M 214,110 +142,740 +200%
NI
270
NYL Investors
New York
$4.84M 213,000 +145,300 +215%
ADL
271
Asset Dedication LLC
California
$4.8M 211,490 +149,600 +242%
PAG
272
Private Advisor Group
New Jersey
$4.79M 211,165 +139,288 +194%
PA
273
Parallel Advisors
California
$4.76M 209,718 +139,921 +200%
SWM
274
Seed Wealth Management
Illinois
$4.76M 209,493 +139,662 +200%
CWM
275
Chesapeake Wealth Management
Virginia
$4.7M 207,141 +138,532 +202%
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