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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 %
HCMT
301
Highland Capital Management (Tennessee)
Tennessee
$3.92M 172,882 +115,379 +201%
NCM
302
Novare Capital Management
North Carolina
$3.91M 172,417 +115,793 +204%
CPWM
303
Cypress Point Wealth Management
Texas
$3.91M 172,411 +106,292 +161%
MA
304
MBA Advisors
Pennsylvania
$3.89M 171,517 +115,591 +207%
ACA
305
Atlas Capital Advisors
Wyoming
$3.86M 170,259 +114,245 +204%
ACA
306
Aspire Capital Advisors
Washington
$3.86M 170,034 +108,495 +176%
SCM
307
Spreng Capital Management
Ohio
$3.85M 169,664 +112,822 +198%
IWMA
308
Ironwood Wealth Management (Arizona)
Arizona
$3.81M 168,046 +110,925 +194%
KJWM
309
Kiley Juergens Wealth Management
Washington
$3.8M 167,615 +107,888 +181%
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
$3.79M 166,777 +64,067 +62%
AAG
311
Avalon Advisory Group
Pennsylvania
$3.78M 166,690 +111,053 +200%
RWA
312
Redhawk Wealth Advisors
Minnesota
$3.77M 166,106 +112,150 +208%
GIP
313
Granite Investment Partners
California
$3.77M 166,022 +110,635 +200%
TIM
314
Tortoise Investment Management
New York
$3.75M 165,378 +110,216 +200%
RWM
315
RKL Wealth Management
Pennsylvania
$3.69M 162,680 +92,323 +131%
NGA
316
Naples Global Advisors
Florida
$3.65M 160,684 +106,544 +197%
CFS
317
CRA Financial Services
New Jersey
$3.65M 160,667 +107,643 +203%
AI
318
Axos Invest
Nevada
$3.65M 160,661 +84,684 +111%
W
319
WealthCollab
Washington
$3.59M 158,082 +104,872 +197%
S
320
SignatureFD
Georgia
$3.58M 157,815 +109,299 +225%
KF
321
Krilogy Financial
Missouri
$3.56M 156,961 +101,821 +185%
LWL
322
Leo Wealth LLC
Texas
$3.48M 153,416 +102,934 +204%
SAM
323
Sawgrass Asset Management
Florida
$3.48M 153,201 +77,484 +102%
PA
324
Planning Alternatives
Michigan
$3.44M 151,333 +93,264 +161%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$3.39M 148,894 +100,231 +206%
11 12
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