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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 %
PA
326
Pineridge Advisors
Missouri
$3.37M 148,344 +100,110 +208%
TWG
327
The Wealth Group
Minnesota
$3.37M 148,327 +97,065 +189%
GPFA
328
Game Plan Financial Advisors
Ohio
$3.36M 147,870 +96,615 +188%
LRPA
329
L. Roy Papp & Associates
Arizona
$3.35M 147,672 +100,730 +215%
SWM
330
Seaside Wealth Management
California
$3.35M 147,465 +97,947 +198%
AssetMark Inc
331
AssetMark Inc
California
$3.34M 147,148 +146,384 +19,160%
Citigroup
332
Citigroup
New York
$3.34M 147,126 +98,460 +202%
AV
333
Aspiring Ventures
Ohio
$3.29M 141,821 +141,821 New
RFA
334
RTD Financial Advisors
Pennsylvania
$3.27M 144,143 +96,098 +200%
TWM
335
Topsail Wealth Management
North Carolina
$3.26M 143,708 +143,708 New
OCM
336
Osterweis Capital Management
California
– – – –
BWM
337
BCS Wealth Management
Tennessee
$3.19M 140,688 +140,688 New
JWBC
338
John W. Brooker & Co
California
$3.19M 140,670 +93,853 +200%
GRP
339
Global Retirement Partners
California
$3.19M 140,530 +93,564 +199%
SAG
340
SageView Advisory Group
California
$3.17M 139,589 +108,148 +344%
PPP
341
Private Portfolio Partners
New Jersey
$3.16M 139,203 +93,132 +202%
CA
342
Cambridge Advisors
Nebraska
$3.14M 138,267 +92,016 +199%
DCM
343
Donaldson Capital Management
Indiana
$3.14M 138,159 +95,584 +225%
CAG
344
Csenge Advisory Group
Florida
$3.12M 137,351 -4,845 -3%
ISWM
345
Independent Solutions Wealth Management
New York
$3.11M 136,818 +86,092 +170%
S
346
Sachetta
Massachusetts
$3.09M 136,190 +90,188 +196%
CIG
347
CHB Investment Group
Pennsylvania
$3.08M 135,798 +87,699 +182%
RW
348
REDW Wealth
New Mexico
$3.04M 133,858 +73,011 +120%
LIG
349
Lokken Investment Group
Delaware
$3.02M 133,220 +88,486 +198%
DFA
350
DHJJ Financial Advisors
Illinois
$3.01M 132,488 +88,056 +198%
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