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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 %
CFG
351
Chapman Financial Group
Hawaii
$3.01M 132,478 +132,478 New
RW
352
RVW Wealth
California
$2.92M 128,781 +85,900 +200%
CMBA
353
C.M. Bidwell & Associates
Hawaii
$2.91M 128,320 +85,394 +199%
ZIC
354
ZWJ Investment Counsel
Georgia
$2.91M 128,279 +86,929 +210%
RWM
355
Rialto Wealth Management
New York
$2.9M 127,946 +127,946 New
FD
356
Financial Designs
California
$2.88M 127,068 +82,956 +188%
PWMG
357
Prestige Wealth Management Group
New Jersey
$2.87M 126,478 +84,324 +200%
SIC
358
Sigma Investment Counselors
Michigan
$2.86M 126,101 +83,549 +196%
JIR
359
James Investment Research
Ohio
$2.85M 125,493 +91,867 +273%
IWM
360
IHT Wealth Management
Illinois
$2.84M 125,033 +55,432 +80%
CTWM
361
Cherry Tree Wealth Management
Minnesota
$2.8M 123,549 +82,027 +198%
TC
362
TAP Consulting
Missouri
$2.8M 123,527 +81,949 +197%
PCMC
363
Private Capital Management (Colorado)
Colorado
$2.8M 123,169 +82,831 +205%
MG
364
Mather Group
Illinois
$2.79M 122,754 +81,239 +196%
CAM
365
Carret Asset Management
New York
$2.78M 122,372 +82,259 +205%
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$2.77M 121,830 +82,453 +209%
EWP
367
Elevation Wealth Partners
California
$2.76M 121,705 +81,830 +205%
FC
368
Financial Consulate
Maryland
$2.76M 121,581 +81,391 +203%
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$2.75M 121,323 +78,402 +183%
RTL
370
Red Tortoise LLC
Georgia
$2.74M 120,713 +80,211 +198%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$2.73M 119,609 +77,060 +181%
IAA
372
Independent Advisor Alliance
North Carolina
$2.73M 120,318 +80,164 +200%
KBFS
373
Kohmann Bosshard Financial Services
Ohio
$2.73M 120,240 +79,500 +195%
FWP
374
FAS Wealth Partners
Kansas
$2.69M 118,284 +75,518 +177%
CPA
375
Cathy Pareto & Associates
Florida
$2.67M 117,769 +117,769 New
13 14
15
16 17