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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 %
P
376
&Partners
Tennessee
$2.64M 115,182 +97,505 +552%
SMC
377
Smith, Moore & Co
Missouri
$2.61M 115,120 +75,721 +192%
WMWM
378
Wilkins Miller Wealth Management
Alabama
$2.58M 113,582 +113,582 New
LCC
379
Lincoln Capital Corp
Rhode Island
$2.58M 113,498 +76,391 +206%
OCM
380
One Capital Management
California
$2.57M 113,042 +77,733 +220%
PS
381
Planned Solutions
California
$2.54M 111,897 +75,589 +208%
EE
382
EWG Elevate
California
$2.53M 111,372 +72,151 +184%
CL
383
Choreo LLC
Illinois
$2.53M 83,942 +35,105 +72%
EWA
384
EP Wealth Advisors
California
$2.52M 111,214 +85,054 +325%
SIC
385
Salem Investment Counselors
North Carolina
$2.52M 111,133 +70,597 +174%
SOS
386
Silver Oak Securities
Tennessee
$2.52M 110,529 +72,543 +191%
MAV
387
Mason & Associates (Virginia)
Virginia
$2.51M 110,587 +73,036 +194%
LSAG
388
Lake Street Advisors Group
New Hampshire
$2.49M 109,733 +73,155 +200%
TIAA Trust, National Association
389
TIAA Trust, National Association
North Carolina
$2.49M 109,652 +74,234 +210%
RWP
390
RWA Wealth Partners
Massachusetts
$2.47M 109,000 +72,677 +200%
BCM
391
Boltwood Capital Management
California
$2.47M 108,924 +71,251 +189%
NRI
392
NFP Retirement Inc
California
$2.43M 106,959 +70,967 +197%
FMP
393
Financial Management Professionals
Texas
$2.42M 106,627 +68,997 +183%
OC
394
Optima Capital
Oregon
$2.42M 106,545 +106,545 New
MAG
395
Mayfair Advisory Group
Alabama
$2.42M 106,406 +76,416 +255%
EM
396
ELCO Management
New York
$2.4M 105,850 +81,500 +335%
VAF
397
Values Added Financial
District of Columbia
$2.4M 105,749 +70,049 +196%
WPA
398
West Paces Advisors
Georgia
$2.4M 105,543 +70,212 +199%
KAS
399
Kestra Advisory Services
Texas
$2.39M 105,324 -53,309 -34%
GWWM
400
Great Waters Wealth Management
Minnesota
$2.38M 104,942 +69,221 +194%
14 15
16
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