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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 %
EFP
401
Elser Financial Planning
Indiana
$2.38M 104,897 +67,560 +181%
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$2.36M 104,055 +68,648 +194%
JHCP
403
Jackson Hole Capital Partners
Oklahoma
$2.35M 103,609 +67,924 +190%
MAM
404
McCarthy Asset Management
California
$2.33M 102,506 +60,281 +143%
Bank of Montreal
405
Bank of Montreal
Ontario, Canada
$2.32M 102,394 +83,524 +443%
GG
406
Gleason Group
Kentucky
$2.31M 101,902 +71,189 +232%
AIM
407
AMI Investment Management
Indiana
$2.31M 101,676 +66,697 +191%
PWM
408
Perigon Wealth Management
California
$2.3M 99,981 +65,589 +191%
CSI
409
Cross Staff Investments
New York
$2.29M 101,086 +70,256 +228%
KWA
410
Kingswood Wealth Advisors
California
$2.29M 101,035 +76,622 +314%
SA
411
Skyline Advisors
Washington
$2.28M 100,481 +66,991 +200%
EL
412
Essex LLC
Illinois
$2.28M 100,336 +66,876 +200%
SWM
413
Segment Wealth Management
Texas
$2.28M 100,334 +67,917 +210%
SW
414
SVB Wealth
Massachusetts
$2.27M 100,038 +100,038 New
WWC
415
Waypoint Wealth Counsel
Georgia
$2.26M 99,442 +66,200 +199%
AMG
416
Asset Management Group
Connecticut
$2.26M 99,362 +66,254 +200%
TSWM
417
Triangle Securities Wealth Management
North Carolina
$2.23M 98,143 +65,054 +197%
Renaissance Technologies
418
Renaissance Technologies
New York
$2.21M 97,400 +97,400 New
BFPW
419
BOK Financial Private Wealth
Colorado
$2.2M 96,777 +16,189 +20%
SF
420
Summit Financial
New Jersey
$2.18M 95,993 +73,753 +332%
FG
421
Foster Group
Iowa
$2.17M 95,572 +62,226 +187%
GM
422
GeoWealth Management
Illinois
$2.17M 95,565 +90,387 +1,746%
MWM
423
Modera Wealth Management
New Jersey
$2.17M 95,544 +63,902 +202%
YIA
424
YHB Investment Advisors
Connecticut
$2.17M 95,507 +63,098 +195%
MPM
425
Meritage Portfolio Management
Kansas
$2.16M 95,007 +62,338 +191%
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17
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