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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 %
Bank of New York Mellon
426
Bank of New York Mellon
New York
$2.13M 93,999 +15,105 +19%
EWM
427
Empirical Wealth Management
Washington
$2.12M 93,519 -3 -0%
VCAM
428
Van Cleef Asset Management
Ohio
$2.1M 92,448 – –
PA
429
Pinnacle Associates
New York
$2.1M 92,401 -10,187 -10%
BIA
430
Bigelow Investment Advisors
Maine
$2.09M 92,111 -8,455 -8%
SAMC
431
Spectrum Asset Management (California)
California
$2.09M 92,050 +1,114 +1%
TIA
432
Traphagen Investment Advisors
New Jersey
$2.07M 91,305 +129 +0.1%
LWM
433
Lionshead Wealth Management
New York
$2.06M 90,906 +90,906 New
CAI
434
Capital Advisors Inc
Oklahoma
$2.04M 89,973 -11,469 -11%
HIC
435
Holderness Investments Company
North Carolina
$2.03M 89,603 +2,954 +3%
GWA
436
Geometric Wealth Advisors
District of Columbia
$2.01M 88,718 +2,591 +3%
CA
437
CGN Advisors
Kansas
$2.01M 88,594 -77 -0.1%
TYCC
438
Texas Yale Capital Corp
Florida
$2M 88,228 -2 -0%
RPWA
439
Regent Peak Wealth Advisors
Georgia
$2M 87,936 +5,322 +6%
WCM
440
Weik Capital Management
Pennsylvania
$1.99M 87,475 +175 +0.2%
EPM
441
Elm Partners Management
Pennsylvania
$1.97M 86,922 +13,833 +19%
PIA
442
Panoramic Investment Advisors
Colorado
$1.97M 86,873 +5,288 +6%
CI
443
CacheTech Inc
Utah
$1.95M 85,887 +4,671 +6%
AWM
444
Adams Wealth Management
Utah
$1.95M 85,887 +4,671 +6%
HR
445
Howe & Rusling
New York
$1.95M 85,825 +1,210 +1%
ATI
446
ARK & TLK Investments
Oklahoma
$1.95M 85,722 – –
WIC
447
Whitegate Investment Counselors
New Hampshire
$1.94M 85,361 +20,027 +31%
OA
448
Operose Advisors
Wisconsin
$1.93M 85,192 -2,321 -3%
AA
449
Advisory Alpha
Michigan
$1.93M 85,122 -4,104 -5%
HI
450
Hendershot Investments
Virginia
$1.92M 84,694 -836 -1%
16 17
18
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