SCHB icon

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, 442 increasing their positions, 448 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
442
Reduced
448
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 Holding Trade Value Shares
Change 		Shares
Change %
AA
451
Ancora Advisors
Ohio
$1.92M +$24.4K +1,073 +1%
TWM
452
Thrive Wealth Management
Pennsylvania
$1.91M +$89.3K +3,935 +5%
NAS
453
NWF Advisory Services
California
$1.91M +$1.91M +84,111 New
CWM
454
Connecticut Wealth Management
Connecticut
$1.9M +$1.54M +61,336 +429%
KCP
455
Kera Capital Partners
California
$1.88M +$1.88M +82,721 New
AAS
456
Avantax Advisory Services
Texas
$1.87M +$232K +10,201 +14%
FNBOMD
457
First National Bank of Mount Dora
Florida
$1.86M – – –
KNFPWM
458
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.86M -$348K -15,318 -16%
OPS
459
Orion Portfolio Solutions
Nebraska
$1.85M +$169K +7,451 +10%
BCI
460
Brinker Capital Investments
Pennsylvania
$1.85M +$169K +7,451 +10%
BCM
461
Barden Capital Management
Texas
$1.84M +$35.1K +1,548 +2%
SCM
462
SOL Capital Management
Maryland
$1.83M +$114K +5,018 +7%
MCA
463
Midwest Capital Advisors
Michigan
$1.83M +$1.83M +80,536 New
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
$1.81M +$106K +4,649 +6%
MA
465
Modus Advisors
Minnesota
$1.8M +$32.5K +1,433 +2%
TWM
466
Tolleson Wealth Management
Texas
$1.78M -$23 -1 -0%
EB
467
Exchange Bank
California
$1.77M -$3.41K -150 -0.2%
AC
468
Attessa Capital
Arizona
$1.76M +$1.76M +77,608 New
GCA
469
Gradient Capital Advisors
California
$1.76M -$16K -705 -0.9%
BWP
470
BSW Wealth Partners
Colorado
$1.75M -$27.3K -1,204 -2%
ASN
471
Advisory Services Network
Georgia
$1.75M -$114K -5,013 -6%
GWM
472
Gray Wealth Management
Maine
$1.73M -$15.5K -683 -0.9%
MML Investors Services
473
MML Investors Services
Massachusetts
$1.72M -$77.3K -3,406 -4%
PFA
474
Pure Financial Advisors
California
$1.71M -$60.1K -2,649 -3%
HIP
475
HUB Investment Partners
Texas
$1.69M +$564K +24,857 +50%
17 18
19
20 21