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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
Betterment LLC
3
Betterment LLC
New York
$403M
4
R
4
Rebalance
California
$260M
5
SCM
5
SCS Capital Management
Massachusetts
$232M

Top Sellers

1
AIS
1
American Investment Services
Massachusetts
$0
2
MIS
2
Morningstar Investment Services
Illinois
$6.41M
3
ECG
3
Edge Capital Group
Georgia
$528K
4
HF
4
HRT Financial
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
MF
26
Manchester Financial
California
$79.3M 3,491,496 +2,332,893 +201%
Morgan Stanley
27
Morgan Stanley
New York
$75.4M 3,322,324 +2,270,189 +216%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$75.4M 3,320,913 +2,179,908 +191%
BP
29
Ballentine Partners
Massachusetts
$70.9M 3,122,833 +2,055,961 +193%
SFG
30
Socha Financial Group
New York
$70.4M 3,100,980 +2,068,382 +200%
Bank of America
31
Bank of America
North Carolina
$70M 3,085,001 +2,066,172 +203%
HSA
32
HBK Sorce Advisory
Pennsylvania
$69.6M 3,064,450 +2,040,402 +199%
CWM
33
Circle Wealth Management
New Jersey
$68.7M 3,027,213 +2,016,553 +200%
NSAM
34
North Star Asset Management
Wisconsin
$66.8M 2,943,378 +1,965,667 +201%
AAIM
35
Asset Advisors Investment Management
Georgia
$65.1M 2,869,070 +1,903,978 +197%
Brown Advisory
36
Brown Advisory
Maryland
$63.6M 2,803,176 +1,868,154 +200%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62.5M 2,752,318 +1,821,631 +196%
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$62.3M 2,744,912 +1,874,958 +216%
CFGSD
39
Compass Financial Group (South Dakota)
South Dakota
$61.7M 2,720,223 +1,876,442 +222%
AP
40
Agilis Partners
Massachusetts
$59.6M 2,625,342 +1,742,994 +198%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$55.3M 2,435,811 +1,657,282 +213%
LFS
42
Legacy Financial Strategies
Kansas
$53.8M 2,374,585 +1,608,602 +210%
CAG
43
Compass Advisory Group
New York
$53M 2,335,715 +1,517,236 +185%
M
44
MYeCFO
California
$51.5M 2,270,249 +1,529,275 +206%
CG
45
Caprock Group
Idaho
$50.9M 2,240,636 +1,496,103 +201%
Creative Planning
46
Creative Planning
Kansas
$47.4M 2,087,447 +1,402,763 +205%
LPL Financial
47
LPL Financial
California
$47M 2,071,157 +1,409,158 +213%
WA
48
WBH Advisory
Maryland
$46.3M 2,037,851 +1,381,105 +210%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$45.5M 2,006,071 +600,261 +43%
ACA
50
Aptus Capital Advisors
Alabama
$45.2M 1,990,981 +1,426,863 +253%
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