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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, 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 %
AL
476
Aspiriant LLC
California
$1.69M -$88.7K -3,909 -5%
WWP
477
Waypoint Wealth Partners
California
$1.68M – – –
FF
478
Friedenthal Financial
New Jersey
$1.67M +$1.52M +66,899 +973%
SWM
479
Selective Wealth Management
Virginia
$1.66M -$30.5K -1,350 -2%
MSG
480
Main Street Group
Virginia
$1.66M -$88.4K -3,896 -5%
NDSI
481
Newman Dignan & Sheerar Inc
Rhode Island
$1.63M -$3.24M -142,764 -67%
HFA
482
Hershey Financial Advisers
Pennsylvania
$1.61M +$1.61M +70,999 New
FG
483
Fiduciary Group
Georgia
$1.61M -$12.6K -557 -0.8%
SHWM
484
Smith & Howard Wealth Management
Georgia
$1.59M – – –
FWI
485
Facet Wealth Inc
Maryland
$1.59M -$2.52M -107,918 -61%
FWA
486
FSM Wealth Advisors
Ohio
$1.58M +$1.65K +72 +0.1%
GWM
487
Guardian Wealth Management
Illinois
$1.58M +$522 +23 +0%
SAM
488
S.A. Mason
Michigan
$1.58M +$568 +25 +0%
US Bancorp
489
US Bancorp
Minnesota
$1.56M -$7.4K -326 -0.5%
NFTC
490
North Forty Two & Co
Oregon
$1.56M +$1.56M +68,563 New
QCM
491
Quantinno Capital Management
New York
$1.56M +$1.56M +68,560 New
BWM
492
Blossom Wealth Management
California
$1.54M -$247K -10,877 -14%
RWM
493
Ritholtz Wealth Management
New York
$1.53M +$182 +8 +0%
WI
494
Westbourne Investments
Virginia
$1.53M +$1.53M +67,362 New
BDWCC
495
B&D White Capital Company
Texas
$1.53M +$31K +1,367 +2%
BWL
496
Bogart Wealth LLC
Virginia
$1.52M -$1.5K -66 -0.1%
SRCM
497
Signature Resources Capital Management
California
$1.52M -$12.4K -548 -0.8%
WWM
498
Western Wealth Management
Colorado
$1.52M -$955K -42,076 -39%
CTA
499
Chesley Taft & Associates
Illinois
$1.51M +$178K +7,843 +13%
Baird Financial Group
500
Baird Financial Group
Wisconsin
$1.51M +$270K +11,876 +22%
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