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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 %
EAM
501
Everstar Asset Management
North Carolina
$1.5M -$162K -7,118 -10%
SCM
502
Seascape Capital Management
New Hampshire
$1.49M +$280K +12,346 +23%
IAN
503
Integrated Advisors Network
Texas
$1.49M +$8.72K +384 +0.6%
CA
504
CoreCap Advisors
Michigan
$1.48M -$45K -1,981 -3%
KPWS
505
Kestra Private Wealth Services
Texas
$1.48M -$167K -7,361 -10%
CAM
506
Clark Asset Management
New Hampshire
$1.46M +$20.8K +916 +1%
PIP
507
Peachtree Investment Partners
Florida
$1.45M +$11.3K +497 +0.8%
FWM
508
Fonville Wealth Management
Virginia
$1.45M -$23.9K -1,054 -2%
PCWA
509
Pacific Capital Wealth Advisors
California
$1.41M -$120K -5,297 -8%
DI
510
Disciplined Investments
Oklahoma
$1.4M -$23 -1 -0%
NHC
511
Nicholas Hoffman & Company
Georgia
$1.4M -$136K -5,977 -9%
APP
512
Avantax Planning Partners
Iowa
$1.39M -$34.5K -1,520 -2%
SCA
513
STALEY CAPITAL ADVISERS
Pennsylvania
$1.39M -$15.3K -673 -1%
FFP
514
Freedom Financial Partners
Minnesota
$1.37M +$1.37M +60,477 New
GJIA
515
Glass Jacobson Investment Advisors
Maryland
$1.37M +$182 +8 +0%
MOS
516
MGO One Seven
Ohio
$1.37M -$563K -24,809 -29%
PTC
517
Private Trust Company
Ohio
$1.36M +$1.36M +60,000 New
CA
518
Continuum Advisory
Idaho
$1.35M -$2.67M -117,615 -66%
WA
519
Wealth Architects
California
$1.35M -$18K -792 -1%
CRC
520
Curi RMB Capital
Illinois
$1.35M +$114 +5 +0%
B
521
Bailard
California
$1.34M -$23 -1 -0%
KeyBank National Association
522
KeyBank National Association
Ohio
$1.34M – – –
PP
523
PDS Planning
Ohio
$1.33M -$48.9K -2,152 -4%
WCF
524
West Coast Financial
California
$1.32M – – –
CNFG
525
Creegan & Nassoura Financial Group
New Hampshire
$1.3M – – –
19 20
21
22 23