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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 %
RWM
526
Riverchase Wealth Management
Texas
$1.3M +$1.3M +57,249 New
FWP
527
Firethorn Wealth Partners
Georgia
$1.3M +$11.9K +526 +0.9%
PWS
528
Physician Wealth Solutions
Nevada
$1.29M -$2.58M -113,742 -67%
SSWM
529
Smith Salley Wealth Management
North Carolina
$1.29M +$78.4K +3,453 +6%
Vanguard Group
530
Vanguard Group
Pennsylvania
$1.29M +$207K +9,129 +19%
CA
531
Callahan Advisors
Texas
$1.29M -$30.5K -1,342 -2%
VWA
532
VERITY Wealth Advisors
United States
$1.27M – – –
EWM
533
Evermay Wealth Management
Virginia
$1.26M -$30.5K -1,345 -2%
EFM
534
Eley Financial Management
Vermont
$1.26M -$61.9K -2,728 -5%
CWM
535
Cahill Wealth Management
Michigan
$1.25M +$4.43K +195 +0.4%
UWPG
536
Ullmann Wealth Partners Group
Florida
$1.25M -$23 -1 -0%
TCOV
537
Trust Company of Vermont
Vermont
$1.24M +$1.06M +46,833 +597%
BWM
538
BNC Wealth Management
Oregon
$1.23M -$113K -4,979 -8%
SCP
539
Shorepoint Capital Partners
Massachusetts
$1.22M -$1.73K -76 -0.1%
CPA
540
Capital Performance Advisors
California
$1.22M -$23 -1 -0%
DADC
541
D.A. Davidson & Co
Montana
$1.21M – – –
MTIC
542
Missouri Trust & Investment Company
Missouri
$1.19M +$289K +12,728 +32%
EGWAG
543
Elwood & Goetz Wealth Advisory Group
Georgia
$1.19M -$4.22K -186 -0.4%
CCM
544
Chilton Capital Management
Texas
$1.19M +$11.9K +524 +1%
CP
545
Cornerstone Planning
North Carolina
$1.19M +$1.19M +52,261 New
PIM
546
Penobscot Investment Management
Massachusetts
$1.18M -$267K -11,748 -18%
SGWM
547
Sterling Group Wealth Management
California
$1.17M -$22.4K -986 -2%
GSAM
548
Grant Street Asset Management
Pennsylvania
$1.17M +$20K +880 +2%
BAM
549
Belpointe Asset Management
Nevada
$1.16M -$932K -22,896 -45%
WIA
550
World Investment Advisors
California
$1.15M +$29.6K +1,303 +3%
20 21
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