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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.

New
Increased
Maintained
Reduced
Closed
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 %
MFA
551
Morling Financial Advisors
California
$1.14M -$83.8K -3,693 -7%
DOA
552
D'Orazio & Associates
Virginia
$1.13M +$3.29K +145 +0.3%
AWE
553
Avidian Wealth Enterprises
Texas
$1.13M +$3.31K +146 +0.3%
Natixis Advisors
554
Natixis Advisors
Massachusetts
$1.13M +$180K +7,931 +19%
AWA
555
Acorn Wealth Advisors
Michigan
$1.11M -$47.6K -2,097 -4%
FNBT
556
FineMark National Bank & Trust
Florida
$1.1M -$128K -5,643 -10%
HC
557
Hurley Capital
New York
$1.1M +$1.1M +48,096 New
GWA
558
GGM Wealth Advisors
Maryland
$1.09M -$47.3K -2,084 -4%
OPWM
559
Oakwell Private Wealth Management
Texas
$1.09M -$68 -3 -0%
FCMA
560
Foresight Capital Management Advisors
Michigan
$1.09M +$1.09M +47,842 New
WMWM
561
Whitaker-Myers Wealth Managers
Ohio
$1.08M -$7.22K -318 -0.7%
DI
562
Diligent Investors
California
$1.08M -$46.2K -2,036 -4%
BC
563
Brio Consultants
California
$1.07M +$273K +12,031 +34%
ECG
564
EPIQ Capital Group
California
$1.07M +$3.79K +167 +0.4%
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$1.07M -$3.06K -135 -0.3%
BIA
566
Bell Investment Advisors
California
$1.06M +$8.17K +360 +0.8%
MFG
567
Midwest Financial Group
Kansas
$1.05M +$3.68K +162 +0.4%
BWP
568
BlueStem Wealth Partners
Minnesota
$1.05M +$1.05M +46,144 New
NCM
569
Northwest Capital Management
Oregon
$1.05M -$332K -14,608 -24%
GT
570
Glenmede Trust
Pennsylvania
$1.04M -$196K -8,616 -16%
DWM
571
Diversify Wealth Management
Utah
$1.04M -$2.4M -106,634 -70%
WA
572
Wealthstream Advisors
New York
$1.04M +$244K +10,760 +31%
TF
573
Tudor Financial
Ohio
$1.03M +$9.76K +430 +1%
TPWM
574
Twelve Points Wealth Management
Massachusetts
$1.03M -$28.3K -1,247 -3%
KWM
575
Keebeck Wealth Management
Illinois
$1.02M -$23 -1 -0%
21 22
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