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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 %
TW
576
Traveka Wealth
California
$1.02M – – –
MWM
577
Mission Wealth Management
California
$1.01M -$50.7K -2,232 -5%
KFP
578
KMG Fiduciary Partners
Ohio
$1.01M +$18.8K +828 +2%
EF
579
Envision Financial
Wisconsin
$1.01M +$1.01M +44,516 New
CI
580
CX Institutional
Indiana
$1.01M +$10.8K +476 +1%
MWG
581
Martin Worley Group
Utah
$1M +$1M +44,263 New
LKBC
582
L.K. Benson & Company
Maryland
$996K +$996K +43,886 New
IAP
583
Indie Asset Partners
Indiana
$991K – – –
MAC
584
Mason & Associates (California)
California
$982K +$182 +8 +0%
CCM
585
Colorado Capital Management
Colorado
$981K +$6.4K +282 +0.7%
TF
586
Tompkins Financial
New York
$974K +$89.2K +3,930 +10%
MCM
587
Mengis Capital Management
Oregon
$961K +$1.86K +82 +0.2%
BBA
588
BLB&B Advisors
Pennsylvania
$957K -$122K -5,379 -11%
AAMC
589
Asset Allocation & Management Company
Illinois
$954K +$494K +21,750 +107%
JF
590
Joule Financial
Kentucky
$954K -$19.1K -842 -2%
ECM
591
Exchange Capital Management
Michigan
$952K -$10.8K -476 -1%
WC
592
Waterloo Capital
Texas
$945K -$55.1K -2,429 -6%
BC
593
Barrett & Company
Rhode Island
$941K +$1.04K +46 +0.1%
MWA
594
Muirfield Wealth Advisors
North Carolina
$941K +$3.86K +170 +0.4%
TIP
595
Tandem Investment Partners
New Jersey
$940K +$940K +41,406 New
CIA
596
Concurrent Investment Advisors
Florida
$937K +$49.4K +2,176 +6%
SEIA
597
Signature Estate & Investment Advisors
California
$932K +$179K +7,896 +24%
GT
598
Greenleaf Trust
Michigan
$921K – – –
BFS
599
Burkett Financial Services
South Carolina
$920K +$1.75K +77 +0.2%
CIC
600
Carnegie Investment Counsel
Ohio
$912K -$114 -5 -0%
22 23
24
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