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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 %
CFG
601
Citizens Financial Group
Rhode Island
$908K +$3.07K +135 +0.3%
WHCI
602
W.H. Cornerstone Investments
Massachusetts
$906K +$346K +15,240 +62%
CFB
603
Cullen/Frost Bankers
Texas
$905K +$418K +18,402 +86%
WIM
604
Waycross Investment Management
Washington
$903K -$2.86K -126 -0.3%
CAL
605
Capital Advisors Ltd
Ohio
$902K -$78.1K -3,438 -8%
SPFA
606
Summit Place Financial Advisors
New Jersey
$902K +$44.6K +1,965 +5%
CFA
607
Cahill Financial Advisors
Minnesota
$901K +$587K +25,865 +187%
PPWP
608
Premier Path Wealth Partners
New Jersey
$900K +$23 +1 +0%
LSIA
609
LaSalle St. Investment Advisors
Illinois
$895K – – –
FA
610
FF Advisors
California
$894K -$1.78M -75,932 -67%
CPL
611
CAP Partners LLC
Tennessee
$893K +$93K +4,095 +12%
BCM
612
Bowie Capital Management
Texas
$885K – – –
FCH
613
Freestone Capital Holdings
Washington
$880K -$318 -14 -0%
QPWM
614
Quadrant Private Wealth Management
Pennsylvania
$878K -$4.7K -207 -0.5%
DSAM
615
Dock Street Asset Management
Florida
$876K – – –
MPWT
616
MassMutual Private Wealth & Trust
Connecticut
$876K -$9.65K -425 -1%
TC
617
TownSquare Capital
Utah
$874K +$145K +6,378 +20%
CTB
618
Country Trust Bank
Illinois
$868K +$868K +38,250 New
IC
619
IEQ Capital
California
$863K -$94.6K -4,169 -10%
IF
620
Ironwood Financial
Arizona
$863K +$281K +12,399 +48%
LFG
621
Larson Financial Group
Missouri
$853K +$112K +4,940 +15%
NCMW
622
Northern Capital Management (Washington)
Washington
$847K +$1.18K +52 +0.1%
OC
623
Oarsman Capital
Wisconsin
$840K +$25.2K +1,108 +3%
FF
624
Farrow Financial
Vermont
$839K -$44.1K -1,935 -5%
LWMT
625
Legacy Wealth Management (Tennessee)
Tennessee
$838K -$8.31K -366 -1%
23 24
25
26 27