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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
Empower Advisory Group
Colorado
$111M
2
WCM
Weaver Capital Management
Georgia
$33.9M
3
Charles Schwab
Charles Schwab
California
$27.6M
4
AF
Allworth Financial
California
$20.9M
5
MCM
MAI Capital Management
Ohio
$22.6M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.31B
2
WWM
WT Wealth Management
Arizona
$28.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$45.5M
4
MIS
Morningstar Investment Services
Illinois
$6.41M
5
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
626
Bedel Financial Consulting
Indiana
$837K +$634 +27 +0.1%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$837K +$68 +3 +0%
AWM
628
Axxcess Wealth Management
California
$827K -$499 -22 -0.1%
PAS
629
Park Avenue Securities
New York
$827K +$91 +4 +0%
PFC
630
Phocas Financial Corp
California
$827K – – –
BA
631
Bridgewater Advisors
New York
$826K -$1.63M -72,387 -66%
SWM
632
SpringVest Wealth Management
Texas
$825K +$825K +36,359 New
MCCP
633
Mission Creek Capital Partners
California
$822K -$3.75K -165 -0.5%
EFS
634
Econ Financial Services
Pennsylvania
$813K -$103K -4,556 -11%
DT
635
Diversified Trust
Tennessee
$807K -$31.4K -1,385 -4%
GC
636
Grimes & Company
Massachusetts
$807K +$2.75K +121 +0.3%
ODIJL
637
One Day In July LLC
Vermont
$800K – – –
MA
638
Marquette Associates
Illinois
$799K -$76.8K -3,383 -9%
HI
639
Hudock Inc
Pennsylvania
$790K +$749 +33 +0.1%
RFP
640
Root Financial Partners
California
$788K +$272K +11,993 +53%
AWM
641
Aegis Wealth Management
Maryland
$785K +$785K +34,589 New
MA
642
MCF Advisors
Kentucky
$783K -$45 -2 -0%
CWA
643
Consilium Wealth Advisory
Texas
$782K – – –
MWA
644
Monograph Wealth Advisors
California
$782K +$47.6K +2,095 +6%
DWM
645
DecisionMap Wealth Management
Virginia
$777K +$777K +34,212 New
RWRC
646
R.W. Roge & Company
New York
$774K -$63.3K -2,790 -8%
CCB
647
Cutter & Co Brokerage
Missouri
$773K +$458K +20,183 +146%
WP
648
Westmount Partners
California
$771K +$1.77K +78 +0.2%
EAM
649
Evanson Asset Management
California
$769K +$658 +29 +0.1%
PFS
650
Prospera Financial Services
Texas
$748K +$114K +5,041 +18%
24 25
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