SCHB icon

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 %
PIWA
651
Prevail Innovative Wealth Advisors
Kansas
$746K +$245K +10,786 +49%
SWM
652
Stockman Wealth Management
Montana
$746K +$43K +1,896 +6%
QCM
653
QRG Capital Management
Illinois
$743K +$40.2K +1,769 +6%
TAM
654
Townsend Asset Management
North Carolina
$738K -$57K -2,512 -7%
AF
655
Advisornet Financial
Minnesota
$736K +$1.43K +63 +0.2%
HIS
656
Horizon Investment Services
Indiana
$735K +$1.14K +50 +0.2%
FEM
657
Fulcrum Equity Management
Texas
$733K -$28.9K -1,272 -4%
PF
658
Penney Financial
Texas
$732K +$238K +10,499 +48%
LWM
659
Liberty Wealth Management
California
$730K +$421K +18,559 +136%
CWA
660
Continuum Wealth Advisors
New York
$724K +$37K +1,630 +5%
IIC
661
Ironwood Investment Counsel
Arizona
$722K – – –
WSFS
662
Wilmington Savings Fund Society
Delaware
$720K – – –
APG
663
Abacus Planning Group
South Carolina
$719K +$12.8K +563 +2%
GKWIM
664
Gerber Kawasaki Wealth & Investment Management
California
$718K -$9.19K -405 -1%
HPA
665
High Probability Advisors
New York
$716K +$429K +18,903 +149%
VAMG
666
Voisard Asset Management Group
Michigan
$711K -$246K -10,842 -26%
BlackRock
667
BlackRock
New York
$708K +$83.9K +3,696 +13%
MMA
668
Miracle Mile Advisors
California
$706K -$459K -20,229 -39%
AWM
669
Altus Wealth Management
Kentucky
$705K +$2.11K +93 +0.3%
WCM
670
Winthrop Capital Management
Indiana
$692K +$692K +30,391 New
JIC
671
Joel Isaacson & Co
New York
$692K +$2.41K +106 +0.3%
PL
672
Plancorp LLC
Missouri
$689K +$1.11K +49 +0.2%
FM
673
Foster & Motley
Ohio
$687K -$8.53K -376 -1%
PA
674
Perennial Advisors
New York
$683K +$683K +30,099 New
HBT
675
Hills Bank & Trust
Iowa
$681K – – –
25 26
27
28 29