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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 %
BAM
676
Bosun Asset Management
Illinois
$681K – – –
CFO
677
Callan Family Office
Pennsylvania
$681K +$681K +30,000 New
DP
678
Denver PWM
Colorado
$677K -$23.2K -1,023 -3%
ML
679
McAdam LLC
Pennsylvania
$676K -$386K -16,987 -36%
SWM
680
Spire Wealth Management
Virginia
$673K +$38.7K +1,706 +6%
AWA
681
Aletheian Wealth Advisors
Washington
$671K +$91 +4 +0%
NSIM
682
North Star Investment Management
Illinois
$666K – – –
FAIM
683
Financial Advocates Investment Management
Washington
$663K -$173K -7,635 -21%
WCM
684
Wealthcare Capital Management
Virginia
$660K +$660K +29,076 New
TCM
685
Twele Capital Management
Minnesota
$659K -$11.5K -505 -2%
TFP
686
Traction Financial Partners
Wyoming
$657K +$92.5K +4,077 +16%
AAS
687
Annex Advisory Services
Wisconsin
$649K -$14.3K -628 -2%
BIG
688
Builder Investment Group
Georgia
$647K -$4.29K -189 -0.7%
AWM
689
Apollon Wealth Management
South Carolina
$645K +$79.6K +3,506 +14%
PAMG
690
Patton Albertson Miller Group
Tennessee
$640K -$82.9K -3,650 -11%
WAM
691
Wernau Asset Management
Massachusetts
$640K +$640K +28,194 New
SA
692
Sanctuary Advisors
Indiana
$638K -$1.54M -65,678 -71%
AWM
693
AE Wealth Management
Kansas
$630K +$52.6K +2,319 +9%
RCAG
694
Rehmann Capital Advisory Group
Michigan
$630K +$23 +1 +0%
MWM
695
Merriman Wealth Management
Washington
$630K -$19.7K -870 -3%
TF
696
TLWM Financial
Texas
$628K +$3.36K +148 +0.5%
HS
697
Horan Securities
United States
$625K -$197K -8,696 -24%
BFM
698
Boston Financial Management
Massachusetts
$618K +$118K +5,188 +24%
RWP
699
Reliant Wealth Planning
Kentucky
$617K -$497K -21,882 -45%
AA
700
AF Advisors
California
$612K +$159 +7 +0%
26 27
28
29 30