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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 %
FVWA
701
Foster Victor Wealth Advisors
South Carolina
$611K +$50.7K +2,183 +9%
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$609K -$4.63K -204 -0.8%
WAM
703
Weatherly Asset Management
California
$600K – – –
LP
704
LGL Partners
Pennsylvania
$600K +$2.09K +92 +0.3%
WFA
705
West Financial Advisors
Iowa
$594K -$5.99K -264 -1%
GI
706
GS Investments
Minnesota
$591K -$3.22K -142 -0.5%
WCM
707
Washburn Capital Management
Florida
$591K +$35.8K +1,578 +6%
SAF
708
Smith Anglin Financial
Texas
$590K -$113K -4,981 -16%
CAAM
709
Cornerstone Advisors Asset Management
Pennsylvania
$587K +$2.07K +91 +0.4%
PCA
710
Prosperity Capital Advisors
Ohio
$586K -$23 -1 -0%
OFP
711
OLIO Financial Planning
Virginia
$583K -$89.5K -3,943 -13%
AL
712
ACAS LLC
California
$581K -$845 -36 -0.1%
RI
713
Ridgewood Investments
New Jersey
$578K +$227K +10,004 +65%
ACM
714
Armbruster Capital Management
New York
$578K -$4.27K -188 -0.7%
SWM
715
Shakespeare Wealth Management
Wisconsin
$576K -$45 -2 -0%
KC
716
Kades & Cheifetz
Pennsylvania
$575K +$1.25K +55 +0.2%
AWA
717
Aquire Wealth Advisors
Utah
$573K -$38.2K -1,682 -6%
MPCL
718
My Personal CFO LLC
Washington
$572K +$454 +20 +0.1%
CA
719
Crewe Advisors
Utah
$571K +$1.52K +67 +0.3%
PWMAG
720
Pinnacle Wealth Management Advisory Group
New Jersey
$571K -$11K -486 -2%
SAI
721
Savvy Advisors Inc
New York
$568K -$114K -5,014 -17%
JWCA
722
J.W. Cole Advisors
Florida
$568K +$19.2K +847 +4%
JWM
723
Jeppson Wealth Management
California
$567K +$1.91K +84 +0.3%
SSI
724
Scott & Selber Inc
Texas
$562K +$2.97K +131 +0.5%
GP
725
Greenline Partners
New York
$557K +$1.77K +78 +0.3%
27 28
29
30 31