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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, 1,015 increasing their positions, 15 reducing their positions, and 39 closing their positions.

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
1,015
Reduced
15
Closed
39
Calls
$24.8M
Puts
$14.2M
Net Calls
+$10.5M
Net Calls Change
-$2.32M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
Betterment LLC
3
Betterment LLC
New York
$403M
4
R
4
Rebalance
California
$260M
5
SCM
5
SCS Capital Management
Massachusetts
$232M

Top Sellers

1
AIS
1
American Investment Services
Massachusetts
$0
2
MIS
2
Morningstar Investment Services
Illinois
$6.41M
3
ECG
3
Edge Capital Group
Georgia
$528K
4
HF
4
HRT Financial
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
51
Sunburst Financial Group
Alabama
$44M 1,939,840 +1,388,416 +252%
SFG
52
SNS Financial Group
Minnesota
$43.9M 1,933,535 +1,180,784 +157%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$43.8M 1,927,382 +1,251,451 +185%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$43.5M 1,916,503 +1,336,754 +231%
Wells Fargo
55
Wells Fargo
California
$43.3M 1,905,829 +1,302,680 +216%
OIA
56
OneDigital Investment Advisors
Kansas
$42.7M 1,881,300 +1,246,611 +196%
EFG
57
Ethos Financial Group
Pennsylvania
$42.5M 1,870,971 +1,282,079 +218%
Truist Financial
58
Truist Financial
North Carolina
$40.3M 1,776,157 +1,230,151 +225%
CMAI
59
Capital Management Associates Inc
Minnesota
$38.6M 1,699,198 +1,134,449 +201%
SC
60
Savant Capital
Illinois
$38.3M 1,688,258 +1,118,694 +196%
MAG
61
Members Advisory Group
New York
$36.3M 1,599,786 +1,111,773 +228%
RC
62
Roundview Capital
New Jersey
$36.1M 1,589,300 +1,079,885 +212%
CIA
63
Cape Investment Advisory
Georgia
$35.8M 1,577,187 +1,054,310 +202%
JIP
64
Jaffetilchin Investment Partners
Florida
$35M 1,543,891 +1,046,540 +210%
GCA
65
Genesee Capital Advisors
New York
$34.9M 1,535,730 +1,037,096 +208%
BWA
66
Boulder Wealth Advisors
Colorado
$34.6M 1,525,273 +1,022,952 +204%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$34.4M 1,513,266 +907,882 +150%
BCMO
68
Buckingham Capital Management (Ohio)
Ohio
$34M 1,495,896 +940,045 +169%
WCM
69
Weaver Capital Management
Georgia
$33.9M 1,493,645 +1,493,635 +14,936,350%
WAG
70
Winthrop Advisory Group
Massachusetts
$33.5M 1,476,379 +1,077,345 +270%
LPT
71
Legacy Private Trust
Wisconsin
$33.4M 1,470,532 +996,131 +210%
UBS Group
72
UBS Group
Switzerland
$29.1M 1,283,018 +868,181 +209%
WWM
73
WT Wealth Management
Arizona
$28.8M 1,268,681 +33,036 +3%
LEFP
74
Leading Edge Financial Planning
Tennessee
$28.1M 1,237,328 +840,893 +212%
Charles Schwab
75
Charles Schwab
California
$27.6M 1,214,411 +1,214,411 New
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