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 %
BWA
726
Bordeaux Wealth Advisors
California
$556K +$31.1K +1,370 +6%
BF
727
Blankinship & Foster
California
$551K +$68 +3 +0%
GC
728
Gilbert & Cook
Iowa
$551K -$29.5K -1,300 -5%
SWA
729
Sightline Wealth Advisors
Connecticut
$550K +$4.54K +200 +0.8%
RFA
730
Rollins Financial Advisors
New York
$548K -$227 -10 -0%
CWM
731
Congress Wealth Management
Massachusetts
$546K -$317K -13,949 -37%
CFA
732
Capstone Financial Advisors
Illinois
$545K +$6.52K +287 +1%
HNB
733
Huntington National Bank
Ohio
$545K -$550K – –
RAG
734
RIA Advisory Group
Iowa
$536K -$44.2K -1,948 -8%
TW
735
TritonPoint Wealth
Maryland
$536K +$23 +1 +0%
G
736
Gainplan
Michigan
$536K -$12.7K -561 -2%
BP
737
Broadleaf Partners
Ohio
$534K +$817 +36 +0.2%
IF
738
IRON Financial
Illinois
$533K -$6.63K -292 -1%
CNWM
739
Clay Northam Wealth Management
California
$532K -$7.95K -350 -1%
MFA
740
Mayflower Financial Advisors
Massachusetts
$529K – – –
ECG
741
Edge Capital Group
Georgia
$528K -$24.9M -22,770 -98%
SAM
742
Summit Asset Management
Tennessee
$527K – – –
CWA
743
Clarity Wealth Advisors
California
$527K -$21.5K -945 -4%
SWP
744
Stratos Wealth Partners
Ohio
$525K -$51K -2,246 -9%
HA
745
Hanover Advisors
South Carolina
$523K – – –
NL
746
NWAM LLC
Washington
$523K -$45.6K -2,010 -8%
TIM
747
Total Investment Management
Arizona
$522K +$72.7K +3,201 +16%
CFO
748
Custos Family Office
Texas
$522K – – –
WA
749
Waterford Advisors
New York
$521K – – –
SWM
750
Sterling Wealth Management
Illinois
$521K -$45 -2 -0%
28 29
30
31 32