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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 %
HOWA
751
Heritage Oak Wealth Advisors
Florida
$516K +$516K +22,720 New
FA
752
Faithward Advisors
Pennsylvania
$511K -$31.2K -1,374 -6%
NFW
753
Noble Family Wealth
Florida
$507K -$866 -38 -0.2%
DWM
754
Dakota Wealth Management
Florida
$501K -$36.5K -1,608 -7%
FF
755
Financial Futures
New Jersey
$499K +$51.1K +2,250 +11%
TCM
756
Telos Capital Management
California
$499K +$81.4K +3,588 +20%
HCC
757
Hirtle Callaghan & Co
Pennsylvania
$496K – – –
EHC
758
Everett Harris & Co
California
$495K +$73.2K +3,225 +17%
PSCM
759
Per Stirling Capital Management
Texas
$493K +$522 +23 +0.1%
NW
760
Naviter Wealth
Arkansas
$492K – – –
ATC
761
Argent Trust Co
Tennessee
$491K – – –
PWM
762
Paulson Wealth Management
Illinois
$490K -$50.2K -2,213 -9%
SFG
763
Sovereign Financial Group
Connecticut
$490K +$454 +20 +0.1%
SFS
764
Sowell Financial Services
Arkansas
$488K +$488K +21,519 New
RWP
765
Revolve Wealth Partners
New Jersey
$488K -$4.15K -183 -0.8%
AWA
766
Alaska Wealth Advisors
Alaska
$488K -$17K -750 -3%
BL
767
Balentine LLC
Georgia
$482K – – –
HFS
768
Heritage Financial Services
Massachusetts
$482K – – –
SRWM
769
Shira Ridge Wealth Management
California
$479K – – –
FA
770
Fiduciary Alliance
South Carolina
$476K +$245K +10,810 +106%
KFP
771
Keener Financial Planning
Texas
$476K – – –
WCFA
772
Walkner Condon Financial Advisors
Wisconsin
$470K – – –
LWM
773
Lakeridge Wealth Management
Ohio
$470K – – –
LA
774
LexAurum Advisors
Kansas
$466K – – –
FFM
775
Forum Financial Management
Illinois
$465K +$11.1K +491 +2%
29 30
31
32 33