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 %
WFS
776
WealthGarden F.S.
California
$461K +$220K +9,695 +91%
S4W
777
Solutions 4 Wealth
Texas
$458K +$477 +21 +0.1%
EW
778
Evoke Wealth
California
$454K – – –
GC
779
Garde Capital
Washington
$453K +$9.73K +429 +2%
MFC
780
Morris Financial Concepts
South Carolina
$450K -$681 -30 -0.2%
WS
781
Wedbush Securities
California
$450K -$1.75K -77 -0.4%
AMIM
782
Aull & Monroe Investment Management
Alabama
$449K – – –
NA
783
Novus Advisors
South Carolina
$449K +$449K +19,764 New
B
784
BetterWealth
California
$447K – – –
AO
785
Advisor OS
Illinois
$443K +$170K +7,506 +62%
ECM
786
Evergreen Capital Management
Washington
$439K +$250 +11 +0.1%
VPIM
787
Vanguard Personalized Indexing Management
California
$438K -$20.2K -889 -4%
CAL
788
Capital Analysts LLC
Pennsylvania
$434K -$43.7K -1,928 -9%
LWM
789
Level Wealth Management
North Carolina
$434K +$434K +19,111 New
ACP
790
Aviance Capital Partners
Florida
$433K -$15K -661 -3%
LAIC
791
Lederer & Associates Investment Counsel
California
$431K – – –
Qube Research & Technologies (QRT)
792
Qube Research & Technologies (QRT)
United Kingdom
$427K +$202K +8,918 +90%
VIA
793
Vickerman Investment Advisors
Washington
$425K +$9.58K +422 +2%
TIA
794
Tiemann Investment Advisors
California
$424K -$45 -2 -0%
AC
795
Apella Capital
Connecticut
$417K -$1.36K -60 -0.3%
HCP
796
Hardin Capital Partners
South Carolina
$415K -$3.84K -169 -0.9%
FIA
797
Foundations Investment Advisors
Arizona
$415K +$415K +18,270 New
SFG
798
Sage Financial Group
Pennsylvania
$413K -$19.9K -875 -5%
SHA
799
Seneca House Advisors
Virginia
$412K +$1.54K +68 +0.4%
HR
800
Hardy Reed
Mississippi
$411K -$2.25K -99 -0.5%
30 31
32
33 34