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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
+$97.5M
2
WCM
Weaver Capital Management
Georgia
+$33.9M
3
Charles Schwab
Charles Schwab
California
+$27.6M
4
AF
Allworth Financial
California
+$17.8M
5
MCM
MAI Capital Management
Ohio
+$16.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$705M
2
WWM
WT Wealth Management
Arizona
-$55.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$50.2M
4
MIS
Morningstar Investment Services
Illinois
-$50.2M
5
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPSA
801
Richard P. Slaughter Associates
Texas
$410K -$5.68K -250 -1%
BDF
802
Black Diamond Financial
Maryland
$410K +$28.5K +1,256 +7%
RCWM
803
Royal Capital Wealth Management
Indiana
$410K +$159 +7 +0%
BWFA
804
Baltimore-Washington Financial Advisors
Maryland
$410K +$410K +18,069 New
RFC
805
Regions Financial Corp
Alabama
$410K -$6.81K -300 -2%
JPWM
806
Jamison Private Wealth Management
Georgia
$409K +$999 +44 +0.2%
UAS
807
United Asset Strategies
New York
$409K – – –
YAL
808
Your Advocates Ltd
Texas
$407K +$26.5K +1,169 +7%
AAS
809
Ameritas Advisory Services
Nebraska
$406K +$87.2K +3,841 +27%
SPWM
810
Schrum Private Wealth Management
Florida
$405K -$405K -17,850 -50%
SFP
811
Shepherd Financial Partners
Massachusetts
$405K +$1.41K +62 +0.3%
SRC
812
Sage Rhino Capital
California
$404K +$2.59K +114 +0.6%
PWA
813
Physician Wealth Advisors
Utah
$401K -$1.11M -48,954 -73%
AFA
814
AA Financial Advisors
Ohio
$401K -$1.32K -58 -0.3%
PSF
815
Pacific Sun Financial
California
$400K -$8.17K -360 -2%
ONSWM
816
Old North State Wealth Management
North Carolina
$396K +$2.95K +130 +0.8%
OWM
817
OneAscent Wealth Management
Alabama
$395K -$118K -5,193 -23%
KA
818
Klingman & Associates
New York
$395K +$12.9K +570 +3%
NP
819
NorthRock Partners
Minnesota
$394K +$1.79K +79 +0.5%
GCM
820
Gibraltar Capital Management
Oklahoma
$393K – – –
AWM
821
Accredited Wealth Management
Kentucky
$392K +$392K +17,249 New
AAG
822
Armstrong Advisory Group
Massachusetts
$391K +$144K +6,335 +58%
AIM
823
Anchor Investment Management
South Carolina
$391K – – –
AA
824
AlphaQ Advisors
Florida
$390K +$12.3K +542 +3%
RDIA
825
RE Dickinson Investment Advisors
Iowa
$389K +$1.13K +5 +0.3%
31 32
33
34 35