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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,168 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, 449 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,168
Holders Change
+74
Holders Change %
+6.76%
% of All Funds
15.55%
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
449
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 %
RDIA
826
RE Dickinson Investment Advisors
Iowa
$389K +$1.13K +5 +0.3%
FRA
827
Front Row Advisors
California
$387K -$3.66K -161 -0.9%
AWM
828
Apex Wealth Management
New Hampshire
$386K +$386K +17,009 New
GLA
829
Good Life Advisors
Pennsylvania
$386K +$295 +13 +0.1%
AMM
830
American Money Management
California
$385K – – –
AT
831
Arlington Trust
Alabama
$384K +$383K +16,889 +93,828%
JC
832
Jacobs & Co
California
$376K -$7.91K -349 -2%
MIM
833
Moseley Investment Management
Florida
$374K – – –
VFA
834
Valeo Financial Advisors
Indiana
$374K +$23 +1 +0%
BWP
835
Baldwin Wealth Partners
Massachusetts
$368K +$454 +20 +0.1%
FCIM
836
Fairview Capital Investment Management
California
$366K +$18.8K +830 +5%
BFA
837
Bill Few Associates
Pennsylvania
$363K – – –
IFA
838
Index Fund Advisors
California
$362K -$23 -1 -0%
RA
839
Resolute Advisors
California
$361K +$1.11K +49 +0.3%
CNBT
840
Canandaigua National Bank & Trust
New York
$361K – – –
AP
841
Appleton Partners
Massachusetts
$360K -$17.8K -784 -5%
LOIP
842
Live Oak Investment Partners
Texas
$359K -$351K – –
PCM
843
Perritt Capital Management
Illinois
$358K +$252K +11,091 +237%
FSWA
844
Financial Synergies Wealth Advisors
Texas
$358K +$182 +8 +0.1%
EFG
845
Ehrlich Financial Group
California
$353K +$56.7K +2,496 +19%
WCM
846
WealthBridge Capital Management
Ohio
$353K +$159 +7 +0%
ESB
847
Essex Savings Bank
Connecticut
$353K -$3.9K -172 -1%
PI
848
Pachira Investments
California
$352K -$16.9K -743 -5%
PIA
849
Pinion Investment Advisors
Kansas
$349K +$16.5K +727 +5%
WTC
850
WhitTier Trust Company
Nevada
$349K – – –
32 33
34
35 36