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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 %
TCWM
851
Total Clarity Wealth Management
Illinois
$345K -$32.9K -1,449 -9%
BFM
852
Broadview Financial Management
Wisconsin
$345K +$1.18K +52 +0.3%
PWP
853
Precedent Wealth Partners
Texas
$344K – – –
AA
854
Auxano Advisors
Washington
$342K +$342K +15,068 New
ZRP
855
Zynergy Retirement Planning
New Jersey
$341K -$682K -10,250 -67%
CANC
856
Culbertson A N & Co
Virginia
$341K – – –
PCI
857
Planning Center Inc
Illinois
$339K -$162K -7,126 -32%
AWM
858
Able Wealth Management
New Jersey
$339K +$23 +1 +0%
FFWA
859
FRG Family Wealth Advisors
Washington
$337K +$51.4K +2,266 +18%
AFS
860
Access Financial Services
Minnesota
$336K +$336K +14,808 New
CB
861
Commerce Bank
Missouri
$334K – – –
UB
862
UMB Bank
Missouri
$334K – – –
TP
863
Tranquility Partners
Tennessee
$333K – – –
MADFP
864
Michael A Dubis Financial Planning
Wisconsin
$332K +$332K +14,625 New
PB
865
Pinnacle Bancorp
Nebraska
$332K – – –
WT
866
Whittier Trust
California
$330K – – –
WP
867
WealthShield Partners
North Carolina
$329K +$81.6K +3,593 +33%
NBWM
868
North Berkeley Wealth Management
California
$326K +$326K +14,382 New
FA
869
Fedenia Advisers
Wisconsin
$326K +$326K +14,366 New
AWC
870
Adamsbrown Wealth Consultants
Kansas
$325K +$1.07K +47 +0.3%
RF
871
Rossby Financial
Florida
$325K +$325K +14,323 New
SG
872
Somerset Group
Minnesota
$324K +$25.4K +1,118 +8%
CGPCS
873
Capital Group Private Client Services
California
$324K -$1.68K -74 -0.5%
CCM
874
Coldstream Capital Management
Washington
$322K -$25.6K -1,128 -7%
SSA
875
Sierra Summit Advisors
Nevada
$320K – – –
33 34
35
36 37