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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 %
CIA
876
Capital Investment Advisors
Georgia
$320K +$2.68K +118 +0.8%
FFA
877
Fragasso Financial Advisors
Pennsylvania
$318K +$1.07K +47 +0.3%
LF
878
LifeSteps Financial
California
$318K +$22.6K +996 +8%
VCM
879
Versant Capital Management
Arizona
$318K +$1.09K +48 +0.3%
USCWA
880
U.S. Capital Wealth Advisors
Texas
$317K +$58.3K +2,569 +23%
GLLW
881
Graves Light Lenhart Wealth
Virginia
$317K – – –
FWMP
882
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$317K +$317K +13,944 New
AFA
883
American Financial Advisors
Georgia
$316K -$25.9K -1,141 -8%
NW
884
NewEdge Wealth
Pennsylvania
$310K +$114 +5 +0%
PRI
885
Prepared Retirement Institute
Pennsylvania
$308K +$1.07K +47 +0.3%
ACM
886
Advisors Capital Management
New Jersey
$308K – – –
SEM
887
Strategic Equity Management
Arizona
$306K -$28.9K -1,273 -9%
RA
888
Ruggaard & Associates
Ohio
$305K +$23 +1 +0%
HWA
889
Heartwood Wealth Advisors
Virginia
$303K – – –
WAM
890
Worth Asset Management
Texas
$303K -$16.2K -714 -5%
CWA
891
Carolina Wealth Advisors
South Carolina
$302K +$10.7K +472 +4%
BWMG
892
Barnes Wealth Management Group
California
$302K +$302K +13,293 New
CAM
893
Councilmark Asset Management
Tennessee
$302K – – –
Franklin Resources
894
Franklin Resources
California
$301K – – –
FBB
895
Fulton Breakefield Broenniman
Maryland
$300K +$340 +15 +0.1%
CIP
896
Capital Insight Partners
Arizona
$300K – – –
SSW
897
Stone Summit Wealth
Florida
$300K +$79.4K +3,499 +36%
PK
898
Pflug Koory
Nebraska
$299K – – –
SPIA
899
Steward Partners Investment Advisory
New York
$299K +$126K +5,562 +73%
JC
900
JBGlobal.com
New York
$298K +$298K +13,148 New
34 35
36
37 38