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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
$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 %
OC
901
Oppenheimer & Co
New York
$298K – – –
CAS
902
Coppell Advisory Solutions
Texas
$297K – – –
SSB
903
Sandy Spring Bank
Maryland
$297K +$431 +19 +0.1%
NPI
904
New Perspectives Inc
Mississippi
$297K – – –
BW
905
BostonPremier Wealth
Massachusetts
$295K +$295K +12,978 New
CA
906
Clearstead Advisors
Ohio
$293K +$43.9K +1,933 +18%
RPA
907
Rock Point Advisors
Vermont
$292K -$231K -10,191 -44%
VBFP
908
Valtinson Bruner Financial Planning
Minnesota
$292K – – –
MA
909
MONECO Advisors
Connecticut
$291K – – –
BW
910
BIP Wealth
Georgia
$290K +$45 +2 +0%
PFP
911
Pinnacle Financial Partners
Tennessee
$289K -$579K -8,700 -67%
CCM
912
Ciovacco Capital Management
Georgia
$288K -$45 -2 -0%
BWA
913
Babb Wealth Advisors
Arizona
$287K +$287K +12,633 New
CIA
914
Choate Investment Advisors
Massachusetts
$287K – – –
AIM
915
Aurora Investment Managers
Florida
$284K – – –
CE
916
Cornerstone Enterprises
Wisconsin
$282K – – –
GD
917
Grandfield & Dodd
New York
$282K – – –
DB
918
Dravo Bay
Delaware
$282K +$282K +12,411 New
PP
919
Patten & Patten
Tennessee
$281K -$45 -2 -0%
BAWC
920
Boyce & Associates Wealth Consulting
Texas
$279K -$13.1K -578 -4%
GGV
921
GG Group Ventures
Florida
$279K -$558K -24,570 -67%
MMCM
922
Murphy & Mullick Capital Management
New York
$278K +$278K +12,267 New
BPWM
923
Badgley Phelps Wealth Managers
Washington
$273K +$45.4K +1,999 +20%
SIMC
924
Squire Investment Management Company
Utah
$272K – – –
CGA
925
Crescent Grove Advisors
Illinois
$272K – – –
35 36
37
38 39