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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 %
RCM
926
Riggs Capital Management
Utah
$272K +$272K +11,997 New
VWM
927
Vigilare Wealth Management
Arizona
$269K +$91 +4 +0%
AP
928
Americana Partners
Texas
$269K – – –
CCMI
929
Creative Capital Management Investments
California
$268K – – –
SW
930
Simplicity Wealth
New Jersey
$268K -$47.4K -2,086 -15%
Fisher Asset Management
931
Fisher Asset Management
Washington
$268K +$268K +11,792 New
SG
932
StoneX Group
New York
$267K +$2.36K +104 +0.9%
WFAG
933
Wescott Financial Advisory Group
Pennsylvania
$266K – – –
BFG
934
Berger Financial Group
Minnesota
$266K -$88.8K -3,914 -25%
CA
935
Claris Advisors
Missouri
$266K +$908 +40 +0.3%
MFF
936
Michels Family Financial
Texas
$264K +$264K +11,651 New
Comerica Bank
937
Comerica Bank
Texas
$264K -$20.5K -901 -7%
LCWM
938
Legacy Capital Wealth Management
Texas
$261K +$261K +11,488 New
MSWMA
939
Market Street Wealth Management Advisors
Indiana
$260K -$23 -1 -0%
BWA
940
Burt Wealth Advisors
Maryland
$260K -$34K -1,497 -12%
LFAS
941
Level Four Advisory Services
Texas
$259K -$517K -22,772 -67%
TBWA
942
Three Bridge Wealth Advisors
California
$258K -$2.54K -112 -1%
SCA
943
Snowden Capital Advisors
New York
$258K – – –
CAP
944
Columbia Advisory Partners
Washington
$256K +$256K +11,291 New
MM
945
Main Management
California
$255K – – –
SAM
946
Silvercrest Asset Management
New York
$255K – – –
WPIC
947
White Pine Investment Company
Michigan
$254K -$22.3K -984 -8%
GFP
948
Guardian Financial Partners
California
$254K +$5.4K +238 +2%
FFA
949
Founders Financial Alliance
North Carolina
$252K -$953 -42 -0.4%
4WM
950
49 Wealth Management
Texas
$251K +$15.1K +665 +6%
36 37
38
39 40