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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 %
KWM
951
Kingsview Wealth Management
Oregon
$250K +$17K +750 +7%
WPC
952
Wedmont Private Capital
Pennsylvania
$249K -$3.47K -154 -1%
TRCT
953
Tower Research Capital (TRC)
New York
$247K +$225K +9,891 +999%
CPG
954
Cornerstone Planning Group
New Jersey
$247K -$461K -19,814 -65%
TH
955
Team Hewins
California
$244K +$244K +10,764 New
AWM
956
Act Wealth Management
Texas
$243K +$5.2K +229 +2%
BFG
957
Bleakley Financial Group
New Jersey
$243K +$243K +10,687 New
AIMC
958
Alley Investment Management Company
Illinois
$243K – – –
Bessemer Group
959
Bessemer Group
New Jersey
$242K – – –
EAM
960
Empirical Asset Management
Massachusetts
$242K +$1.75K +77 +0.7%
CPSAC
961
Chas P. Smith & Associates (CPS)
Florida
$240K – – –
IFS
962
Ifrah Financial Services
Arkansas
$238K -$19K -837 -7%
CAC
963
Certified Advisory Corp
Florida
$238K +$182 +8 +0.1%
UFA
964
US Financial Advisors
Massachusetts
$237K – – –
TWM
965
Tanager Wealth Management
United Kingdom
$234K -$3.47K -153 -1%
SXL
966
Summit X LLC
Missouri
$233K – – –
PMFA
967
Plante Moran Financial Advisors
Michigan
$232K +$749 +33 +0.3%
BFWM
968
Bright Futures Wealth Management
New York
$232K -$486K -20,777 -68%
HA
969
HC Advisors
Georgia
$231K – – –
ACI
970
Alpha Cubed Investments
California
$231K -$54.7K -2,408 -19%
FIA
971
FPC Investment Advisory
California
$231K -$15.4K -660 -6%
CFG
972
Cornerstone Financial Group
Nebraska
$230K +$230K +10,122 New
APA
973
Astoria Portfolio Advisors
New York
$230K -$459K -20,319 -67%
CCA
974
Clarity Capital Advisors
Florida
$230K +$772 +34 +0.3%
SPA
975
Sentinel Pension Advisors
Massachusetts
$229K – – –
37 38
39
40 41