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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, 1,015 increasing their positions, 15 reducing their positions, and 39 closing their positions.

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
1,015
Reduced
15
Closed
39
Calls
$24.8M
Puts
$14.2M
Net Calls
+$10.5M
Net Calls Change
-$2.32M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
Betterment LLC
3
Betterment LLC
New York
$403M
4
R
4
Rebalance
California
$260M
5
SCM
5
SCS Capital Management
Massachusetts
$232M

Top Sellers

1
AIS
1
American Investment Services
Massachusetts
$0
2
MIS
2
Morningstar Investment Services
Illinois
$6.41M
3
ECG
3
Edge Capital Group
Georgia
$528K
4
HF
4
HRT Financial
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.39M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
76
Pegasus Asset Management
New York
$27.5M 1,211,636 +791,417 +188%
WA
77
Waverly Advisors
Alabama
$26.9M 1,183,899 +809,962 +217%
TI
78
Truepoint Inc
Ohio
$26.8M 1,178,521 +783,461 +198%
Cerity Partners
79
Cerity Partners
New York
$26.7M 1,175,220 +799,325 +213%
GAM
80
Gemmer Asset Management
California
$26.4M 1,161,779 +779,241 +204%
SA
81
Shilanski & Associates
Alaska
$25.4M 1,120,325 +768,999 +219%
PIMG
82
Patriot Investment Management Group
Tennessee
$25.1M 1,107,041 +732,441 +196%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$25.1M 1,106,279 +931,213 +532%
FSA
84
Financial Services Advisory
Maryland
$24.9M 1,097,994 +725,308 +195%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$24.9M 1,096,980 +713,474 +186%
TW
86
Transform Wealth
Colorado
$24.6M 1,084,336 +856,655 +376%
PAYA
87
Phil A. Younker & Associates
Alaska
$24.6M 1,082,816 +1,082,816 New
BCWM
88
Bartlett & Co Wealth Management
Ohio
$24.5M 1,079,436 +719,106 +200%
GB
89
Goepper Burkhardt
South Carolina
$24.3M 1,069,797 +707,510 +195%
VNA
90
Valley National Advisers
Pennsylvania
$24.3M 1,068,306 +693,680 +185%
GWM
91
Global Wealth Management
New Jersey
$24M 1,058,243 +705,626 +200%
SA
92
Strategic Advisors
New York
$23.7M 1,043,278 +702,710 +206%
RSWA
93
Robinson Smith Wealth Advisors
Maine
$23.6M 1,040,141 +710,156 +215%
Goldman Sachs
94
Goldman Sachs
New York
$23.4M 1,030,588 +749,490 +267%
AWM
95
Avior Wealth Management
Nebraska
$23.3M 1,025,285 +677,956 +195%
FNC
96
First National Corp
Massachusetts
$23.2M 1,022,269 +694,481 +212%
GA
97
GSG Advisors
New Jersey
$22.9M 1,008,349 +686,158 +213%
MCM
98
MAI Capital Management
Ohio
$22.6M 993,830 +909,784 +1,082%
Raymond James Financial
99
Raymond James Financial
Florida
$21.6M 952,373 +952,373 New
OAJ
100
Ogorek Anthony Joseph
New York
$21.5M 948,434 +613,578 +183%
2 3
4
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