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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 %
OCM
976
Orion Capital Management
California
$229K -$30.8K -1,356 -12%
NCM
977
Noesis Capital Mangement
Florida
$229K -$23 -1 -0%
SI
978
Stephens Inc
Arkansas
$229K – – –
TWM
979
Trevian Wealth Management
Massachusetts
$228K -$23 -1 -0%
SQA
980
Simon Quick Advisors
New Jersey
$228K -$680K -29,975 -75%
AIA
981
Armor Investment Advisors
North Carolina
$227K +$68 +3 +0%
SAM
982
SignalPoint Asset Management
Missouri
$226K +$2K +88 +0.9%
QWM
983
Quadcap Wealth Management
Texas
$225K +$225K +9,932 New
KL
984
KilterHowling LLC
Colorado
$225K +$795 +34 +0.4%
BTI
985
Blue Trust Inc
Georgia
$224K -$68.6K -3,021 -23%
CAM
986
Columbia Asset Management
Michigan
$220K +$220K +9,693 New
SLA
987
Silver Lake Advisory
Utah
$220K +$10.1K +446 +5%
AWM
988
Abound Wealth Management
Tennessee
$219K -$52.7K -2,322 -19%
GWANC
989
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K +$1.11K +49 +0.5%
DSA
990
Droms Strauss Advisors
Missouri
$218K -$5.13K -226 -2%
CWS
991
Cypress Wealth Services
California
$218K -$16.6K -731 -7%
SFP
992
Sterling Financial Planning
New Jersey
$218K +$772 +34 +0.4%
RSC
993
Red Spruce Capital
Pennsylvania
$216K +$216K +9,507 New
WCP
994
Wick Capital Partners
Pennsylvania
$215K +$2.59K +114 +1%
RP
995
Riverwater Partners
Wisconsin
$215K -$15K -661 -7%
RWM
996
Rockwood Wealth Management
Pennsylvania
$214K +$214K +9,392 New
JBA
997
Johnson Bixby & Associates
Washington
$212K -$91 -4 -0%
AWAG
998
ARS Wealth Advisors Group
Florida
$212K +$749 +33 +0.4%
GCM
999
Glaxis Capital Management
Florida
$210K +$704 +31 +0.3%
MFT
1000
Moisand Fitzgerald Tamayo
Florida
$210K -$6.49K -286 -3%
38 39
40
41 42