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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.

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
1
Empower Advisory Group
Colorado
$111M
2
WCM
2
Weaver Capital Management
Georgia
$33.9M
3
Charles Schwab
3
Charles Schwab
California
$27.6M
4
AF
4
Allworth Financial
California
$20.9M
5
MCM
5
MAI Capital Management
Ohio
$22.6M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B
2
WWM
2
WT Wealth Management
Arizona
$28.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$45.5M
4
MIS
4
Morningstar Investment Services
Illinois
$6.41M
5
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWM
1001
Hubbell Strickland Wealth Management
Louisiana
$210K +$772 +34 +0.4%
BAAM
1002
Baker Avenue Asset Management
California
$209K -$447K -19,671 -68%
AWA
1003
Arkadios Wealth Advisors
Georgia
$209K -$114K -5,022 -35%
CW
1004
CreativeOne Wealth
Kansas
$209K -$17K -750 -8%
JWM
1005
Jackson Wealth Management
Florida
$208K -$23 -1 -0%
SCM
1006
Schnieders Capital Management
California
$208K -$45 -2 -0%
TF
1007
Trek Financial
Arizona
$207K +$207K +9,129 New
RRA
1008
Round Rock Advisors
Connecticut
$207K +$318 +14 +0.2%
WI
1009
Wedgewood Investors
Pennsylvania
$206K +$182 +8 +0.1%
SIC
1010
SJS Investment Consulting
Ohio
$205K -$4.34K -191 -2%
SCTC
1011
Sanibel Captiva Trust Company
Florida
$204K +$204K +9,000 New
DAC
1012
Dividend Assets Capital
South Carolina
$204K +$204K +9,000 New
RWA
1013
River Wealth Advisors
Pennsylvania
$204K -$37K -1,632 -15%
TFS
1014
Thoroughbred Financial Services
Tennessee
$204K +$68 +3 +0%
AGC
1015
Aspen Grove Capital
Colorado
$203K +$203K +8,930 New
CFIA
1016
Cantor Fitzgerald Investment Advisors
New York
$202K +$202K +8,881 New
NFA
1017
Northwest Financial Advisors
Virginia
$201K -$3.52K -155 -2%
BCM
1018
Becker Capital Management
Oregon
$201K +$201K +8,845 New
DFC
1019
DB Fitzpatrick & Co
Idaho
$200K +$5.88K +259 +3%
Russell Investments Group
1020
Russell Investments Group
United Kingdom
$199K +$3.2K +141 +2%
QCMNJ
1021
Quantum Capital Management (New Jersey)
New Jersey
$196K -$2.07K -91 -1%
OSNBOA
1022
Old Second National Bank of Aurora
Illinois
$187K – – –
VHAM
1023
Van Hulzen Asset Management
California
$186K +$186K +8,174 New
PFBT
1024
Parkside Financial Bank & Trust
Missouri
$174K +$386 +17 +0.2%
T
1025
Tidemark
California
$162K +$1.48K +65 +0.9%
39 40
41
42 43