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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 %
EWA
1026
EverSource Wealth Advisors
Alabama
$159K +$1.7K +75 +1%
BFO
1027
Biltmore Family Office
North Carolina
$153K – – –
EF
1028
Empowered Funds
Pennsylvania
$153K +$153K +6,723 New
PCFFS
1029
Pacific Center for Financial Services
California
$152K -$136 -6 -0.1%
IRC
1030
Investors Research Corp
Georgia
$147K – – –
TH
1031
TCTC Holdings
Texas
$140K – – –
Group One Trading
1032
Group One Trading
Illinois
$139K +$139K +6,134 New
HCM
1033
Hollencrest Capital Management
California
$138K – – –
PFSC
1034
Peoples Financial Services Corp
Pennsylvania
$136K – – –
CCP
1035
Clarkston Capital Partners
Michigan
$133K – – –
HPC
1036
HM Payson & Co
Maine
$132K -$23 -1 -0%
HHGA
1037
Halbert Hargrove Global Advisors
California
$129K +$129K +5,664 New
BL
1038
BFSG LLC
California
$128K +$77.1K +3,396 +151%
HPIA
1039
Hamilton Point Investment Advisors
North Carolina
$127K – – –
GWS
1040
Glassman Wealth Services
Virginia
$127K +$45.2K +1,991 +55%
RCM
1041
Richardson Capital Management
Wisconsin
$124K -$44.2K -1,946 -26%
CWC
1042
Carolinas Wealth Consulting
North Carolina
$123K +$4.34K +191 +4%
AG
1043
AmeriFlex Group
Nevada
$121K +$121K +5,175 New
BSB
1044
Bangor Savings Bank
Maine
$114K +$431 +19 +0.4%
NRC
1045
New Republic Capital
North Carolina
$113K +$102K +4,500 +938%
VWM
1046
Venturi Wealth Management
Texas
$111K – – –
EA
1047
Evolution Advisers
Virginia
$109K +$6.19K +274 +6%
UCB
1048
United Community Bank
South Carolina
$109K +$109K +4,800 New
BF
1049
BOK Financial
Oklahoma
$108K -$58.4K -2,595 -35%
PGAM
1050
Princeton Global Asset Management
New Jersey
$101K – – –
40 41
42
43 44