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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 %
SMA
1051
Sage Mountain Advisors
Georgia
$100K 4,425 +4,354 +6,132%
WWA
1052
Wingate Wealth Advisors
Massachusetts
$96.2K 4,236 +4,236 New
ME
1053
McIlrath & Eck
Washington
$96K 4,230 +2,820 +200%
FLP
1054
Financial Life Planners
Arizona
$93.9K 4,139 +4,139 New
CAM
1055
Creekmur Asset Management
Illinois
$87.8K 3,867 +2,566 +197%
MA
1056
Montag & Associates
Georgia
$85.7K 3,776 +2,522 +201%
CFGS
1057
Concourse Financial Group Securities
Alabama
$84.2K 3,576 +2,384 +200%
EWA
1058
Elevate Wealth Advisory
Georgia
$79K 3,480 +2,073 +147%
MSWA
1059
Marshall & Sterling Wealth Advisors
New York
$73.8K 3,253 +3,253 New
SIS
1060
Strategic Investment Solutions
Illinois
$73.8K 2,739 +1,945 +245%
LWANC
1061
Laurel Wealth Advisors (North Carolina)
North Carolina
$72K 3,171 +2,297 +263%
HFS
1062
Hantz Financial Services
Michigan
$71K 3,134 +2,093 +201%
RF
1063
Roxbury Financial
New Jersey
$69.7K 2,968 +2,968 New
PP
1064
Pacifica Partners
Canada
$68K 3,000 +2,000 +200%
CTC
1065
Central Trust Company
Missouri
$62K 2,730 +1,820 +200%
AWM
1066
Angeles Wealth Management
California
$61.6K 2,712 +1,808 +200%
HRC
1067
Hoertkorn Richard Charles
$61.3K 2,700 +1,800 +200%
HWM
1068
HighMark Wealth Management
Minnesota
$57.8K 2,546 +1,700 +201%
PS
1069
Principal Securities
Iowa
$54.8K 2,415 +1,715 +245%
EB
1070
Eastern Bank
Massachusetts
$54.5K 2,400 +2,400 New
FFA
1071
Frazier Financial Advisors
Ohio
$52.9K 2,322 +1,548 +200%
FHA
1072
First Horizon Advisors
Tennessee
$52.8K 2,327 +1,650 +244%
VWM
1073
Valley Wealth Managers
New Jersey
$51.3K 2,262 +707 +45%
ACA
1074
American Capital Advisory
Idaho
$48.6K 2,142 +1,524 +247%
KFGG
1075
Keystone Financial Group (Georgia)
Georgia
$48.3K 2,127 +2,127 New
41 42
43
44 45