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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
HCM
5
Hengehold Capital Management
Ohio
$203M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$45.5M
2
SCM
2
SCS Capital Management
Massachusetts
$232M
3
AIS
3
American Investment Services
Massachusetts
$0
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$8.31M
5
MIS
5
Morningstar Investment Services
Illinois
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
GGI
1076
Godsey & Gibb Inc
Virginia
$47.7K 2,103 +1,402 +200%
GEA
1077
Glen Eagle Advisors
New Jersey
$46.7K 2,059 +2,055 +51,375%
MCM
1078
Manchester Capital Management
Vermont
$46K 2,026 +1,219 +151%
JFA
1079
JNBA Financial Advisors
Minnesota
$45.2K 1,992 +1,328 +200%
CFD
1080
Creative Financial Designs
Indiana
$42.3K 1,865 +1,244 +200%
HI
1081
Human Investing
Oregon
$41.5K 1,830 +1,830 New
GWM
1082
Geneos Wealth Management
Colorado
$41.3K 1,819 +1,159 +176%
OFG
1083
Oxford Financial Group
Indiana
$40.3K 1,775 +1,250 +238%
B
1084
Birchbrook
Maine
$37.8K 1,665 +1,110 +200%
MWA
1085
Moser Wealth Advisors
Washington
$37.5K 1,651 +1,102 +201%
AWM
1086
Aberdeen Wealth Management
Illinois
$37.1K 1,633 +1,089 +200%
MFA
1087
McClarren Financial Advisors
Pennsylvania
$37K 1,669 +1,669 New
MAM
1088
Marquette Asset Management
Minnesota
$36.2K 1,593 +1,062 +200%
WPWM
1089
Western Pacific Wealth Management
Illinois
$35.5K 1,566 +1,046 +201%
NG
1090
NWK Group
California
$35K 1,542 +1,028 +200%
CIAS
1091
Capital Investment Advisory Services
North Carolina
$34.5K 1,521 +854 +128%
HWM
1092
Hemington Wealth Management
Virginia
$33K 1,494 – –
NRG
1093
Nemes Rush Group
Michigan
$32.9K 1,449 +972 +204%
GI
1094
GAMMA Investing
California
$32.8K 1,446 +964 +200%
VWM
1095
Vermillion Wealth Management
Minnesota
$31.2K 1,376 +1,376 New
GFPC
1096
Global Financial Private Client
Florida
$30.2K 1,332 +888 +200%
MEG
1097
Millstone Evans Group
Colorado
$29.9K 1,317 +1,317 New
AFG
1098
Albion Financial Group
Utah
$28.6K 1,260 +840 +200%
JGIA
1099
Jackson Grant Investment Advisers
Connecticut
$28.4K 1,249 +834 +201%
JFGIW
1100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.8K 1,191 +794 +200%
42 43
44
45 46