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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 %
BCMLT
1101
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.6K 1,216 +811 +200%
WAG
1102
Wiser Advisor Group
Arizona
$26.7K 1,176 +785 +201%
MCA
1103
Maryland Capital Advisors
Maryland
$26.4K 1,161 +774 +200%
BCM
1104
Blume Capital Management
California
$25.2K 1,111 +741 +200%
PC
1105
Promus Capital
Illinois
$25.1K 1,104 +1,104 New
SIM
1106
Studio Investment Management
Illinois
$24.8K 1,092 +728 +200%
TAM
1107
Tucker Asset Management
Colorado
$24.8K 1,092 +765 +234%
GWSA
1108
Global Wealth Strategies & Associates
Colorado
$24.2K 1,065 +710 +200%
RIL
1109
Rothschild Investment LLC
Illinois
$23.2K 1,020 +724 +245%
LC
1110
Lindbrook Capital
California
$22.4K 985 +657 +200%
FCAS
1111
First Command Advisory Services
Texas
$22.1K 972 +648 +200%
SIM
1112
Synergy Investment Management
Florida
$21.9K 963 +963 New
OW
1113
Olistico Wealth
Oklahoma
$20.1K 887 +592 +201%
TFM
1114
TFC Financial Management
Massachusetts
$18.5K 816 +544 +200%
BHWM
1115
Beaird Harris Wealth Management
Texas
$17K 750 +442 +144%
RF
1116
Robbins Farley
New Hampshire
$16.7K 737 +491 +200%
Belvedere Trading
1117
Belvedere Trading
Illinois
$16.6K 733 -282 -28%
FP
1118
Financial Perspectives
Minnesota
$16.2K 714 +477 +201%
KFI
1119
Key Financial Inc
Pennsylvania
$14.4K 633 +422 +200%
SAM
1120
Smartleaf Asset Management
Massachusetts
$14.3K 628 +258 +70%
IF
1121
Integrity Financial
Wyoming
$14.2K 627 +418 +200%
RCM
1122
Raleigh Capital Management
North Carolina
$13.6K 598 +598 New
CW
1123
Curio Wealth
Maryland
$12.9K 567 +567 New
WT
1124
Washington Trust
Rhode Island
$12.8K 564 +376 +200%
BWM
1125
Bernard Wealth Management
Michigan
$12.2K 539 +539 New
43 44
45
46 47