SCHB icon

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 %
HI
1126
Hoey Investments
Pennsylvania
$12K 530 +530 New
WWM
1127
Wolff Wiese Magana
California
$11.2K 492 +328 +200%
OIA
1128
Optimum Investment Advisors
Illinois
$11K 486 +324 +200%
AW
1129
Avion Wealth
Texas
$11K 503 +336 +201%
CAM
1130
Costello Asset Management
Pennsylvania
$10.9K 480 +320 +200%
GWSG
1131
GPS Wealth Strategies Group
Colorado
$10.2K 450 +300 +200%
BAM
1132
Bellevue Asset Management
Washington
$9.53K 420 +280 +200%
PS
1133
Pinney & Scofield
Massachusetts
$8.72K 384 +384 New
FFL
1134
Financial Freedom LLC
Ohio
$8.69K 383 +256 +202%
PPA
1135
Painted Porch Advisors
California
$8.44K 372 +138 +59%
GWP
1136
Gen-Wealth Partners
Michigan
$8.35K 368 +39 +12%
PMIM
1137
Prudent Man Investment Management
Colorado
$8.04K 354 +354 New
AA
1138
Addison Advisors
Vermont
$6.27K 276 +184 +200%
T
1139
Transce3nd
Texas
$6.27K 276 +276 New
CJH
1140
Christopher J. Hasenberg
Wisconsin
$5.99K 264 +176 +200%
EW
1141
Element Wealth
Mississippi
$5.71K 252 +166 +193%
NC
1142
NewSquare Capital
Pennsylvania
$4.9K 216 +166 +332%
DAM
1143
Delta Asset Management
Tennessee
$4.58K 202 +135 +201%
TWC
1144
TD Waterhouse Canada
Ontario, Canada
$4.49K 198 +198 New
CAWM
1145
Capital A Wealth Management
Pennsylvania
$4.11K 181 +181 New
BBHC
1146
Brown Brothers Harriman & Co
New York
$4.09K 180 +120 +200%
FGC
1147
Financial Gravity Companies
Texas
$4.09K 180 +139 +339%
CWM
1148
Crowley Wealth Management
Delaware
$4.09K 180 +180 New
RP
1149
Rice Partnership
Hawaii
$3.72K 164 +109 +198%
HNW
1150
High Note Wealth
Minnesota
$3.54K 156 +156 New
44 45
46
47 48