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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 %
SIS
1151
Sound Income Strategies
Florida
$3.2K 141 +131 +1,310%
HFS
1152
Hopwood Financial Services
Virginia
$3K 132 +132 New
CFP
1153
Comprehensive Financial Planning
Pennsylvania
$2.91K 128 +128 New
NB
1154
NBT Bank
New York
$2.87K 126 +84 +200%
HCP
1155
Hexagon Capital Partners
Arkansas
$2.72K 120 +80 +200%
KHC
1156
Koesten Hirschmann & Crabtree
Kansas
$1.91K 84 +56 +200%
RDFA
1157
Ritter Daniher Financial Advisory
Ohio
$1.91K 84 +78 +1,300%
BMC
1158
Bear Mountain Capital
Washington
$1.89K 80 -205 -72%
AWM
1159
AllSquare Wealth Management
New York
$1.5K 66 +44 +200%
LFA
1160
Legend Financial Advisors
Pennsylvania
$1.36K 60 +60 New
NRWA
1161
North Ridge Wealth Advisors
Oregon
$1.36K 60 +60 New
LWMI
1162
Legacy Wealth Management (Idaho)
Idaho
$1.26K 54 +54 New
LIS
1163
Legacy Investment Solutions
Idaho
$1.26K 54 +54 New
GSWM
1164
Golden State Wealth Management
California
$1.23K 54 +54 New
NS
1165
NBC Securities
Alabama
$542 23 -7,938 -100%
MCM
1166
Mainstream Capital Management
California
$136 6 +6 New
BNP Paribas Financial Markets
1167
BNP Paribas Financial Markets
France
$136 6 +6 New
CTA
1168
Colonial Trust Advisors
South Carolina
$38 2 -102 -98%
IA
1169
IFS Advisors
Kansas
$38 1 +1 New
SAM
1170
Synergy Asset Management
Washington
$38 1 +1 New
AIS
1171
American Investment Services
Massachusetts
– – -363,669 Closed
HF
1172
HRT Financial
New York
– – -18,709 Closed
STA
1173
Summit Trail Advisors
New York
– – -16,634 Closed
CST
1174
Charles Schwab Trust
Nevada
– – -13,574 Closed
MIA
1175
MainStreet Investment Advisors
Illinois
– – -13,000 Closed
45 46
47
48 49