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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 %
TI
1176
Tidal Investments
Wisconsin
– – -11,031 Closed
DAS
1177
Dynamic Advisor Solutions
Arizona
– – -10,446 Closed
SCI
1178
S&CO Inc
Massachusetts
– – -10,260 Closed
UW
1179
Unique Wealth
Florida
– – -9,187 Closed
FTUS
1180
Flow Traders U.S.
New York
– – -5,934 Closed
HWP
1181
Heritage Wealth Partners
Ohio
– – -5,895 Closed
Citadel Advisors
1182
Citadel Advisors
Florida
– – -4,659 Closed
AFP
1183
Alpha Financial Partners
Kentucky
– – -4,358 Closed
GFP
1184
Gryphon Financial Partners
Ohio
– – -4,302 Closed
TSS
1185
Two Sigma Securities
New York
– – -4,013 Closed
EIG
1186
Ellenbecker Investment Group
Wisconsin
– – -3,674 Closed
LWM
1187
Lyell Wealth Management
California
– – -3,459 Closed
AWM
1188
Aprio Wealth Management
Georgia
– – -3,266 Closed
SCI
1189
Silver Coast Investments
United States
– – -3,256 Closed
LGG
1190
Luts & Greenleigh Group
Maryland
– – -3,049 Closed
MPW
1191
Monterey Private Wealth
California
– – -3,029 Closed
CA
1192
Claro Advisors
Massachusetts
– – -3,023 Closed
PCA
1193
Providence Capital Advisors
North Carolina
– – -2,000 Closed
SS
1194
Sunbelt Securities
Texas
– – -1,942 Closed
CT
1195
Colonial Trust
South Carolina
– – -1,768 Closed
DWM
1196
Dogwood Wealth Management
Kansas
– – -1,552 Closed
JGCM
1197
Joseph Group Capital Management
Ohio
– – -991 Closed
HGERS
1198
Householder Group Estate & Retirement Specialist
Arizona
– – -535 Closed
FPF
1199
First Pacific Financial
Washington
– – -398 Closed
UCI
1200
Uncommon Cents Investing
Wisconsin
– – -366 Closed
45 46 47
48
49