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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 %
SFP
101
Strategic Financial Planning
Texas
$21.5M 948,246 +625,276 +194%
BIM
102
Breakwater Investment Management
Washington
$21.5M 945,384 +626,838 +197%
AF
103
Allworth Financial
California
$20.9M 887,772 +844,190 +1,937%
UCFA
104
United Capital Financial Advisors
Texas
$20.6M 907,760 +594,038 +189%
CCA
105
Cobblestone Capital Advisors
New York
$20.6M 906,445 +597,633 +194%
FFN
106
Focus Financial Network
Minnesota
$20.4M 900,823 +572,822 +175%
CHJWM
107
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.3M 866,529 -2,075 -0.2%
GLR
108
Great Lakes Retirement
Ohio
$20.2M 887,907 +588,044 +196%
HI
109
Harbour Investments
Wisconsin
$20.1M 885,934 +605,898 +216%
MWP
110
Meridian Wealth Partners
Pennsylvania
$19.9M 877,441 +586,717 +202%
WC
111
Wynn Capital
Georgia
$19.8M 872,239 +587,565 +206%
SF
112
Schaeffer Financial
Maryland
$19.5M 859,112 +574,238 +202%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$18.9M 833,832 +550,715 +195%
SNWA
114
Siligmueller & Norvid Wealth Advisors
Illinois
$18.8M 828,666 +828,666 New
IAS
115
IMA Advisory Services
Colorado
$18.6M 819,732 +542,326 +195%
MFGP
116
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.5M 813,733 +530,601 +187%
TWM
117
Tradition Wealth Management
Minnesota
$18.2M 801,083 +534,194 +200%
JWS
118
Juncture Wealth Strategies
Arizona
$18.2M 800,226 +546,894 +216%
TW
119
TrinityPoint Wealth
Connecticut
$18.2M 799,605 +525,450 +192%
SI
120
Stonekeep Investments
New Mexico
$18M 794,390 +526,232 +196%
Lido Advisors
121
Lido Advisors
California
$18M 793,869 +637,818 +409%
MAS
122
Madden Advisory Services
Florida
$17.7M 781,481 +522,269 +201%
SFC
123
SYM Financial Corp
Indiana
$17.7M 780,206 +521,406 +201%
DW
124
Dodds Wealth
Colorado
$17.7M 752,010 +66,582 +10%
RBC
125
Roble Belko & Company
Pennsylvania
$17.3M 761,164 +504,765 +197%
3 4
5
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