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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 %
AA
126
Ashford Advisors
New York
$17.2M 758,748 +502,026 +196%
TWM
127
Tanglewood Wealth Management
Texas
$17M 747,692 +499,180 +201%
JJBC
128
James J. Burns & Company
New York
$16.8M 738,202 +488,005 +195%
ECM
129
Elgethun Capital Management
South Dakota
$16.1M 709,865 +468,606 +194%
GVAG
130
Great Valley Advisor Group
Delaware
$16.1M 707,094 +441,615 +166%
Corient Private Wealth
131
Corient Private Wealth
Florida
$15.8M 706,947 +444,202 +169%
AFG
132
Atomi Financial Group
New York
$15.8M 694,178 +530,853 +325%
DCM
133
Davis Capital Management
Florida
$15.7M 689,530 +461,984 +203%
CKAIS
134
Christensen King & Associates Investment Services
Washington
$15.3M 659,273 +433,790 +192%
Osaic Holdings
135
Osaic Holdings
Arizona
$14.9M 654,610 +202,436 +45%
PP
136
PrairieView Partners
Minnesota
$14.8M 650,287 +426,368 +190%
LPAM
137
Lodestar Private Asset Management
California
$14.5M 640,132 +419,164 +190%
EI
138
Ellevest Inc
New York
$14.4M 634,796 +392,536 +162%
Stifel Financial
139
Stifel Financial
Missouri
$14.4M 632,591 +422,868 +202%
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$14.3M 628,086 +418,080 +199%
RWIA
141
Roger Wittlin Investment Advisory
California
$14.2M 624,350 +420,007 +206%
MIA
142
Milestone Investment Advisors
Wisconsin
$13.6M 597,221 +407,588 +215%
LW
143
Libra Wealth
California
$13.5M 595,286 +392,685 +194%
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$13.5M 593,826 +401,825 +209%
SIG
145
Spinnaker Investment Group
California
$13.1M 575,733 +374,067 +185%
AIP
146
Almanack Investment Partners
Pennsylvania
$13M 574,448 +349,782 +156%
BIP
147
Blue Investment Partners
California
$13M 570,897 +383,412 +205%
VAS
148
Valicenti Advisory Services
New York
$12.9M 569,445 +378,928 +199%
CPIG
149
Chicago Partners Investment Group
Illinois
$12.9M 564,830 +37,192 +7%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$12.7M 560,605 +389,449 +228%
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