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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 %
WAM
151
Weinberger Asset Management
California
$12.6M 555,774 +367,993 +196%
PRS
152
Pinkerton Retirement Specialists
Idaho
$12.5M 548,603 +336,233 +158%
BDFN
153
Bond & Devick Financial Network
Minnesota
$12.4M 186,163 – –
PCM
154
Passive Capital Management
Maryland
$12.2M 539,226 +357,694 +197%
Envestnet Portfolio Solutions
155
Envestnet Portfolio Solutions
Illinois
$12.2M 535,555 +347,662 +185%
IDA
156
Intelligence Driven Advisers
California
$12.1M 531,432 +339,894 +177%
VCP
157
Vista Capital Partners
Oregon
$12M 530,657 +343,599 +184%
SFA
158
Sequoia Financial Advisors
Ohio
$12M 530,154 +353,897 +201%
OWM
159
Opes Wealth Management
California
$11.9M 524,870 +349,366 +199%
LIWM
160
Long Island Wealth Management
New York
$11.9M 522,931 +461,327 +749%
PF
161
Prosperitas Financial
California
$11.9M 522,929 +388,550 +289%
MWM
162
Meridian Wealth Management
Kentucky
$11.7M 516,820 +351,739 +213%
WANY
163
Wealthspire Advisors (New York)
New York
$11.5M 507,103 +336,858 +198%
LIM
164
Leavell Investment Management
Alabama
$11.5M 505,354 +340,422 +206%
MWP
165
Madison Wealth Partners
Wisconsin
$11.3M 499,527 +340,476 +214%
IF
166
Intrua Financial
Texas
$11.2M 494,729 +322,808 +188%
TA
167
TPG Advisors
Illinois
$11.2M 493,415 +331,151 +204%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$11.2M 491,650 +340,366 +225%
IA
169
IFP Advisors
Florida
$10.9M 480,549 +330,320 +220%
VWA
170
VSM Wealth Advisory
Maryland
$10.9M 480,372 +480,372 New
MWA
171
Motive Wealth Advisors
Michigan
$10.9M 479,748 +319,832 +200%
DBRC
172
D.B. Root & Company
Pennsylvania
$10.9M 479,205 +318,009 +197%
BRWA
173
B. Riley Wealth Advisors
Florida
$10.8M 474,324 +303,282 +177%
HCA
174
Horan Capital Advisors
Ohio
$10.6M 465,225 +310,085 +200%
BF
175
Brooklyn FI
New York
$10.4M 459,902 +330,224 +255%
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