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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 %
BWL
176
Beacon Wealthcare LLC
North Carolina
$10.4M 459,209 +305,036 +198%
EFG
177
Everhart Financial Group
Ohio
$10.4M 458,028 +295,836 +182%
TA
178
TruWealth Advisors
Louisiana
$10.3M 454,278 +305,182 +205%
WPW
179
Waldron Private Wealth
Pennsylvania
$10.2M 450,000 +300,000 +200%
FWM
180
FFT Wealth Management
Pennsylvania
$10.2M 448,868 +354,990 +378%
Ameriprise
181
Ameriprise
Minnesota
$10.1M 443,973 +306,174 +222%
ZF
182
Zhang Financial
Michigan
$9.99M 440,230 +290,819 +195%
PFM
183
Peak Financial Management
Massachusetts
$9.84M 433,472 +293,274 +209%
TCM
184
Towercrest Capital Management
Pennsylvania
$9.71M 427,762 +268,458 +169%
AWMG
185
Alliance Wealth Management Group
New Jersey
$9.71M 427,541 +268,313 +169%
NA
186
NewEdge Advisors
Louisiana
$9.7M 427,312 +302,602 +243%
TFF
187
The Family Firm
Maryland
$9.69M 697,327 +275,977 +65%
PCIA
188
Prime Capital Investment Advisors
Kansas
$9.57M 421,532 +269,519 +177%
AA
189
Apriem Advisors
California
$9.46M 416,833 +277,842 +200%
FOA
190
Five Oceans Advisors
California
$9.41M 414,393 +275,169 +198%
Two Sigma Investments
191
Two Sigma Investments
New York
$8.97M 395,100 +395,100 New
SWM
192
SigFig Wealth Management
California
$8.86M 528,358 +343,840 +186%
RF
193
RHS Financial
California
$8.79M 387,226 +253,228 +189%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$8.77M 386,310 +254,975 +194%
SA
195
SRH Advisors
Kansas
$8.66M 381,490 +255,708 +203%
BIP
196
Blueprint Investment Partners
North Carolina
$8.61M 379,223 +271,517 +252%
LCM
197
Liberty Capital Management
Michigan
$8.58M 377,908 +248,635 +192%
SHJ
198
Sharkey, Howes & Javer
Colorado
$8.39M 369,776 +241,221 +188%
MGIA
199
Moneta Group Investment Advisors
Missouri
$8.31M 366,222 +5,524 +2%
RIM
200
Rockbridge Investment Management
New York
$8.28M 364,869 +237,127 +186%
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