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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 %
FT
201
Fiduciary Trust
Massachusetts
$8.25M 363,357 +240,165 +195%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$8.17M 359,985 +241,171 +203%
EFG
203
Embree Financial Group
Illinois
$8.15M 359,094 +228,967 +176%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$8.11M 357,403 +289,884 +429%
ICM
205
Islay Capital Management
Texas
$7.98M 351,742 +231,242 +192%
MSS
206
Mitchell Sinkler & Starr
Pennsylvania
$7.86M 346,175 +231,600 +202%
JIC
207
Johnson Investment Counsel
Ohio
$7.85M 345,891 +230,006 +198%
JFG
208
JMG Financial Group
Illinois
$7.77M 342,342 +224,827 +191%
JPLA
209
Joseph P. Lucia & Associates
New York
$7.66M 337,242 +226,756 +205%
DI
210
Disciplined Investors
Texas
$7.6M 337,105 +337,105 New
OFG
211
Orcam Financial Group
California
$7.47M 328,910 +218,725 +199%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$7.45M 328,102 +216,405 +194%
NIA
213
NBZ Investment Advisors
Tennessee
$7.43M 327,410 +327,410 New
CFMC
214
Curbstone Financial Management Corp
New Hampshire
$7.43M 327,334 +217,020 +197%
VFIC
215
Valley Forge Investment Consultants
Pennsylvania
$7.43M 327,232 +215,571 +193%
DWM
216
Destination Wealth Management
California
$7.43M 327,094 +228,681 +232%
Jane Street
217
Jane Street
New York
$7.29M 321,175 +312,682 +3,682%
FA
218
Fagan Associates
New York
$7.27M 320,466 +224,727 +235%
JWA
219
JFS Wealth Advisors
Pennsylvania
$7.27M 320,124 +209,534 +189%
WKWM
220
Walter & Keenan Wealth Management
Indiana
$7.19M 316,792 +224,699 +244%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$7.07M 311,447 +256,242 +464%
DKCM
222
Davidson Kahn Capital Management
California
$6.81M 299,846 +299,846 New
CFO
223
CVA Family Office
Colorado
$6.78M 298,692 +197,451 +195%
CAM
224
Cresset Asset Management
Illinois
$6.76M 297,683 +109,071 +58%
VA
225
Valmark Advisers
Ohio
$6.64M 292,379 +192,405 +192%
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