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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 %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B 145,740 +86,809 +147%
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B 60,222,952 +39,622,630 +192%
Betterment LLC
3
Betterment LLC
New York
$403M 17,773,620 +11,718,291 +194%
R
4
Rebalance
California
$260M 11,471,005 +7,646,591 +200%
SCM
5
SCS Capital Management
Massachusetts
$232M 10,204,017 +6,426,551 +170%
EK
6
Evensky & Katz
Florida
$212M 9,325,113 +6,084,141 +188%
HCM
7
Hengehold Capital Management
Ohio
$203M 8,942,406 +5,886,366 +193%
SG
8
Strid Group
Pennsylvania
$194M 8,530,226 +5,666,068 +198%
BFG
9
Bouchey Financial Group
New York
$185M 8,165,768 +5,560,636 +213%
HighTower Advisors
10
HighTower Advisors
Illinois
$185M 8,146,204 +5,485,579 +206%
HWM
11
HB Wealth Management
Georgia
$148M 6,505,668 +4,281,591 +193%
EA
12
Evergreen Advisors
Tennessee
$145M 6,366,873 +4,160,555 +189%
HP
13
HT Partners
Connecticut
$137M 6,053,331 +4,052,932 +203%
CC
14
Callan Capital
California
$135M 5,963,363 +3,936,534 +194%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$134M 5,901,371 +3,954,414 +203%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$131M 5,777,637 +3,986,204 +223%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$129M 5,694,595 +3,828,805 +205%
Empower Advisory Group
18
Empower Advisory Group
Colorado
$111M 4,892,270 +4,693,222 +2,358%
AI
19
Accredited Investors
Minnesota
$111M 4,874,788 +3,255,414 +201%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$94.2M 4,144,462 +2,744,410 +196%
SFS
21
Summit Financial Strategies
Ohio
$92M 4,053,079 +2,665,067 +192%
HWA
22
HHM Wealth Advisors
Tennessee
$91.3M 4,021,769 +2,678,507 +199%
TCM
23
TruNorth Capital Management
Michigan
$91M 4,007,691 +2,687,328 +204%
Mariner
24
Mariner
Kansas
$90.7M 3,996,283 +2,764,246 +224%
MBFW
25
Morton Brown Family Wealth
Pennsylvania
$81.1M 3,570,574 +2,417,439 +210%
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