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Schwab US Broad Market ETF

1,075 hedge funds and large institutions have $9.62B invested in Schwab US Broad Market ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 341 increasing their positions, 402 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
15.64%
Holding in Top 10
132
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.45%
% of All Funds
1.92%
New
70
Increased
341
Reduced
402
Closed
46
Calls
$37.2M
Puts
$18M
Net Calls
+$19.3M
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$5.31M -$39.5K -1,884 -0.7%
WCM
227
Whitener Capital Management
North Carolina
$5.31M +$128K +6,123 +2%
PA
228
PFG Advisors
Arizona
$5.28M -$135K -6,426 -2%
CPA
229
Cardiff Park Advisors
California
$5.27M +$17.6K +840 +0.3%
Northern Trust
230
Northern Trust
Illinois
$5.26M -$170K -8,115 -3%
AIM
231
AHL Investment Management
Florida
$5.24M +$398K +18,996 +8%
GAM
232
Garrison Asset Management
Arkansas
$5.24M -$88.5K -4,221 -2%
FA
233
Fagan Associates
New York
$5.2M +$284K +13,572 +6%
CP
234
Creekside Partners
California
$5.19M +$5.19M +247,647 New
MCM
235
MAI Capital Management
Ohio
$5.19M -$53K -2,529 -1%
Chevy Chase Trust
236
Chevy Chase Trust
Maryland
$5.18M
RDWM
237
Red Door Wealth Management
Tennessee
$5.1M +$4.78K +228 +0.1%
BFPW
238
BOK Financial Private Wealth
Colorado
$5.09M -$121K -5,760 -2%
BJL
239
Brighton Jones LLC
Washington
$5.08M +$1.5M +71,661 +42%
RWM
240
RKL Wealth Management
Pennsylvania
$5.06M +$238K +11,373 +5%
SWM
241
SeaCrest Wealth Management
New York
$5.03M -$171K -8,151 -3%
BPA
242
Beacon Pointe Advisors
California
$5.02M -$50.1K -2,391 -1%
SWRP
243
Summit Wealth & Retirement Planning
California
$4.92M
KIA
244
KCM Investment Advisors
California
$4.88M +$233K +11,100 +5%
PIM
245
Pullen Investment Management
Florida
$4.85M -$85K -4,056 -2%
AOWM
246
Alpha Omega Wealth Management
Virginia
$4.84M -$25.7K -1,227 -0.5%
AllianceBernstein
247
AllianceBernstein
Tennessee
$4.8M -$383K -18,252 -7%
CSWM
248
Cassady Schiller Wealth Management
Ohio
$4.76M -$172K -8,220 -3%
MA
249
Mutual Advisors
Nebraska
$4.76M +$149K +7,044 +3%
VCM
250
Vivaldi Capital Management
Illinois
$4.66M +$130K +6,216 +3%