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Schwab US Broad Market ETF

1,076 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, 342 increasing their positions, 402 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,076
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
15.65%
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
342
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 %
WFP
251
Wrenne Financial Planning
Kentucky
$4.61M -$648K -30,912 -12%
RSWM
252
Robertson Stephens Wealth Management
California
$4.55M +$81.4K +3,873 +2%
SP
253
Successful Portfolios
Florida
$4.52M -$17.6K -840 -0.4%
LBC
254
Lowe Brockenbrough & Co
Virginia
$4.52M -$335K -15,951 -7%
SWM
255
Seed Wealth Management
Illinois
$4.51M -$83.6K -3,990 -2%
DPI
256
Diversified Portfolios Inc
Michigan
$4.51M +$31.4K +1,500 +0.7%
QCG
257
Quadrant Capital Group
Ohio
$4.5M +$695K +33,150 +18%
PAG
258
Private Advisor Group
New Jersey
$4.49M +$166K +7,923 +4%
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$4.44M +$158K +7,539 +4%
FCM
260
Firestone Capital Management
Florida
$4.43M +$434K +20,688 +11%
RWA
261
Redhawk Wealth Advisors
Minnesota
$4.4M -$173K -8,268 -4%
PA
262
Parallel Advisors
California
$4.36M -$100K -4,773 -2%
AWS
263
Atria Wealth Solutions
New York
$4.35M -$1.23M -58,677 -22%
CWM
264
Chesapeake Wealth Management
Virginia
$4.3M +$116K +5,541 +3%
CPWM
265
Cypress Point Wealth Management
Texas
$4.22M -$87.8K -4,191 -2%
BAM
266
Berkshire Asset Management
Pennsylvania
$4.21M +$92.8K +4,428 +2%
OCG
267
Opus Capital Group
Ohio
$4.2M +$69K +3,291 +2%
IWC
268
Integrated Wealth Concepts
Massachusetts
$4.19M +$92.7K +4,422 +2%
MHR
269
Matthew Hamilton Rosenberg
$4.17M -$215K -10,245 -5%
NI
270
NYL Investors
New York
$4.17M +$132K +6,300 +3%
VVP
271
Venture Visionary Partners
Ohio
$4.16M -$32.3K -1,539 -0.8%
PFA
272
Pinnacle Family Advisors
Missouri
$4.16M -$180K -8,586 -4%
FPAS
273
Focus Partners Advisor Solutions
Missouri
$4.15M +$173K +8,232 +4%
CI
274
Cordant Inc
Oregon
$4.1M -$192K -9,138 -4%
SOAG
275
Silver Oak Advisory Group
Oregon
$4.08M -$91.4K -4,359 -2%