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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 %
RRCM
276
Rappaport Reiches Capital Management
Illinois
$4.04M +$28K +1,335 +0.7%
ADL
277
Asset Dedication LLC
California
$4.04M -$29.7K -1,416 -0.7%
CPA
278
Clear Point Advisors
New York
$4.01M -$204K -9,723 -5%
WANY
279
Wealthspire Advisors (New York)
New York
$3.91M +$39.1K +1,866 +1%
ACA
280
Aspire Capital Advisors
Washington
$3.87M -$1.44M -68,868 -27%
LIWM
281
Long Island Wealth Management
New York
$3.87M +$16.5K +786 +0.4%
MGIA
282
Moneta Group Investment Advisors
Missouri
$3.86M +$18.3K +873 +0.5%
CAM
283
Cozad Asset Management
Illinois
$3.86M -$2.01K -96 -0.1%
SAM
284
Sawgrass Asset Management
Florida
$3.85M +$184K +8,796 +5%
RW
285
REDW Wealth
New Mexico
$3.84M -$27.7K -1,320 -0.7%
William Blair & Company
286
William Blair & Company
Illinois
$3.83M +$138K +6,567 +4%
Koshinski Asset Management
287
Koshinski Asset Management
Illinois
$3.83M -$8.13K -381 -0.2%
IAA
288
Independent Advisor Alliance
North Carolina
$3.82M -$443K -21,153 -10%
Financial Engines Advisors
289
Financial Engines Advisors
California
$3.76M +$2.55M +121,353 +210%
KJWM
290
Kiley Juergens Wealth Management
Washington
$3.74M +$10.2K +489 +0.3%
CIA
291
Compass Ion Advisors
Pennsylvania
$3.72M +$123K +6,060 +3%
CAG
292
Crestwood Advisors Group
Massachusetts
$3.71M +$3.23M +154,308 +679%
PA
293
Planning Alternatives
Michigan
$3.66M -$6.29K -300 -0.2%
IWMA
294
Ironwood Wealth Management (Arizona)
Arizona
$3.66M -$50.9K -2,430 -1%
BWM
295
Benchmark Wealth Management
Connecticut
$3.64M +$8.68K +414 +0.2%
NCM
296
Novare Capital Management
North Carolina
$3.63M +$210K +10,008 +6%
AAP
297
Arax Advisory Partners
Colorado
$3.63M -$106K -5,070 -3%
HCMT
298
Highland Capital Management (Tennessee)
Tennessee
$3.62M -$251 -12 -0%
GIP
299
Granite Investment Partners
California
$3.58M
ISWM
300
Independent Solutions Wealth Management
New York
$3.56M -$31.8K -1,518 -0.9%