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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 %
KF
301
Krilogy Financial
Missouri
$3.53M +$48K +2,289 +1%
AAG
302
Avalon Advisory Group
Pennsylvania
$3.5M -$17.5K -837 -0.5%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$3.49M -$294K -14,010 -8%
TIM
304
Tortoise Investment Management
New York
$3.47M +$2.52K +120 +0.1%
MA
305
MBA Advisors
Pennsylvania
$3.46M +$142K +6,759 +4%
NGA
306
Naples Global Advisors
Florida
$3.46M -$134K -6,372 -4%
ACA
307
Atlas Capital Advisors
Wyoming
$3.4M -$107K -5,118 -3%
FPCG
308
Fort Pitt Capital Group
Pennsylvania
$3.4M -$256K -12,237 -7%
CMBA
309
C.M. Bidwell & Associates
Hawaii
$3.38M
W
310
WealthCollab
Washington
$3.37M -$51.6K -2,463 -2%
SWM
311
Seaside Wealth Management
California
$3.36M +$325K +15,507 +11%
CFS
312
CRA Financial Services
New Jersey
$3.36M -$28.2K -1,344 -0.8%
TWG
313
The Wealth Group
Minnesota
$3.24M -$27.5K -1,311 -0.8%
RA
314
Regis Acquisition
Colorado
$3.23M +$594K +28,350 +23%
GPFA
315
Game Plan Financial Advisors
Ohio
$3.2M -$16.4K -783 -0.5%
Jones Financial Companies
316
Jones Financial Companies
Missouri
$3.18M +$1.31M +62,637 +70%
PCMC
317
Planning Capital Management Corporation
Pennsylvania
$3.18M -$225K -10,752 -7%
LWL
318
Leo Wealth LLC
Texas
$3.17M +$30.6K +1,458 +1%
AF
319
Allworth Financial
California
$3.09M +$475K +22,392 +18%
CL
320
Choreo LLC
Illinois
$3.08M +$1.04M +49,806 +51%
RFA
321
RTD Financial Advisors
Pennsylvania
$3.07M -$121K -5,772 -4%
S
322
SignatureFD
Georgia
$3.03M +$21.4K +1,023 +0.7%
OCM
323
Osterweis Capital Management
California
$3.02M -$195K
CAG
324
Csenge Advisory Group
Florida
$3M -$46.2K -2,205 -2%
PA
325
Pineridge Advisors
Missouri
$2.99M +$162K +7,740 +6%