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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 %
CFGL
326
Cambridge Financial Group, LLC
Arizona
$2.99M +$49K +2,340 +2%
CA
327
Cambridge Advisors
Nebraska
$2.99M +$37.8K +1,803 +1%
EH
328
Equitable Holdings
New York
$2.98M +$426K +20,310 +17%
JWBC
329
John W. Brooker & Co
California
$2.95M -$41.1K -1,959 -1%
FD
330
Financial Designs
California
$2.93M -$27.8K -1,326 -0.9%
Pathstone Holdings
331
Pathstone Holdings
New Jersey
$2.91M +$334K +15,954 +13%
PWMG
332
Prestige Wealth Management Group
New Jersey
$2.88M
LRPA
333
L. Roy Papp & Associates
Arizona
$2.85M -$135K -6,426 -5%
DFA
334
DHJJ Financial Advisors
Illinois
$2.84M -$21.7K -1,035 -0.8%
PWM
335
Perigon Wealth Management
California
$2.8M +$1.27M +60,495 +83%
BCM
336
Boltwood Capital Management
California
$2.77M -$51.2K -2,445 -2%
GRP
337
Global Retirement Partners
California
$2.75M +$16.5K +789 +0.6%
MAM
338
McCarthy Asset Management
California
$2.73M -$144K -6,864 -5%
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$2.72M -$24.1K -1,152 -0.9%
MG
340
Mather Group
Illinois
$2.7M +$75.6K +3,717 +3%
FMP
341
Financial Management Professionals
Texas
$2.69M -$94.2K -4,497 -3%
RW
342
RVW Wealth
California
$2.69M +$3.9K +186 +0.1%
IWM
343
IHT Wealth Management
Illinois
$2.68M -$321K -15,327 -11%
KBFS
344
Kohmann Bosshard Financial Services
Ohio
$2.64M -$660K -31,500 -20%
ZIC
345
ZWJ Investment Counsel
Georgia
$2.63M -$59.5K -2,841 -2%
S
346
Sachetta
Massachusetts
$2.59M -$64.2K -3,054 -2%
CTWM
347
Cherry Tree Wealth Management
Minnesota
$2.59M -$17.4K -831 -0.7%
LIG
348
Lokken Investment Group
Delaware
$2.59M -$24.1K -1,152 -0.9%
CA
349
CGN Advisors
Kansas
$2.58M -$75.8K -3,618 -3%
PCMC
350
Private Capital Management (Colorado)
Colorado
$2.55M -$160K -7,611 -6%