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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 %
SIC
351
Sigma Investment Counselors
Michigan
$2.55M +$68K +3,243 +3%
SIC
352
Salem Investment Counselors
North Carolina
$2.55M -$102K -4,845 -4%
TC
353
TAP Consulting
Missouri
$2.53M +$98.9K +4,719 +4%
FWP
354
FAS Wealth Partners
Kansas
$2.51M +$5.78K +276 +0.2%
EWP
355
Elevation Wealth Partners
California
$2.5M -$393K -18,777 -14%
DCM
356
Donaldson Capital Management
Indiana
$2.5M +$170K +8,115 +7%
FC
357
Financial Consulate
Maryland
$2.5M -$167K -7,950 -6%
SMC
358
Smith, Moore & Co
Missouri
$2.49M -$19.8K -945 -0.8%
EFP
359
Elser Financial Planning
Indiana
$2.47M +$2.47M +117,681 New
CAM
360
Carret Asset Management
New York
$2.43M +$24.4K +1,164 +1%
RTL
361
Red Tortoise LLC
Georgia
$2.42M -$121K -5,796 -5%
MAV
362
Mason & Associates (Virginia)
Virginia
$2.4M +$2.4M +114,675 New
NRI
363
NFP Retirement Inc
California
$2.38M +$32.8K +1,563 +1%
RWP
364
RWA Wealth Partners
Massachusetts
$2.35M -$107K -5,100 -4%
FG
365
Fiduciary Group
Georgia
$2.32M -$25.5K -1,215 -1%
LCC
366
Lincoln Capital Corp
Rhode Island
$2.31M +$13.7K +654 +0.6%
LSAG
367
Lake Street Advisors Group
New Hampshire
$2.31M
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$2.31M +$1M +47,808 +77%
GWWM
369
Great Waters Wealth Management
Minnesota
$2.3M -$69.7K -3,327 -3%
TIAA Trust, National Association
370
TIAA Trust, National Association
North Carolina
$2.29M +$109K +5,184 +5%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$2.28M +$1.15K +54 +0.1%
VAF
372
Values Added Financial
District of Columbia
$2.28M -$5.34K -255 -0.2%
AIM
373
AMI Investment Management
Indiana
$2.26M -$56.5K -2,694 -2%
WPA
374
West Paces Advisors
Georgia
$2.26M -$47.2K -2,250 -2%
BIA
375
Bigelow Investment Advisors
Maine
$2.25M -$3.21K -153 -0.1%