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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 %
JHCP
376
Jackson Hole Capital Partners
Oklahoma
$2.24M -$49.2K -2,346 -2%
AFP
377
Ausdal Financial Partners
Iowa
$2.23M -$16.7K -795 -0.7%
OIM
378
Opus Investment Management
Massachusetts
$2.22M
CPG
379
Cornerstone Planning Group
New Jersey
$2.19M +$2.18M +108,993 +25,406%
CAI
380
Capital Advisors Inc
Oklahoma
$2.15M -$102K -4,881 -5%
SW
381
SVB Wealth
Massachusetts
$2.14M -$40K -1,908 -2%
TSWM
382
Triangle Securities Wealth Management
North Carolina
$2.13M -$42.1K -2,007 -2%
KNFPWM
383
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.13M -$320K -15,285 -13%
WOSD
384
WFA of San Diego
California
$2.11M +$2.11M +100,902 New
EL
385
Essex LLC
Illinois
$2.11M -$14.6K -696 -0.7%
SA
386
Skyline Advisors
Washington
$2.11M
SWM
387
Segment Wealth Management
Texas
$2.09M +$1.26K +60 +0.1%
OCM
388
One Capital Management
California
$2.08M +$198K +9,459 +11%
FG
389
Foster Group
Iowa
$2.06M
WWC
390
Waypoint Wealth Counsel
Georgia
$2.05M -$79.3K -3,783 -4%
JIR
391
James Investment Research
Ohio
$2.05M +$213K +10,173 +12%
YIA
392
YHB Investment Advisors
Connecticut
$2.04M -$30.7K -1,467 -1%
AMG
393
Asset Management Group
Connecticut
$2.04M +$22.2K +1,059 +1%
PS
394
Planned Solutions
California
$2.04M +$67.3K +3,213 +3%
PA
395
Pinnacle Associates
New York
$2.03M -$111K -5,313 -5%
SAG
396
SageView Advisory Group
California
$2.01M +$2.01M +96,117 New
FFA
397
Farther Finance Advisors
California
$2M +$742K +35,346 +59%
MWM
398
Modera Wealth Management
New Jersey
$1.99M -$1.26K -60 -0.1%
VCAM
399
Van Cleef Asset Management
Ohio
$1.99M
SAMC
400
Spectrum Asset Management (California)
California
$1.97M -$387K -18,408 -16%