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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 %
BCM
401
Brookstone Capital Management
Illinois
$1.97M -$1.17M -54,285 -37%
EWM
402
Empirical Wealth Management
Washington
$1.93M -$156K -7,452 -7%
PFA
403
Pure Financial Advisors
California
$1.93M -$2.89K -138 -0.1%
GG
404
Gleason Group
Kentucky
$1.92M +$30.8K +1,470 +2%
TIA
405
Traphagen Investment Advisors
New Jersey
$1.91M -$13K -618 -0.7%
AA
406
Advisory Alpha
Michigan
$1.89M -$155K -7,395 -8%
GWA
407
Geometric Wealth Advisors
District of Columbia
$1.88M +$99.3K +4,740 +6%
PNC Financial Services Group
408
PNC Financial Services Group
Pennsylvania
$1.88M -$254K -12,102 -12%
WCM
409
Weik Capital Management
Pennsylvania
$1.85M +$67.6K +3,225 +4%
TYCC
410
Texas Yale Capital Corp
Florida
$1.85M
Bank of New York Mellon
411
Bank of New York Mellon
New York
$1.83M +$131K +6,255 +8%
OA
412
Operose Advisors
Wisconsin
$1.82M
MSG
413
Main Street Group
Virginia
$1.81M -$90.2K -4,296 -5%
CSI
414
Cross Staff Investments
New York
$1.81M +$350K +16,722 +24%
ATI
415
ARK & TLK Investments
Oklahoma
$1.8M
HR
416
Howe & Rusling
New York
$1.77M -$36.6K -1,746 -2%
HI
417
Hendershot Investments
Virginia
$1.77M +$1.38K +66 +0.1%
AA
418
Axiom Advisory
California
$1.76M +$1.76M +86,826 New
BWP
419
BSW Wealth Partners
Colorado
$1.74M -$149K -7,131 -8%
AA
420
Ancora Advisors
Ohio
$1.74M +$1.82K +87 +0.1%
TWM
421
Tolleson Wealth Management
Texas
$1.74M
MOS
422
MGO One Seven
Ohio
$1.74M -$177K -8,454 -9%
RPWA
423
Regent Peak Wealth Advisors
Georgia
$1.73M -$22.6K -1,080 -1%
ASN
424
Advisory Services Network
Georgia
$1.72M -$59.9K -2,859 -3%
FNBOMD
425
First National Bank of Mount Dora
Florida
$1.72M