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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 %
GWM
426
Gray Wealth Management
Maine
$1.67M -$14.3K -684 -0.9%
EB
427
Exchange Bank
California
$1.63M
MML Investors Services
428
MML Investors Services
Massachusetts
$1.63M -$996K -47,499 -38%
MA
429
Modus Advisors
Minnesota
$1.63M -$9.87K -471 -0.6%
GCA
430
Gradient Capital Advisors
California
$1.63M -$19K -906 -1%
TWM
431
Thrive Wealth Management
Pennsylvania
$1.63M +$266K +12,702 +20%
FIM
432
Freedom Investment Management
Connecticut
$1.61M -$2.42M -115,314 -60%
AWM
433
Adams Wealth Management
Utah
$1.6M -$553K -26,364 -26%
CI
434
CacheTech Inc
Utah
$1.6M +$1.6M +76,488 New
SWM
435
Selective Wealth Management
Virginia
$1.6M +$4.8K +225 +0.3%
BWM
436
Blossom Wealth Management
California
$1.6M +$82.6K +3,939 +5%
Rockefeller Capital Management
437
Rockefeller Capital Management
New York
$1.6M +$432K +20,634 +37%
BCM
438
Barden Capital Management
Texas
$1.59M +$16.6K +792 +1%
AL
439
Aspiriant LLC
California
$1.56M -$2.26K -108 -0.1%
US Bancorp
440
US Bancorp
Minnesota
$1.55M +$268K +12,798 +21%
EWA
441
EP Wealth Advisors
California
$1.55M +$239K +11,409 +18%
WWP
442
Waypoint Wealth Partners
California
$1.55M
SCM
443
SOL Capital Management
Maryland
$1.55M -$39.4K -1,878 -2%
HIC
444
Holderness Investments Company
North Carolina
$1.54M +$67.2K +3,207 +5%
PCWA
445
Pacific Capital Wealth Advisors
California
$1.53M -$3.08K -147 -0.2%
WWM
446
Western Wealth Management
Colorado
$1.52M -$234K -11,157 -13%
GWM
447
Guardian Wealth Management
Illinois
$1.5M -$8.8K -420 -0.6%
NHC
448
Nicholas Hoffman & Company
Georgia
$1.49M +$17K +810 +1%
BWL
449
Bogart Wealth LLC
Virginia
$1.47M -$16.6K -792 -1%
SHWM
450
Smith & Howard Wealth Management
Georgia
$1.47M -$15.7K -750 -1%