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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 %
CWM
451
Cahill Wealth Management
Michigan
$1.46M +$361K +16,881 +33%
SAM
452
S.A. Mason
Michigan
$1.46M +$3.84K +183 +0.3%
SRCM
453
Signature Resources Capital Management
California
$1.46M -$69.9K -3,336 -5%
MAG
454
Mayfair Advisory Group
Alabama
$1.45M +$327K +15,129 +29%
MPM
455
Meritage Portfolio Management
Kansas
$1.45M +$177K +8,457 +14%
AAS
456
Avantax Advisory Services
Texas
$1.45M +$727K +34,692 +101%
NDSI
457
Newman Dignan & Sheerar Inc
Rhode Island
$1.42M +$125K +5,958 +10%
RWM
458
Ritholtz Wealth Management
New York
$1.42M +$3.14K +150 +0.2%
FWM
459
Fonville Wealth Management
Virginia
$1.42M -$22.4K -1,065 -2%
APP
460
Avantax Planning Partners
Iowa
$1.39M -$337K -16,062 -19%
PIM
461
Penobscot Investment Management
Massachusetts
$1.37M
SCA
462
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M -$10.7K -510 -0.8%
AWA
463
Acorn Wealth Advisors
Michigan
$1.36M -$375K -17,904 -22%
Tudor Investment Corp
464
Tudor Investment Corp
Connecticut
$1.36M +$1.36M +64,878 New
EPM
465
Elm Partners Management
Pennsylvania
$1.36M -$63 -3 -0%
IAN
466
Integrated Advisors Network
Texas
$1.36M +$7.42K +354 +0.5%
BWM
467
BNC Wealth Management
Oregon
$1.34M -$118K -5,628 -8%
PIP
468
Peachtree Investment Partners
Florida
$1.33M -$68.3K -3,261 -5%
KWM
469
Keebeck Wealth Management
Illinois
$1.3M -$6.88K -327 -0.5%
DI
470
Disciplined Investments
Oklahoma
$1.3M
KPWS
471
Kestra Private Wealth Services
Texas
$1.28M +$28.2K +1,344 +2%
NCM
472
Northwest Capital Management
Oregon
$1.27M -$284K -13,554 -18%
BDWCC
473
B&D White Capital Company
Texas
$1.27M +$22.1K +1,053 +2%
WA
474
Wealth Architects
California
$1.26M
EGWAG
475
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M +$48.9K +2,334 +4%