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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 %
GA
476
Gateway Advisory
New Jersey
$1.24M -$3.84K -183 -0.3%
KeyBank National Association
477
KeyBank National Association
Ohio
$1.23M
B
478
Bailard
California
$1.23M -$74.3K -3,546 -6%
CRC
479
Curi RMB Capital
Illinois
$1.23M
CA
480
Continuum Advisory
Idaho
$1.23M +$37.5K +1,788 +3%
EM
481
ELCO Management
New York
$1.23M +$308K +14,700 +33%
WCF
482
West Coast Financial
California
$1.22M
KWA
483
Kingswood Wealth Advisors
California
$1.22M -$37.3K -1,782 -3%
EFM
484
Eley Financial Management
Vermont
$1.22M -$54.1K -2,580 -4%
BIA
485
Bell Investment Advisors
California
$1.21M +$29.5K +1,407 +2%
EWM
486
Evermay Wealth Management
Virginia
$1.21M -$2.59K -123 -0.2%
SAM
487
Smithbridge Asset Management
Pennsylvania
$1.21M -$2.45K -117 -0.2%
CNFG
488
Creegan & Nassoura Financial Group
New Hampshire
$1.2M
SCM
489
Seascape Capital Management
New Hampshire
$1.19M -$21.6K -1,032 -2%
SCP
490
Shorepoint Capital Partners
Massachusetts
$1.18M -$45.1K -2,154 -4%
VWA
491
VERITY Wealth Advisors
United States
$1.18M
DWM
492
Diversify Wealth Management
Utah
$1.17M +$1.17M +58,674 New
BBA
493
BLB&B Advisors
Pennsylvania
$1.16M -$160K -7,620 -12%
CTA
494
Chesley Taft & Associates
Illinois
$1.15M -$12.6K -600 -1%
MFA
495
Morling Financial Advisors
California
$1.15M -$227K -10,854 -16%
UWPG
496
Ullmann Wealth Partners Group
Florida
$1.15M
Baird Financial Group
497
Baird Financial Group
Wisconsin
$1.15M +$22K +1,050 +2%
BCI
498
Brinker Capital Investments
Pennsylvania
$1.15M +$507K +24,180 +79%
OPS
499
Orion Portfolio Solutions
Nebraska
$1.15M +$507K +24,180 +79%
LFG
500
Larson Financial Group
Missouri
$1.14M +$843K +40,248 +281%