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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 %
GT
501
Glenmede Trust
Pennsylvania
$1.14M
CA
502
Callahan Advisors
Texas
$1.14M +$97.8K +4,668 +9%
CPA
503
Capital Performance Advisors
California
$1.14M +$192K +9,180 +20%
FWI
504
Facet Wealth Inc
Maryland
$1.13M +$193K +9,174 +21%
FWP
505
Firethorn Wealth Partners
Georgia
$1.12M -$5.03K -240 -0.4%
SSWM
506
Smith Salley Wealth Management
North Carolina
$1.12M +$251 +12 +0%
DADC
507
D.A. Davidson & Co
Montana
$1.11M
GSAM
508
Grant Street Asset Management
Pennsylvania
$1.11M +$24.7K +1,179 +2%
OPWM
509
Oakwell Private Wealth Management
Texas
$1.11M
GT
510
Greenleaf Trust
Michigan
$1.1M
MTIC
511
Missouri Trust & Investment Company
Missouri
$1.1M -$59.7K -2,850 -5%
SGWM
512
Sterling Group Wealth Management
California
$1.1M +$1.1M +52,365 New
BAM
513
Belpointe Asset Management
Nevada
$1.08M +$330K +15,723 +44%
MMA
514
Miracle Mile Advisors
California
$1.08M -$98.8K -4,713 -8%
CCM
515
Chilton Capital Management
Texas
$1.08M -$112K -5,337 -9%
RWP
516
Reliant Wealth Planning
Kentucky
$1.07M +$501K +23,889 +88%
TPWM
517
Twelve Points Wealth Management
Massachusetts
$1.07M -$63 -3 -0%
GJIA
518
Glass Jacobson Investment Advisors
Maryland
$1.07M +$22.6K +1,077 +2%
GWA
519
GGM Wealth Advisors
Maryland
$1.06M -$57.1K -2,718 -5%
STA
520
Summit Trail Advisors
New York
$1.05M
PWS
521
Physician Wealth Solutions
Nevada
$1.05M -$35.9K -1,713 -3%
DI
522
Diligent Investors
California
$1.04M -$50.4K -2,406 -5%
DOA
523
D'Orazio & Associates
Virginia
$1.04M +$943 +45 +0.1%
HIP
524
HUB Investment Partners
Texas
$1.03M
AWE
525
Avidian Wealth Enterprises
Texas
$1.03M +$9.93K +474 +1%