SCHB icon

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 %
ECM
526
Exchange Capital Management
Michigan
$1.02M -$9.12K -435 -0.9%
FWA
527
FSM Wealth Advisors
Ohio
$1.02M
JF
528
Joule Financial
Kentucky
$999K -$14.8K -705 -1%
SGCA
529
Steel Grove Capital Advisors
Tennessee
$999K
WMWM
530
Whitaker-Myers Wealth Managers
Ohio
$995K
Natixis Advisors
531
Natixis Advisors
Massachusetts
$989K +$352K +16,806 +55%
ML
532
McAdam LLC
Pennsylvania
$984K -$61.2K -2,922 -6%
MWM
533
Mission Wealth Management
California
$984K -$12M -571,785 -92%
ECG
534
EPIQ Capital Group
California
$982K
SA
535
SpiderRock Advisors
Delaware
$973K
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$971K
MFG
537
Midwest Financial Group
Kansas
$962K
MS
538
Madden Securities
Texas
$958K -$251 -12 -0%
TW
539
Traveka Wealth
California
$939K
FCH
540
Freestone Capital Holdings
Washington
$926K -$16.7K -798 -2%
WC
541
Waterloo Capital
Texas
$924K -$9.93K -474 -1%
KFP
542
KMG Fiduciary Partners
Ohio
$918K
MAC
543
Mason & Associates (California)
California
$916K
IAP
544
Indie Asset Partners
Indiana
$911K
FFO
545
Fiduciary Family Office
Florida
$899K
CCM
546
Colorado Capital Management
Colorado
$897K
CI
547
CX Institutional
Indiana
$897K +$31.4K +1,500 +4%
SAF
548
Smith Anglin Financial
Texas
$895K
LP
549
LGL Partners
Pennsylvania
$891K +$63 +3 +0%
CAL
550
Capital Advisors Ltd
Ohio
$885K