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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 %
MCM
551
Mengis Capital Management
Oregon
$885K -$1.07K -51 -0.1%
Vanguard Group
552
Vanguard Group
Pennsylvania
$877K +$55.8K +2,661 +7%
RFP
553
Root Financial Partners
California
$875K +$875K +41,733 New
SQA
554
Simon Quick Advisors
New Jersey
$870K -$62.9K -3,000 -7%
BC
555
Barrett & Company
Rhode Island
$866K
PRWA
556
Platte River Wealth Advisors
Colorado
$860K -$2.01K -96 -0.2%
MWA
557
Muirfield Wealth Advisors
North Carolina
$859K -$17.4K -828 -2%
VCM
558
Virtue Capital Management
Tennessee
$856K -$86.2K -4,017 -9%
NCMW
559
Northern Capital Management (Washington)
Washington
$853K +$3.08K +147 +0.4%
EFS
560
Econ Financial Services
Pennsylvania
$838K +$24.9K +1,188 +3%
WIM
561
Waycross Investment Management
Washington
$836K -$15.8K -756 -2%
MWM
562
Merriman Wealth Management
Washington
$836K +$33.5K +1,596 +4%
BFS
563
Burkett Financial Services
South Carolina
$836K +$137K +6,534 +20%
QPWM
564
Quadrant Private Wealth Management
Pennsylvania
$833K +$833K +39,636 New
PPWP
565
Premier Path Wealth Partners
New Jersey
$831K +$831K +39,642 New
CIC
566
Carnegie Investment Counsel
Ohio
$830K +$31.1K +1,485 +4%
FF
567
Farrow Financial
Vermont
$829K
LSIA
568
LaSalle St. Investment Advisors
Illinois
$826K
JWM
569
Janiczek Wealth Management
Colorado
$818K +$4.73K +225 +0.6%
MIA
570
MainStreet Investment Advisors
Illinois
$817K -$23.6K -1,125 -3%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$817K -$23.6K -1,125 -3%
BCM
572
Bowie Capital Management
Texas
$817K
TF
573
Tompkins Financial
New York
$817K +$680K +32,460 +497%
DSAM
574
Dock Street Asset Management
Florida
$814K -$3.21K -153 -0.4%
AWM
575
AE Wealth Management
Kansas
$812K +$94.8K +4,524 +13%