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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 %
CFG
576
Citizens Financial Group
Rhode Island
$809K +$14.3K +681 +2%
MA
577
Marquette Associates
Illinois
$808K
PFC
578
Phocas Financial Corp
California
$806K +$368K +17,577 +84%
HS
579
Horan Securities
United States
$803K +$172K +8,193 +27%
FAIM
580
Financial Advocates Investment Management
Washington
$791K -$53.5K -2,553 -6%
CWM
581
Congress Wealth Management
Massachusetts
$788K +$788K +37,611 New
LWMT
582
Legacy Wealth Management (Tennessee)
Tennessee
$784K -$121K -5,760 -13%
SPFA
583
Summit Place Financial Advisors
New Jersey
$779K -$22.6K -1,080 -3%
MCCP
584
Mission Creek Capital Partners
California
$776K -$409K -19,521 -35%
RWRC
585
R.W. Roge & Company
New York
$773K
LNWWM
586
Laird Norton Wetherby Wealth Management
California
$772K -$32.1K -1,530 -4%
PAS
587
Park Avenue Securities
New York
$763K -$23.5K -1,122 -3%
Citigroup
588
Citigroup
New York
$762K +$487K +23,253 +177%
TAM
589
Townsend Asset Management
North Carolina
$755K
CPL
590
CAP Partners LLC
Tennessee
$754K -$125K -5,985 -14%
BA
591
Bridgewater Advisors
New York
$753K -$1.14M -54,459 -60%
BFC
592
Bedel Financial Consulting
Indiana
$745K
WA
593
Wealthstream Advisors
New York
$742K +$21.3K +1,017 +3%
ODIJL
594
One Day In July LLC
Vermont
$738K
GC
595
Grimes & Company
Massachusetts
$738K -$63 -3 -0%
CAM
596
Clark Asset Management
New Hampshire
$730K +$730K +34,854 New
HI
597
Hudock Inc
Pennsylvania
$726K +$2.52K +120 +0.3%
MA
598
MCF Advisors
Kentucky
$725K
CWA
599
Consilium Wealth Advisory
Texas
$722K
Jane Street
600
Jane Street
New York
$720K -$3.74M -178,641 -84%