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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 %
DT
601
Diversified Trust
Tennessee
$719K -$9.18K -438 -1%
Bank of Montreal
602
Bank of Montreal
Ontario, Canada
$715K +$268K +12,669 +60%
FA
603
FF Advisors
California
$715K +$27K +1,290 +4%
QC
604
Quadrature Capital
United Kingdom
$710K -$242K -11,541 -25%
WP
605
Westmount Partners
California
$709K +$7.87K +375 +1%
DWM
606
Dakota Wealth Management
Florida
$707K -$223K -10,629 -24%
SWM
607
Stockman Wealth Management
Montana
$705K -$144K -6,849 -17%
Renaissance Technologies
608
Renaissance Technologies
New York
$704K +$704K +33,600 New
Charles Schwab
609
Charles Schwab
California
$702K +$702K +33,510 New
NW
610
NewEdge Wealth
Pennsylvania
$700K -$65.2K -3,111 -9%
EAM
611
Evanson Asset Management
California
$697K
AWA
612
Aletheian Wealth Advisors
Washington
$697K -$18.5K -885 -3%
SEIA
613
Signature Estate & Investment Advisors
California
$693K +$693K +33,075 New
DAS
614
Dynamic Advisor Solutions
Arizona
$690K +$84K +4,008 +14%
MWA
615
Monograph Wealth Advisors
California
$680K
AF
616
Advisornet Financial
Minnesota
$678K
PAMG
617
Patton Albertson Miller Group
Tennessee
$671K -$15.4K -735 -2%
TC
618
TownSquare Capital
Utah
$668K -$11K -525 -2%
IIC
619
Ironwood Investment Counsel
Arizona
$667K -$20K -954 -3%
HIS
620
Horizon Investment Services
Indiana
$665K +$105K +5,013 +19%
IC
621
IEQ Capital
California
$665K +$228K +10,866 +52%
FEM
622
Fulcrum Equity Management
Texas
$662K +$214K +10,230 +48%
FM
623
Foster & Motley
Ohio
$654K +$6.28K +300 +1%
APG
624
Abacus Planning Group
South Carolina
$651K -$15.5K -738 -2%
DP
625
Denver PWM
Colorado
$651K -$74.3K -3,546 -10%