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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 %
TFP
626
Traction Financial Partners
Wyoming
$648K +$114K +5,328 +21%
QCM
627
QRG Capital Management
Illinois
$647K +$72.8K +3,474 +13%
SCI
628
S&CO Inc
Massachusetts
$645K +$645K +30,780 New
GKWIM
629
Gerber Kawasaki Wealth & Investment Management
California
$642K +$8.36K +399 +1%
PCA
630
Prosperity Capital Advisors
Ohio
$641K -$28.7K -1,368 -4%
PL
631
Plancorp LLC
Missouri
$633K +$67.7K +3,231 +12%
JIC
632
Joel Isaacson & Co
New York
$633K
PA
633
Perennial Advisors
New York
$631K +$2.01K +96 +0.3%
HBT
634
Hills Bank & Trust
Iowa
$629K
BAM
635
Bosun Asset Management
Illinois
$629K
AWM
636
Altus Wealth Management
Kentucky
$628K +$9.93K +474 +2%
AAS
637
Annex Advisory Services
Wisconsin
$626K -$35.4K -1,689 -5%
TF
638
TLWM Financial
Texas
$623K -$16.5K -789 -3%
TCM
639
Twele Capital Management
Minnesota
$623K -$9.05K -432 -1%
SA
640
Sanctuary Advisors
Indiana
$620K +$620K +31,476 New
NSIM
641
North Star Investment Management
Illinois
$615K
WCM
642
Wealthcare Capital Management
Virginia
$609K
FNBT
643
FineMark National Bank & Trust
Florida
$609K -$86.6K -4,131 -12%
SOS
644
Silver Oak Securities
Tennessee
$608K +$41.7K +1,989 +7%
SWM
645
Spire Wealth Management
Virginia
$605K -$285K -13,611 -32%
SAI
646
Savvy Advisors Inc
New York
$592K -$1.32K -63 -0.2%
FCA
647
FinTrust Capital Advisors
South Carolina
$588K -$126 -6 -0%
ECG
648
Edge Capital Group
Georgia
$587K
BAAM
649
Baker Avenue Asset Management
California
$586K
IF
650
Ironwood Financial
Arizona
$586K -$96.9K -4,623 -14%