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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 %
BIG
651
Builder Investment Group
Georgia
$586K +$11.7K +558 +2%
RCAG
652
Rehmann Capital Advisory Group
Michigan
$582K
SIG
653
Stonegate Investment Group
Alabama
$577K -$34.1K -1,626 -6%
AWM
654
Axxcess Wealth Management
California
$575K
WFA
655
West Financial Advisors
Iowa
$569K +$12.6K +600 +2%
BTWM
656
Baker Tilly Wealth Management
Wisconsin
$565K
AWA
657
Aquire Wealth Advisors
Utah
$565K
AA
658
AF Advisors
California
$565K -$13K -618 -2%
WCM
659
Washburn Capital Management
Florida
$561K -$72.1K -3,441 -11%
WHCI
660
W.H. Cornerstone Investments
Massachusetts
$561K -$17K -810 -3%
HF
661
HRT Financial
New York
$561K +$561K +26,784 New
GI
662
GS Investments
Minnesota
$558K -$6.29K -300 -1%
WAM
663
Weatherly Asset Management
California
$555K
H
664
HoyleCohen
California
$554K -$48K -2,289 -8%
HA
665
Hanover Advisors
South Carolina
$550K -$8.17K -390 -1%
ACP
666
Aviance Capital Partners
Florida
$547K
PFS
667
Prospera Financial Services
Texas
$545K -$23.3K -1,110 -4%
OFP
668
OLIO Financial Planning
Virginia
$545K -$6.93K -372 -1%
BlackRock
669
BlackRock
New York
$541K +$629 +30 +0.1%
SWM
670
Shakespeare Wealth Management
Wisconsin
$539K +$539K +25,710 New
ACM
671
Armbruster Capital Management
New York
$537K -$5.72K -273 -1%
CAAM
672
Cornerstone Advisors Asset Management
Pennsylvania
$536K
GC
673
Gilbert & Cook
Iowa
$536K -$40.9K -1,950 -7%
UW
674
Unique Wealth
Florida
$536K -$15.3K -729 -3%
PWMAG
675
Pinnacle Wealth Management Advisory Group
New Jersey
$534K +$3.77K +180 +0.7%