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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 %
KC
676
Kades & Cheifetz
Pennsylvania
$531K +$12.9K +615 +2%
AL
677
ACAS LLC
California
$531K +$4.1K +192 +0.8%
MPCL
678
My Personal CFO LLC
Washington
$527K +$125K +5,961 +31%
CWA
679
Clarity Wealth Advisors
California
$524K -$31K -1,479 -6%
FVWA
680
Foster Victor Wealth Advisors
South Carolina
$524K +$7.99K +366 +2%
HNB
681
Huntington National Bank
Ohio
$520K -$516K
JWM
682
Jeppson Wealth Management
California
$519K
SWP
683
Stratos Wealth Partners
Ohio
$517K +$60.8K +2,901 +13%
RFA
684
Rollins Financial Advisors
New York
$516K -$2.01K -96 -0.4%
HOWA
685
Heritage Oak Wealth Advisors
Florida
$512K +$512K +24,453 New
AWM
686
Apollon Wealth Management
South Carolina
$510K -$3.02K -144 -0.6%
ACA
687
Aptus Capital Advisors
Alabama
$510K +$566 +27 +0.1%
BF
688
Blankinship & Foster
California
$509K
CA
689
Crewe Advisors
Utah
$509K
OC
690
Oarsman Capital
Wisconsin
$508K +$115K +5,493 +29%
GP
691
Greenline Partners
New York
$507K -$600K -28,584 -54%
G
692
Gainplan
Michigan
$506K -$4.15K -198 -0.8%
CAL
693
Capital Analysts LLC
Pennsylvania
$505K +$31.5K +1,503 +7%
PWM
694
Paulson Wealth Management
Illinois
$503K
IF
695
IRON Financial
Illinois
$503K -$18.6K -888 -4%
CNWM
696
Clay Northam Wealth Management
California
$502K -$7.36K -351 -1%
FA
697
Faithward Advisors
Pennsylvania
$500K
CFA
698
Capstone Financial Advisors
Illinois
$497K -$6.35K -303 -1%
SWA
699
Sightline Wealth Advisors
Connecticut
$497K -$4.02K -192 -0.8%
TW
700
TritonPoint Wealth
Maryland
$496K +$4.1K +195 +0.8%