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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 %
SAM
701
Summit Asset Management
Tennessee
$491K +$15.2K +723 +3%
CFO
702
Custos Family Office
Texas
$491K -$4.53K -216 -0.9%
MFA
703
Mayflower Financial Advisors
Massachusetts
$491K
BP
704
Broadleaf Partners
Ohio
$491K +$14.3K +681 +3%
NS
705
NBC Securities
Alabama
$488K -$12.6K -600 -3%
AWA
706
Alaska Wealth Advisors
Alaska
$488K -$14.8K -705 -3%
PWA
707
Physician Wealth Advisors
Utah
$485K
BWA
708
Bordeaux Wealth Advisors
California
$484K +$152K +7,236 +46%
WA
709
Waterford Advisors
New York
$481K
RPA
710
Rock Point Advisors
Vermont
$479K -$10.1K -480 -2%
SWM
711
Sterling Wealth Management
Illinois
$478K
HFS
712
Heritage Financial Services
Massachusetts
$472K +$27.8K +1,326 +6%
WIA
713
World Investment Advisors
California
$472K
ESB
714
Essex Savings Bank
Connecticut
$471K -$4.02K -192 -0.8%
NFW
715
Noble Family Wealth
Florida
$469K -$8.36K -399 -2%
PCI
716
Planning Center Inc
Illinois
$463K
BFM
717
Boston Financial Management
Massachusetts
$459K
AMIM
718
Aull & Monroe Investment Management
Alabama
$459K
ATC
719
Argent Trust Co
Tennessee
$457K
NW
720
Naviter Wealth
Arkansas
$456K +$456K +21,696 New
PF
721
Penney Financial
Texas
$456K -$3.77K -180 -0.8%
GC
722
Gratus Capital
Georgia
$456K -$159K -7,566 -26%
RWP
723
Revolve Wealth Partners
New Jersey
$455K -$63 -3 -0%
JWCA
724
J.W. Cole Advisors
Florida
$453K -$28.7K -1,368 -6%
SFG
725
Sovereign Financial Group
Connecticut
$451K +$1.13K +54 +0.3%