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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 %
Qube Research & Technologies (QRT)
726
Qube Research & Technologies (QRT)
United Kingdom
$451K +$363K +17,328 +414%
CFB
727
Cullen/Frost Bankers
Texas
$450K
BL
728
Balentine LLC
Georgia
$445K
PIWA
729
Prevail Innovative Wealth Advisors
Kansas
$444K +$444K +21,177 New
SSI
730
Scott & Selber Inc
Texas
$443K
SRWM
731
Shira Ridge Wealth Management
California
$442K
KFP
732
Keener Financial Planning
Texas
$440K
LWM
733
Lakeridge Wealth Management
Ohio
$435K -$35.6K -1,701 -8%
WCFA
734
Walkner Condon Financial Advisors
Wisconsin
$434K
AFG
735
ABLE Financial Group
Arizona
$432K
FTUS
736
Flow Traders U.S.
New York
$431K +$431K +20,583 New
SXL
737
Summit X LLC
Missouri
$431K +$212K +9,930 +97%
GC
738
Garde Capital
Washington
$427K -$3.77K -180 -0.9%
SFG
739
Sage Financial Group
Pennsylvania
$425K +$78.8K +3,762 +23%
AAMC
740
Asset Allocation & Management Company
Illinois
$425K
S4W
741
Solutions 4 Wealth
Texas
$421K -$13.2K -630 -3%
RCWM
742
Royal Capital Wealth Management
Indiana
$419K
WS
743
Wedbush Securities
California
$418K -$17.1K -816 -4%
MFC
744
Morris Financial Concepts
South Carolina
$416K -$1.89K -90 -0.5%
TIM
745
Total Investment Management
Arizona
$413K -$81.7K -3,900 -17%
B
746
BetterWealth
California
$413K -$37.5K -1,788 -8%
FFM
747
Forum Financial Management
Illinois
$412K +$44.1K +2,106 +12%
SF
748
Summit Financial
New Jersey
$409K +$409K +19,458 New
ECM
749
Evergreen Capital Management
Washington
$406K -$14.6K -696 -3%
VPIM
750
Vanguard Personalized Indexing Management
California
$400K -$182 -9 -0%