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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 %
LAIC
751
Lederer & Associates Investment Counsel
California
$398K
BDF
752
Black Diamond Financial
Maryland
$395K +$32.4K +1,545 +9%
TIA
753
Tiemann Investment Advisors
California
$391K
EHC
754
Everett Harris & Co
California
$388K +$102K +4,860 +36%
SSB
755
Sandy Spring Bank
Maryland
$387K +$218K +10,398 +129%
RPSA
756
Richard P. Slaughter Associates
Texas
$387K -$4.78K -228 -1%
TCM
757
Telos Capital Management
California
$383K +$383K +18,258 New
HCP
758
Hardin Capital Partners
South Carolina
$383K +$383K +18,258 New
AIM
759
Anchor Investment Management
South Carolina
$382K -$154K -7,365 -29%
HR
760
Hardy Reed
Mississippi
$381K -$104K -4,971 -21%
VIA
761
Vickerman Investment Advisors
Washington
$381K
RFC
762
Regions Financial Corp
Alabama
$378K
PSF
763
Pacific Sun Financial
California
$377K
UAS
764
United Asset Strategies
New York
$377K
SHA
765
Seneca House Advisors
Virginia
$377K -$7.48K -357 -2%
AP
766
Appleton Partners
Massachusetts
$377K -$21.3K -1,017 -5%
CIA
767
Capital Investment Advisors
Georgia
$376K +$133K +6,369 +55%
SPWM
768
Schrum Private Wealth Management
Florida
$374K
BL
769
BCWM LLC
Kansas
$374K
HWP
770
Heritage Wealth Partners
Ohio
$371K +$371K +17,727 New
AFA
771
AA Financial Advisors
Ohio
$371K +$32.8K +1,563 +10%
SCM
772
Schnieders Capital Management
California
$370K
SFP
773
Shepherd Financial Partners
Massachusetts
$370K -$1.64K -78 -0.4%
AC
774
Apella Capital
Connecticut
$369K +$56.1K +2,628 +18%
SRC
775
Sage Rhino Capital
California
$369K +$7.04K +336 +2%