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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 %
NP
776
NorthRock Partners
Minnesota
$367K -$116K -5,526 -24%
BWA
777
Burt Wealth Advisors
Maryland
$367K -$15.5K -741 -4%
FRA
778
Front Row Advisors
California
$362K +$1.07K +51 +0.3%
BWP
779
Baldwin Wealth Partners
Massachusetts
$359K +$12.6K +600 +4%
PO
780
Private Ocean
California
$356K -$8.05K -384 -2%
AMM
781
American Money Management
California
$355K
JC
782
Jacobs & Co
California
$355K +$4.09K +195 +1%
GLA
783
Good Life Advisors
Pennsylvania
$353K
KA
784
Klingman & Associates
New York
$353K
YAL
785
Your Advocates Ltd
Texas
$349K
LWM
786
Liberty Wealth Management
California
$348K +$322K +191,640 +1,214%
MPW
787
Monterey Private Wealth
California
$347K -$111K -5,283 -24%
MIM
788
Moseley Investment Management
Florida
$345K
SW
789
Simplicity Wealth
New Jersey
$345K -$148K -7,044 -30%
CB
790
Commerce Bank
Missouri
$345K +$345K +16,443 New
AA
791
AlphaQ Advisors
Florida
$342K +$754 +36 +0.2%
WCM
792
WealthBridge Capital Management
Ohio
$338K
P
793
&Partners
Tennessee
$338K +$338K +16,125 New
AAS
794
Ameritas Advisory Services
Nebraska
$335K -$40K -1,911 -11%
BFA
795
Bill Few Associates
Pennsylvania
$335K
SEM
796
Strategic Equity Management
Arizona
$334K -$83.7K -3,993 -20%
CNBT
797
Canandaigua National Bank & Trust
New York
$333K +$333K +15,900 New
TCWM
798
Total Clarity Wealth Management
Illinois
$333K -$10.9K -519 -3%
PP
799
PDS Planning
Ohio
$333K
AWM
800
Abound Wealth Management
Tennessee
$332K -$4.46K -213 -1%