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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 %
LOIP
801
Live Oak Investment Partners
Texas
$332K
BFG
802
Berger Financial Group
Minnesota
$330K -$21.4K -1,020 -6%
FSWA
803
Financial Synergies Wealth Advisors
Texas
$330K
PSCM
804
Per Stirling Capital Management
Texas
$329K +$45.3K +2,160 +16%
PIA
805
Pinion Investment Advisors
Kansas
$328K -$106K -5,052 -24%
VFA
806
Valeo Financial Advisors
Indiana
$327K +$30.7K +1,467 +10%
BC
807
Brio Consultants
California
$326K -$23.8K -1,134 -7%
ZRP
808
Zynergy Retirement Planning
New Jersey
$326K +$326K +15,552 New
ONSWM
809
Old North State Wealth Management
North Carolina
$325K +$1.01K +48 +0.3%
HWA
810
Heartwood Wealth Advisors
Virginia
$322K +$322K +15,384 New
WTC
811
WhitTier Trust Company
Nevada
$322K
CCM
812
Coldstream Capital Management
Washington
$322K -$10.9K -522 -3%
FCIM
813
Fairview Capital Investment Management
California
$321K -$629 -30 -0.2%
TCM
814
Traynor Capital Management
Pennsylvania
$317K +$317K +15,144 New
BFM
815
Broadview Financial Management
Wisconsin
$315K
CANC
816
Culbertson A N & Co
Virginia
$314K
AFA
817
American Financial Advisors
Georgia
$314K -$14.2K -678 -4%
IFA
818
Index Fund Advisors
California
$313K +$20.6K +981 +7%
AWM
819
Able Wealth Management
New Jersey
$313K
UB
820
UMB Bank
Missouri
$308K
TP
821
Tranquility Partners
Tennessee
$308K
PB
822
Pinnacle Bancorp
Nebraska
$306K -$87.1K -4,155 -22%
WT
823
Whittier Trust
California
$305K +$217K +10,347 +247%
VCM
824
Versant Capital Management
Arizona
$303K
AWA
825
Arkadios Wealth Advisors
Georgia
$301K +$301K +14,346 New