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Schwab US Broad Market ETF

1,075 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, 341 increasing their positions, 402 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
15.64%
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
341
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 %
CWM
826
Connecticut Wealth Management
Connecticut
$300K +$19.7K +939 +7%
AWC
827
Adamsbrown Wealth Consultants
Kansas
$298K
IFS
828
Ifrah Financial Services
Arkansas
$297K -$78K -3,720 -21%
WAM
829
Worth Asset Management
Texas
$296K -$199K -9,516 -40%
SSA
830
Sierra Summit Advisors
Nevada
$295K -$72.3K -3,450 -20%
GLLW
831
Graves Light Lenhart Wealth
Virginia
$293K
GFP
832
Gryphon Financial Partners
Ohio
$293K +$293K +13,959 New
FFA
833
Fragasso Financial Advisors
Pennsylvania
$291K
SFC
834
Strategic Financial Concepts
Texas
$291K +$286K +13,865,811 +6,212%
Comerica Bank
835
Comerica Bank
Texas
$290K -$34.6K -1,653 -11%
JPWM
836
Jamison Private Wealth Management
Georgia
$289K -$2.52K -120 -0.9%
CFA
837
Cahill Financial Advisors
Minnesota
$289K
CWA
838
Carolina Wealth Advisors
South Carolina
$288K -$11.9K -570 -4%
GGV
839
GG Group Ventures
Florida
$287K +$287K +13,710 New
ACM
840
Advisors Capital Management
New Jersey
$284K
RA
841
Ruggaard & Associates
Ohio
$282K
PRI
842
Prepared Retirement Institute
Pennsylvania
$282K
CA
843
Clearstead Advisors
Ohio
$279K +$1.51K +72 +0.5%
CAM
844
Councilmark Asset Management
Tennessee
$279K
CIP
845
Capital Insight Partners
Arizona
$277K
FBB
846
Fulton Breakefield Broenniman
Maryland
$276K +$17.8K +849 +7%
CCB
847
Cutter & Co Brokerage
Missouri
$275K +$6.29K +300 +2%
NPI
848
New Perspectives Inc
Mississippi
$274K
EFG
849
Ehrlich Financial Group
California
$274K +$9.43K +450 +4%
CAS
850
Coppell Advisory Solutions
Texas
$274K +$274K +13,059 New