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Schwab US Broad Market ETF

1,093 hedge funds and large institutions have $10.2B invested in Schwab US Broad Market ETF in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 450 increasing their positions, 389 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.81%
Holding in Top 10
131
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.76%
% of All Funds
1.89%
New
71
Increased
450
Reduced
389
Closed
40
Calls
$32.6M
Puts
$19.7M
Net Calls
+$12.9M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
826
Versant Capital Management
Arizona
$309K -$11.6K -525 -4%
Natixis Advisors
827
Natixis Advisors
Massachusetts
$308K -$40.4K -5,472 -12%
SW
828
Simplicity Wealth
New Jersey
$308K -$57.1K -2,577 -16%
CCB
829
Cutter & Co Brokerage
Missouri
$307K +$16.8K +756 +6%
CFA
830
Cahill Financial Advisors
Minnesota
$307K +$1.4K +63 +0.5%
NW
831
NewEdge Wealth
Pennsylvania
$302K -$438K -19,776 -59%
LWM
832
Liberty Wealth Management
California
$302K -$4.3M -193,827 -93%
ACM
833
Advisors Capital Management
New Jersey
$301K
PRI
834
Prepared Retirement Institute
Pennsylvania
$300K +$1.93K +87 +0.6%
RA
835
Ruggaard & Associates
Ohio
$298K
HWA
836
Heartwood Wealth Advisors
Virginia
$296K -$45.3K -2,043 -13%
CAM
837
Councilmark Asset Management
Tennessee
$295K
CIP
838
Capital Insight Partners
Arizona
$293K
FBB
839
Fulton Breakefield Broenniman
Maryland
$293K +$532 +24 +0.2%
PK
840
Pflug Koory
Nebraska
$292K +$292K +13,176 New
SG
841
Somerset Group
Minnesota
$292K +$3.79K +171 +1%
OC
842
Oppenheimer & Co
New York
$291K +$291K +13,107 New
NPI
843
New Perspectives Inc
Mississippi
$290K
SSB
844
Sandy Spring Bank
Maryland
$290K -$119K -5,388 -29%
EFG
845
Ehrlich Financial Group
California
$290K
AFP
846
Alpha Financial Partners
Kentucky
$290K +$290K +13,074 New
PFP
847
Pinnacle Financial Partners
Tennessee
$289K
LF
848
LifeSteps Financial
California
$289K +$1.46K +66 +0.5%
CAS
849
Coppell Advisory Solutions
Texas
$288K
MIA
850
MainStreet Investment Advisors
Illinois
$288K