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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 %
SG
851
Somerset Group
Minnesota
$272K +$4.65K +222 +2%
LF
852
LifeSteps Financial
California
$271K +$8.49K +405 +3%
BAWC
853
Boyce & Associates Wealth Consulting
Texas
$270K -$24.1K -1,152 -8%
MA
854
MONECO Advisors
Connecticut
$268K
BW
855
BIP Wealth
Georgia
$267K -$5.41K -258 -2%
ANB
856
Amarillo National Bank
Texas
$267K
PFP
857
Pinnacle Financial Partners
Tennessee
$266K
HPA
858
High Probability Advisors
New York
$265K
CIA
859
Choate Investment Advisors
Massachusetts
$265K
AIM
860
Aurora Investment Managers
Florida
$263K
CE
861
Cornerstone Enterprises
Wisconsin
$260K
GD
862
Grandfield & Dodd
New York
$260K +$880 +42 +0.3%
PP
863
Patten & Patten
Tennessee
$260K
WPIC
864
White Pine Investment Company
Michigan
$255K -$32.3K -1,545 -11%
PI
865
Pachira Investments
California
$253K -$2.77K -132 -1%
FFWA
866
FRG Family Wealth Advisors
Washington
$253K +$60 +3 +0%
CGA
867
Crescent Grove Advisors
Illinois
$252K
SIMC
868
Squire Investment Management Company
Utah
$251K
PWP
869
Precedent Wealth Partners
Texas
$250K
WP
870
WealthShield Partners
North Carolina
$250K -$43.6K -2,073 -15%
VWM
871
Vigilare Wealth Management
Arizona
$248K
AI
872
Atria Investments
North Carolina
$248K +$248K +11,820 New
CCMI
873
Creative Capital Management Investments
California
$247K
OPWM
874
Oxinas Partners Wealth Management
Indiana
$247K +$3.77K +180 +2%
AP
875
Americana Partners
Texas
$247K