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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 %
AIMC
901
Alley Investment Management Company
Illinois
$224K
MCA
902
Magnolia Capital Advisors
Mississippi
$224K +$224K +10,677 New
AWM
903
Act Wealth Management
Texas
$223K +$2.39K +114 +1%
RWA
904
River Wealth Advisors
Pennsylvania
$223K +$629 +30 +0.3%
FA
905
Fiduciary Alliance
South Carolina
$221K -$35.3K -1,671 -14%
EAM
906
Empirical Asset Management
Massachusetts
$219K +$4.02K +192 +2%
CAC
907
Certified Advisory Corp
Florida
$219K
UFA
908
US Financial Advisors
Massachusetts
$219K
AIA
909
Armor Investment Advisors
North Carolina
$217K +$63 +3 +0%
LWM
910
Lyell Wealth Management
California
$217K
TWM
911
Tanager Wealth Management
United Kingdom
$216K
AO
912
Advisor OS
Illinois
$215K +$215K +10,278 New
RIA
913
Regal Investment Advisors
Michigan
$215K +$5.22K +249 +2%
PMFA
914
Plante Moran Financial Advisors
Michigan
$214K -$9.87K -471 -4%
HA
915
HC Advisors
Georgia
$214K
ACI
916
Alpha Cubed Investments
California
$213K -$6.98K -333 -3%
APA
917
Astoria Portfolio Advisors
New York
$213K +$213K +10,152 New
RP
918
Riverwater Partners
Wisconsin
$212K -$31.3K -1,494 -13%
SPA
919
Sentinel Pension Advisors
Massachusetts
$212K
NCM
920
Noesis Capital Mangement
Florida
$212K
SI
921
Stephens Inc
Arkansas
$211K
MFT
922
Moisand Fitzgerald Tamayo
Florida
$211K -$5.16K -246 -2%
BPWM
923
Badgley Phelps Wealth Managers
Washington
$211K +$126 +6 +0.1%
CCA
924
Clarity Capital Advisors
Florida
$210K
BFWM
925
Bright Futures Wealth Management
New York
$210K +$617 +30 +0.3%