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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 %
WFS
901
WealthGarden F.S.
California
$235K +$235K +10,596 New
GCIM
902
Gunn & Company Investment Management
Florida
$235K -$7.98K -360 -3%
CPSAC
903
Chas P. Smith & Associates (CPS)
Florida
$235K -$7.98K -360 -3%
EAM
904
Empirical Asset Management
Massachusetts
$234K +$2K +90 +0.9%
AWM
905
Act Wealth Management
Texas
$232K -$3.59K -162 -2%
CAC
906
Certified Advisory Corp
Florida
$232K +$333 +15 +0.1%
TWM
907
Tanager Wealth Management
United Kingdom
$232K +$3.39K +153 +1%
UFA
908
US Financial Advisors
Massachusetts
$231K
FIA
909
FPC Investment Advisory
California
$231K
4WM
910
49 Wealth Management
Texas
$231K +$16.6K +750 +8%
LWM
911
Lyell Wealth Management
California
$230K
BFWM
912
Bright Futures Wealth Management
New York
$229K +$153K +20,496 +201%
CWS
913
Cypress Wealth Services
California
$229K -$31.1K -1,401 -12%
KWM
914
Kingsview Wealth Management
Oregon
$228K +$8.38K +378 +4%
CPG
915
Cornerstone Planning Group
New Jersey
$228K -$592K -79,008 -72%
APA
916
Astoria Portfolio Advisors
New York
$228K +$152K +20,340 +200%
PMFA
917
Plante Moran Financial Advisors
Michigan
$226K
HA
918
HC Advisors
Georgia
$226K
FA
919
Fiduciary Alliance
South Carolina
$225K -$6.59K -297 -3%
SPA
920
Sentinel Pension Advisors
Massachusetts
$224K
NCM
921
Noesis Capital Mangement
Florida
$224K
SI
922
Stephens Inc
Arkansas
$224K
CCA
923
Clarity Capital Advisors
Florida
$224K +$1.4K +63 +0.6%
BPWM
924
Badgley Phelps Wealth Managers
Washington
$223K
RP
925
Riverwater Partners
Wisconsin
$222K