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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 %
ATPW
976
Ashton Thomas Private Wealth
Arizona
$78.7K +$78.7K +3,753 New
MA
977
Montag & Associates
Georgia
$78.6K
GWS
978
Glassman Wealth Services
Virginia
$75.2K
CFGS
979
Concourse Financial Group Securities
Alabama
$75.2K
OW
980
Olistico Wealth
Oklahoma
$69.4K +$69.4K +3,309 New
AssetMark Inc
981
AssetMark Inc
California
$69.3K -$22.4K -1,071 -24%
HFS
982
Hantz Financial Services
Michigan
$65K
PP
983
Pacifica Partners
Canada
$63.6K
MAM
984
Marquette Asset Management
Minnesota
$62.4K
CTC
985
Central Trust Company
Missouri
$57.2K
AWM
986
Angeles Wealth Management
California
$56.8K +$880 +42 +2%
HRC
987
Hoertkorn Richard Charles
$56.6K
LWANC
988
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.4K +$2.39K +114 +5%
HWM
989
HighMark Wealth Management
Minnesota
$52.8K
ACA
990
American Capital Advisory
Idaho
$52.3K -$5.51K -297 -10%
FFA
991
Frazier Financial Advisors
Ohio
$50.7K -$1.89K -90 -4%
MCM
992
Manchester Capital Management
Vermont
$50.5K
CC
993
Cypress Capital
Tennessee
$50.3K +$50.3K +2,400 New
BL
994
BFSG LLC
California
$46.9K
RIA
995
Realta Investment Advisors
Delaware
$45.8K
GGI
996
Godsey & Gibb Inc
Virginia
$44.1K
FHA
997
First Horizon Advisors
Tennessee
$42.3K
SIS
998
Strategic Investment Solutions
Illinois
$42.1K +$42.1K +1,314 New
GWM
999
Geneos Wealth Management
Colorado
$40.5K +$5.53K +264 +16%
CFD
1000
Creative Financial Designs
Indiana
$39K