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Schwab US Broad Market ETF

943 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 363 increasing their positions, 355 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+21
Holders Change %
+2.28%
% of All Funds
14.87%
Holding in Top 10
115
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.81%
New
58
Increased
363
Reduced
355
Closed
28
Calls
$85.5M
Puts
$14.1M
Net Calls
+$71.5M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LBC
226
Lowe Brockenbrough & Co
Virginia
$4.13M -$443K -25,719 -10%
RDWM
227
Red Door Wealth Management
Tennessee
$4.1M -$8.17K -474 -0.2%
Northern Trust
228
Northern Trust
Illinois
$4.08M -$233K -13,539 -5%
SWRP
229
Summit Wealth & Retirement Planning
California
$4.06M +$6.98K +405 +0.2%
SFA
230
Souders Financial Advisors
Ohio
$4.06M +$359K +20,835 +10%
AIM
231
AHL Investment Management
Florida
$4.05M -$30.8K -1,785 -0.8%
BL
232
BCWM LLC
Kansas
$4.05M +$480K +27,861 +13%
VCM
233
Vivaldi Capital Management
Illinois
$3.95M -$115K -6,684 -3%
DWM
234
Destination Wealth Management
California
$3.91M -$367K -21,288 -9%
SOAG
235
Silver Oak Advisory Group
Oregon
$3.9M -$55.3K -3,207 -1%
KIA
236
KCM Investment Advisors
California
$3.87M -$214K -12,405 -5%
CI
237
Cordant Inc
Oregon
$3.86M -$58.1K -3,372 -1%
SWM
238
Seed Wealth Management
Illinois
$3.85M
SP
239
Successful Portfolios
Florida
$3.83M -$4.31M -250,032 -53%
DPI
240
Diversified Portfolios Inc
Michigan
$3.74M -$9.25K -537 -0.2%
IAA
241
Independent Advisor Alliance
North Carolina
$3.72M +$1.06M +61,704 +40%
ADL
242
Asset Dedication LLC
California
$3.71M -$77.4K -4,494 -2%
AllianceBernstein
243
AllianceBernstein
Tennessee
$3.63M +$281K +16,308 +8%
FPCG
244
Fort Pitt Capital Group
Pennsylvania
$3.63M -$2.12M -122,934 -37%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$3.62M +$3.1K +180 +0.1%
PA
246
Planning Alternatives
Michigan
$3.59M -$783K -45,462 -18%
SFC
247
Strategic Financial Concepts
Texas
$3.58M -$12.1K -705 -0.3%
MHR
248
Matthew Hamilton Rosenberg
$3.57M -$445K -25,821 -11%
FCM
249
Firestone Capital Management
Florida
$3.55M +$5.59K +318 +0.2%
CWM
250
Chesapeake Wealth Management
Virginia
$3.54M +$259K +15,006 +8%