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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 %
ACI
251
Alpha Cubed Investments
California
$3.54M -$25.9K -1,500 -0.7%
BIP
252
Blueprint Investment Partners
North Carolina
$3.51M -$129K -7,479 -4%
CI
253
CX Institutional
Indiana
$3.43M -$1.34M -77,796 -28%
AWS
254
AJ Wealth Strategies
New York
$3.42M -$47.1K -2,733 -1%
RW
255
REDW Wealth
New Mexico
$3.41M -$586K -33,981 -15%
AC
256
Avant Capital
Louisiana
$3.4M -$19.9K -1,152 -0.6%
IWMA
257
Ironwood Wealth Management (Arizona)
Arizona
$3.38M -$41.6K -2,412 -1%
OCG
258
Opus Capital Group
Ohio
$3.34M +$3.34M +193,659 New
BAM
259
Berkshire Asset Management
Pennsylvania
$3.34M -$100K -5,820 -3%
MA
260
Mutual Advisors
Nebraska
$3.31M +$287K +16,677 +10%
NGA
261
Naples Global Advisors
Florida
$3.3M -$89.7K -5,205 -3%
KF
262
Krilogy Financial
Missouri
$3.29M -$15.4K -891 -0.5%
CAN
263
Cetera Advisor Networks
California
$3.28M +$1.3M +75,669 +66%
PAG
264
Private Advisor Group
New Jersey
$3.27M +$177K +10,044 +6%
IWC
265
Integrated Wealth Concepts
Massachusetts
$3.27M +$46.1K +2,673 +1%
CAM
266
Cozad Asset Management
Illinois
$3.25M
RRCM
267
Rappaport Reiches Capital Management
Illinois
$3.2M +$568K +32,967 +22%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$3.19M -$1.09M -63,171 -25%
William Blair & Company
269
William Blair & Company
Illinois
$3.19M -$21.7K -1,257 -0.7%
CAG
270
Compass Advisory Group
New York
$3.11M +$651K +37,782 +26%
FT
271
Fiduciary Trust
Massachusetts
$3.08M +$2.33K +135 +0.1%
CIA
272
Compass Ion Advisors
Pennsylvania
$3.02M +$116K +6,738 +4%
KJWM
273
Kiley Juergens Wealth Management
Washington
$3M +$1.09K +63 +0%
HCMT
274
Highland Capital Management (Tennessee)
Tennessee
$2.99M -$82.7K -4,797 -3%
ACA
275
Aspire Capital Advisors
Washington
$2.99M -$14K -813 -0.5%