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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 %
NA
301
NewEdge Advisors
Louisiana
$2.57M +$183K +10,629 +8%
BJL
302
Brighton Jones LLC
Washington
$2.57M +$138K +7,986 +6%
PWMG
303
Prestige Wealth Management Group
New Jersey
$2.55M -$52K -3,018 -2%
CAG
304
Csenge Advisory Group
Florida
$2.55M -$83.1K -4,821 -3%
ACA
305
Atlas Capital Advisors
Wyoming
$2.53M -$16.8K -975 -0.7%
KBFS
306
Kohmann Bosshard Financial Services
Ohio
$2.52M +$2.29M +133,086 +1,014%
DFA
307
DHJJ Financial Advisors
Illinois
$2.49M +$50.2K +2,913 +2%
AAP
308
Arax Advisory Partners
Colorado
$2.47M +$462K +26,817 +23%
CA
309
Cambridge Advisors
Nebraska
$2.46M -$19K -1,104 -0.8%
MAM
310
McCarthy Asset Management
California
$2.45M -$817K -47,412 -25%
JWBC
311
John W. Brooker & Co
California
$2.44M +$9.77K +567 +0.4%
PCMC
312
Private Capital Management (Colorado)
Colorado
$2.44M -$35.1K -2,034 -1%
SIC
313
Salem Investment Counselors
North Carolina
$2.44M -$128K -7,425 -5%
JPLA
314
Joseph P. Lucia & Associates
New York
$2.43M -$11.9K -693 -0.5%
VVP
315
Venture Visionary Partners
Ohio
$2.43M -$199K -11,556 -8%
PPP
316
Private Portfolio Partners
New Jersey
$2.4M
WOSD
317
WFA of San Diego
California
$2.39M -$100K -5,823 -4%
BWM
318
Benchmark Wealth Management
Connecticut
$2.39M
MG
319
Mather Group
Illinois
$2.38M -$9.15K -531 -0.4%
ZIC
320
ZWJ Investment Counsel
Georgia
$2.37M -$238K -13,797 -9%
SWM
321
Seaside Wealth Management
California
$2.37M -$839K -48,660 -26%
EWM
322
Empirical Wealth Management
Washington
$2.36M +$325K +18,864 +16%
QCG
323
Quadrant Capital Group
Ohio
$2.36M +$63K +3,654 +3%
SMC
324
Smith, Moore & Co
Missouri
$2.29M -$83.5K -4,848 -4%
RW
325
RVW Wealth
California
$2.28M -$22.2K -1,287 -1%