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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 %
CAM
351
Carret Asset Management
New York
$1.88M +$60.3K +3,498 +3%
CAI
352
Capital Advisors Inc
Oklahoma
$1.88M +$20.1K +1,167 +1%
LSAG
353
Lake Street Advisors Group
New Hampshire
$1.88M +$6.88K +399 +0.4%
TWM
354
Tolleson Wealth Management
Texas
$1.83M
BIA
355
Bigelow Investment Advisors
Maine
$1.81M -$71.8K -4,167 -4%
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$1.8M +$137K +7,959 +8%
TF
357
TIAA FSB
Florida
$1.79M +$64.8K +3,759 +4%
TIA
358
Traphagen Investment Advisors
New Jersey
$1.79M +$712K +41,331 +66%
CFA
359
Capstone Financial Advisors
Illinois
$1.79M +$8.27K +480 +0.5%
SIC
360
Sigma Investment Counselors
Michigan
$1.78M +$259 +15 +0%
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$1.75M -$20.6K -1,194 -1%
PA
362
Pinnacle Associates
New York
$1.75M +$128K +7,413 +8%
ECML
363
Eagle Capital Management (Louisiana)
Louisiana
$1.7M +$794K +46,101 +88%
HS
364
Horan Securities
United States
$1.7M +$1.3M +75,342 +324%
SWM
365
Segment Wealth Management
Texas
$1.7M +$3.46K +201 +0.2%
WWM
366
Western Wealth Management
Colorado
$1.69M +$14.3K +828 +0.8%
AMG
367
Asset Management Group
Connecticut
$1.69M +$6.15K +357 +0.4%
BA
368
Bridgewater Advisors
New York
$1.67M -$776 -45 -0%
AF
369
Advisornet Financial
Minnesota
$1.67M -$17.2K -996 -1%
S
370
SignatureFD
Georgia
$1.66M +$140K +8,103 +9%
VCAM
371
Van Cleef Asset Management
Ohio
$1.64M -$27.1K -1,575 -2%
BWP
372
BSW Wealth Partners
Colorado
$1.63M +$15.1K +879 +0.9%
LIG
373
Lokken Investment Group
Delaware
$1.63M +$398K +23,082 +32%
FG
374
Foster Group
Iowa
$1.6M +$2.33K +135 +0.1%
WCM
375
Weik Capital Management
Pennsylvania
$1.56M -$27.9K -1,620 -2%