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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 %
TC
376
TownSquare Capital
Utah
$1.56M +$24.7K +1,434 +2%
FMTC
377
Farmers & Merchants Trust Company
California
$1.55M
TYCC
378
Texas Yale Capital Corp
Florida
$1.54M -$142K -8,217 -8%
BWM
379
Blossom Wealth Management
California
$1.53M +$80.8K +4,686 +6%
RPWA
380
Regent Peak Wealth Advisors
Georgia
$1.53M -$10.7K -618 -0.7%
AFP
381
Ausdal Financial Partners
Iowa
$1.49M +$52 +3 +0%
EB
382
Exchange Bank
California
$1.46M +$1.46M +84,489 New
GWA
383
Geometric Wealth Advisors
District of Columbia
$1.44M +$5.15K +294 +0.4%
BIA
384
Bell Investment Advisors
California
$1.42M +$5.22K +303 +0.4%
HI
385
Hendershot Investments
Virginia
$1.42M +$34.4K +1,995 +2%
HR
386
Howe & Rusling
New York
$1.42M -$251K -14,568 -15%
FNBOMD
387
First National Bank of Mount Dora
Florida
$1.41M -$2.59K -150 -0.2%
DI
388
Disciplined Investments
Oklahoma
$1.41M +$5.12K +297 +0.4%
AA
389
Ancora Advisors
Ohio
$1.41M -$39.6K -2,298 -3%
BCM
390
Brookstone Capital Management
Illinois
$1.4M +$79.5K +4,659 +6%
AWA
391
Acorn Wealth Advisors
Michigan
$1.4M -$61.2K -3,549 -4%
V
392
Veritable
Delaware
$1.4M -$356K -20,643 -20%
MA
393
Modus Advisors
Minnesota
$1.39M -$2.07K -120 -0.1%
SMA
394
Sage Mountain Advisors
Georgia
$1.37M -$171K -9,900 -11%
MMA
395
Miracle Mile Advisors
California
$1.37M -$229K -13,275 -14%
PS
396
Planned Solutions
California
$1.36M +$16.9K +978 +1%
FWI
397
Facet Wealth Inc
Maryland
$1.35M +$72K +4,101 +6%
BWL
398
Bogart Wealth LLC
Virginia
$1.35M +$3.83K +222 +0.3%
DI
399
Diligent Investors
California
$1.34M -$39.8K -2,307 -3%
GCA
400
Gradient Capital Advisors
California
$1.33M +$4.03K +234 +0.3%