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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 %
FNBT
401
FineMark National Bank & Trust
Florida
$1.32M +$458K +26,553 +53%
AWM
402
Adams Wealth Management
Utah
$1.32M +$146K +8,448 +12%
JF
403
Joule Financial
Kentucky
$1.32M -$60.8K -3,528 -4%
BCM
404
Barden Capital Management
Texas
$1.32M +$1.32M +76,413 New
US Bancorp
405
US Bancorp
Minnesota
$1.3M +$31.6K +1,836 +2%
AFAS
406
Acorn Financial Advisory Services
Virginia
$1.3M +$62.5K +3,624 +5%
OA
407
Operose Advisors
Wisconsin
$1.29M +$4.76K +276 +0.4%
SHWM
408
Smith & Howard Wealth Management
Georgia
$1.29M -$472K -27,399 -27%
AL
409
Aspiriant LLC
California
$1.28M +$27.3K +1,584 +2%
NCM
410
Northwest Capital Management
Oregon
$1.28M
SW
411
SVB Wealth
Massachusetts
$1.27M -$96.4K -5,592 -7%
WWP
412
Waypoint Wealth Partners
California
$1.27M -$88.1K -5,115 -6%
CL
413
Choreo LLC
Illinois
$1.27M -$208K -12,084 -14%
GWM
414
Gray Wealth Management
Maine
$1.25M -$33.3K -1,935 -3%
GWM
415
Guardian Wealth Management
Illinois
$1.24M -$18.5K -1,074 -1%
MFA
416
Morling Financial Advisors
California
$1.23M +$26K +1,509 +2%
PFA
417
Pinnacle Family Advisors
Missouri
$1.23M +$512K +29,685 +72%
GG
418
Gleason Group
Kentucky
$1.21M +$5.69K +330 +0.5%
NHC
419
Nicholas Hoffman & Company
Georgia
$1.21M +$2.12K +123 +0.2%
PFA
420
Pure Financial Advisors
California
$1.2M -$13.2K -765 -1%
BWM
421
BNC Wealth Management
Oregon
$1.19M -$45.1K -2,619 -4%
PIP
422
Peachtree Investment Partners
Florida
$1.18M +$4.19K +243 +0.4%
SAM
423
S.A. Mason
Michigan
$1.18M
ASN
424
Advisory Services Network
Georgia
$1.17M -$65.7K -3,810 -5%
B
425
Bailard
California
$1.16M +$74.6K +4,329 +7%