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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 %
IAN
426
Integrated Advisors Network
Texas
$1.15M +$620 +36 +0.1%
WA
427
Wealth Architects
California
$1.15M +$310 +18 +0%
Baird Financial Group
428
Baird Financial Group
Wisconsin
$1.15M -$544K -31,539 -32%
MA
429
MCF Advisors
Kentucky
$1.15M -$31.3K -1,815 -3%
SCM
430
SOL Capital Management
Maryland
$1.14M -$15.9K -924 -1%
SCA
431
STALEY CAPITAL ADVISERS
Pennsylvania
$1.14M -$3.31K -192 -0.3%
EFM
432
Eley Financial Management
Vermont
$1.14M +$17K +984 +2%
HIC
433
Holderness Investments Company
North Carolina
$1.14M +$108K +6,267 +11%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$1.14M +$217K +12,582 +24%
SHJ
435
Sharkey, Howes & Javer
Colorado
$1.13M -$125K -7,266 -10%
KAS
436
Kestra Advisory Services
Texas
$1.13M +$220K +12,789 +24%
RWM
437
Ritholtz Wealth Management
New York
$1.11M +$1.03K +60 +0.1%
CW
438
Connectus Wealth
Ohio
$1.11M -$145K -8,430 -12%
SCP
439
Shorepoint Capital Partners
Massachusetts
$1.1M +$1.86K +108 +0.2%
PIM
440
Penobscot Investment Management
Massachusetts
$1.08M -$4.08K -237 -0.4%
GA
441
Gateway Advisory
New Jersey
$1.08M +$52 +3 +0%
SAM
442
Smithbridge Asset Management
Pennsylvania
$1.08M -$20.1K -1,167 -2%
KWM
443
Keebeck Wealth Management
Illinois
$1.08M +$3.1K +180 +0.3%
Bank of New York Mellon
444
Bank of New York Mellon
New York
$1.08M
SOS
445
Silver Oak Securities
Tennessee
$1.07M +$836K +48,507 +365%
WWM
446
Windsor Wealth Management
Indiana
$1.05M +$11.5K +666 +1%
MCCP
447
Mission Creek Capital Partners
California
$1.05M -$1.54M -89,508 -60%
KeyBank National Association
448
KeyBank National Association
Ohio
$1.05M +$166K +9,609 +19%
GSAM
449
Grant Street Asset Management
Pennsylvania
$1.04M +$15K +870 +1%
KPWS
450
Kestra Private Wealth Services
Texas
$1.04M +$390K +22,644 +60%