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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 %
GT
451
Glenmede Trust
Pennsylvania
$1.03M
CNFG
452
Creegan & Nassoura Financial Group
New Hampshire
$1.02M
MPM
453
Meritage Portfolio Management
Kansas
$1.02M -$290K -16,818 -22%
ICG
454
InterOcean Capital Group
Tennessee
$1.02M +$47.1K +2,733 +5%
SBH
455
Segall Bryant & Hamill
Illinois
$1.02M +$15.5K +900 +2%
CCM
456
Chilton Capital Management
Texas
$1.02M -$10.2K -591 -1%
CTA
457
Chesley Taft & Associates
Illinois
$1.01M -$2.59K -150 -0.3%
MTIC
458
Missouri Trust & Investment Company
Missouri
$1.01M -$63K -3,657 -6%
EWM
459
Evermay Wealth Management
Virginia
$1.01M -$3.26K -189 -0.3%
LWM
460
Laidlaw Wealth Management
New York
$1.01M -$250K -14,517 -20%
CSI
461
Cross Staff Investments
New York
$998K +$5.27K +306 +0.5%
AWM
462
Axxcess Wealth Management
California
$991K +$48.9K +2,835 +5%
TPWM
463
Twelve Points Wealth Management
Massachusetts
$988K
FAIM
464
Financial Advocates Investment Management
Washington
$984K -$82.8K -4,806 -8%
OCM
465
One Capital Management
California
$980K -$258 -15 -0%
WC
466
Waterloo Capital
Texas
$973K -$135K -7,827 -12%
BDWCC
467
B&D White Capital Company
Texas
$971K +$103 +6 +0%
VWA
468
VERITY Wealth Advisors
United States
$970K
OPWM
469
Oakwell Private Wealth Management
Texas
$968K -$6.1K -354 -0.6%
AF
470
Allworth Financial
California
$962K -$50.1K -2,907 -5%
SSWM
471
Smith Salley Wealth Management
North Carolina
$961K
BTWM
472
Baker Tilly Wealth Management
Wisconsin
$954K -$221K -12,843 -19%
UWPG
473
Ullmann Wealth Partners Group
Florida
$948K +$103 +6 +0%
SCM
474
Seascape Capital Management
New Hampshire
$938K +$2.22K +129 +0.2%
FFA
475
Farther Finance Advisors
California
$930K +$704K +40,854 +311%