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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 %
EWA
476
EP Wealth Advisors
California
$922K +$451K +168,894 +96%
DADC
477
D.A. Davidson & Co
Montana
$917K
PWM
478
Perigon Wealth Management
California
$909K +$38.2K +2,217 +4%
CRC
479
Curi RMB Capital
Illinois
$901K -$57.4K -3,330 -6%
SFS
480
Sowell Financial Services
Arkansas
$890K +$164K +9,531 +23%
CWM
481
Cahill Wealth Management
Michigan
$882K +$3.26K +189 +0.4%
FWP
482
Firethorn Wealth Partners
Georgia
$872K +$1.76K +102 +0.2%
LWMT
483
Legacy Wealth Management (Tennessee)
Tennessee
$870K -$22.6K -1,314 -3%
VWA
484
V Wealth Advisors
Kansas
$862K +$25.1K +1,455 +3%
CA
485
Callahan Advisors
Texas
$859K +$31.5K +1,827 +4%
WANY
486
Wealthspire Advisors (New York)
New York
$854K -$52.9K -3,069 -6%
Renaissance Technologies
487
Renaissance Technologies
New York
$843K +$424K +24,600 +101%
TSWM
488
Triangle Securities Wealth Management
North Carolina
$838K +$513K +29,757 +158%
GWA
489
GGM Wealth Advisors
Maryland
$834K +$4.14K +240 +0.5%
AWE
490
Avidian Wealth Enterprises
Texas
$833K -$58.4K -3,387 -7%
MCM
491
Mengis Capital Management
Oregon
$830K -$6.05K -351 -0.7%
WMWM
492
Whitaker-Myers Wealth Managers
Ohio
$826K +$1.76K +102 +0.2%
SGCA
493
Steel Grove Capital Advisors
Tennessee
$821K -$20.2K -1,173 -2%
ECM
494
Exchange Capital Management
Michigan
$817K -$98.7K -5,730 -11%
SQA
495
Simon Quick Advisors
New Jersey
$813K +$52 +3 +0%
IAP
496
Indie Asset Partners
Indiana
$811K -$12.1K -702 -1%
MS
497
Madden Securities
Texas
$810K -$362 -21 -0%
RG
498
Retirement Group
California
$810K -$168K -9,741 -17%
NDSI
499
Newman Dignan & Sheerar Inc
Rhode Island
$800K +$20.4K +1,185 +3%
ECG
500
EPIQ Capital Group
California
$796K +$3.05K +177 +0.4%