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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 %
PAMG
501
Patton Albertson Miller Group
Tennessee
$790K -$199K -11,553 -20%
MFG
502
Midwest Financial Group
Kansas
$782K +$2.84K +165 +0.4%
CPA
503
Capital Performance Advisors
California
$778K +$778K +45,171 New
GP
504
Greenline Partners
New York
$777K -$209K -12,114 -21%
TWM
505
Thrive Wealth Management
Pennsylvania
$777K -$20.4K -1,185 -3%
BCM
506
Bowie Capital Management
Texas
$776K
SWM
507
Stockman Wealth Management
Montana
$772K -$47.4K -2,748 -6%
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$772K -$10.3K -600 -1%
CA
509
Cetera Advisors
Colorado
$771K +$8.89K +516 +1%
GI
510
GS Investments
Minnesota
$769K -$135K -7,806 -15%
MAC
511
Mason & Associates (California)
California
$766K +$14.4K +834 +2%
CAL
512
Capital Advisors Ltd
Ohio
$764K
GRP
513
Global Retirement Partners
California
$761K -$335K -19,449 -31%
JIR
514
James Investment Research
Ohio
$760K +$139K +8,052 +22%
ECG
515
Edge Capital Group
Georgia
$759K -$83.4K -4,842 -10%
KFP
516
KMG Fiduciary Partners
Ohio
$755K
FWA
517
FSM Wealth Advisors
Ohio
$755K
CWM
518
Curi Wealth Management
North Carolina
$754K -$20.8K -1,206 -3%
SWM
519
Spire Wealth Management
Virginia
$749K +$207 +12 +0%
WCF
520
West Coast Financial
California
$732K +$732K +42,450 New
SAF
521
Smith Anglin Financial
Texas
$731K +$1.45K +84 +0.2%
BC
522
Barrett & Company
Rhode Island
$728K +$1.4K +81 +0.2%
WIM
523
Waycross Investment Management
Washington
$718K -$37.4K -2,172 -5%
MIA
524
MainStreet Investment Advisors
Illinois
$718K
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$718K