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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 %
VDI
526
Vaughan David Investments
Illinois
$716K
USCWA
527
U.S. Capital Wealth Advisors
Texas
$709K -$9.72K -564 -1%
Bank of Montreal
528
Bank of Montreal
Ontario, Canada
$704K +$146K +8,463 +26%
MAG
529
Mayfair Advisory Group
Alabama
$698K -$3.74K -219 -0.5%
AWA
530
Alaska Wealth Advisors
Alaska
$697K -$4.09M -237,333 -85%
CFG
531
Citizens Financial Group
Rhode Island
$695K +$2.59K +150 +0.4%
EGWAG
532
Elwood & Goetz Wealth Advisory Group
Georgia
$692K +$31.4K +1,821 +5%
SPFA
533
Summit Place Financial Advisors
New Jersey
$688K -$135K -7,830 -16%
VHAM
534
Van Hulzen Asset Management
California
$683K -$163K -9,483 -19%
LAM
535
LifePro Asset Management
California
$682K
MWM
536
Merriman Wealth Management
Washington
$680K -$36.5K -2,118 -5%
RWRC
537
R.W. Roge & Company
New York
$680K -$9.45K -549 -1%
DSAM
538
Dock Street Asset Management
Florida
$672K
HI
539
Hudock Inc
Pennsylvania
$670K +$1.14K +66 +0.2%
AAS
540
Annex Advisory Services
Wisconsin
$666K -$390K -22,641 -37%
CIC
541
Carnegie Investment Counsel
Ohio
$665K -$1.24K -72 -0.2%
Jane Street
542
Jane Street
New York
$653K +$653K +37,908 New
BCI
543
Brinker Capital Investments
Pennsylvania
$650K -$22.5K -1,305 -3%
OPS
544
Orion Portfolio Solutions
Nebraska
$650K -$22.5K -1,305 -3%
GJIA
545
Glass Jacobson Investment Advisors
Maryland
$645K +$645K +37,449 New
Rockefeller Capital Management
546
Rockefeller Capital Management
New York
$627K -$63.7K -3,699 -9%
TAM
547
Townsend Asset Management
North Carolina
$620K -$87.9K -5,103 -12%
RA
548
Regis Acquisition
Colorado
$619K -$169K -9,792 -21%
TCM
549
Twele Capital Management
Minnesota
$619K +$1.55K +90 +0.3%
DP
550
Denver PWM
Colorado
$618K +$1.65K +96 +0.3%