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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 %
WPIC
551
White Pine Investment Company
Michigan
$612K -$556K -32,310 -48%
BFC
552
Bedel Financial Consulting
Indiana
$610K +$136K +7,893 +29%
GC
553
Grimes & Company
Massachusetts
$604K +$52 +3 +0%
NCMW
554
Northern Capital Management (Washington)
Washington
$601K +$4.86K +282 +0.8%
EPM
555
Elm Partners Management
Pennsylvania
$600K
CWA
556
Consilium Wealth Advisory
Texas
$594K
VCM
557
Vigilant Capital Management
Maine
$591K -$1.45K -84 -0.2%
AWA
558
Aletheian Wealth Advisors
Washington
$587K +$672 +39 +0.1%
FW
559
FirstPurpose Wealth
Utah
$585K +$3.21K +186 +0.6%
CCM
560
Coldstream Capital Management
Washington
$583K -$12.9K -747 -2%
IFA
561
Index Fund Advisors
California
$574K -$13.6K -792 -2%
EAM
562
Evanson Asset Management
California
$572K -$612K -35,496 -52%
JIC
563
Joel Isaacson & Co
New York
$570K +$2.07K +120 +0.4%
SFG
564
StrategIQ Financial Group
Indiana
$564K -$10.3K -597 -2%
CF
565
Cantor Fitzgerald
New York
$563K -$57.4K -3,333 -9%
DOA
566
D'Orazio & Associates
Virginia
$559K +$517 +30 +0.1%
JWM
567
Jeppson Wealth Management
California
$556K +$1.97K +114 +0.4%
CBFP
568
Cedar Brook Financial Partners
Ohio
$554K +$7.96K +462 +1%
TF
569
TLWM Financial
Texas
$548K +$1.76K +102 +0.3%
TI
570
Trexquant Investment
Connecticut
$541K +$286K +16,593 +112%
SIG
571
Stonegate Investment Group
Alabama
$536K -$33.4K -1,938 -6%
OSAM
572
O'Shaughnessy Asset Management
Connecticut
$535K -$52 -3 -0%
CWA
573
Clarity Wealth Advisors
California
$532K +$532K +30,885 New
FM
574
Foster & Motley
Ohio
$529K -$3.88K -225 -0.7%
CSIA
575
Charles Schwab Investment Advisory
California
$528K -$50.7K -2,940 -9%