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Schwab US Broad Market ETF

1,030 hedge funds and large institutions have $8.73B invested in Schwab US Broad Market ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 411 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+93
Holders Change %
+9.93%
% of All Funds
15.1%
Holding in Top 10
125
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.7%
% of All Funds
1.83%
New
145
Increased
411
Reduced
324
Closed
39
Calls
$177M
Puts
$35.4M
Net Calls
+$141M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
551
Barrett & Company
Rhode Island
$765K +$1.67K +90 +0.2%
VHAM
552
Van Hulzen Asset Management
California
$762K +$23.6K +1,272 +3%
WIM
553
Waycross Investment Management
Washington
$754K -$19.1K -1,029 -2%
MIA
554
MainStreet Investment Advisors
Illinois
$745K
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$745K
US Bancorp
556
US Bancorp
Minnesota
$743K +$95K +5,121 +15%
TC
557
TownSquare Capital
Utah
$742K -$347K -18,690 -32%
USCWA
558
U.S. Capital Wealth Advisors
Texas
$738K
ML
559
McAdam LLC
Pennsylvania
$733K +$143K +7,719 +24%
DSAM
560
Dock Street Asset Management
Florida
$723K
PRWA
561
Platte River Wealth Advisors
Colorado
$721K +$239K +12,870 +50%
ARC
562
Advisor Resource Council
Texas
$720K +$720K +38,796 New
Natixis Advisors
563
Natixis Advisors
Massachusetts
$717K -$25.9K -1,395 -3%
MA
564
Marquette Associates
Illinois
$716K +$716K +93,459 New
CFG
565
Citizens Financial Group
Rhode Island
$714K -$17.6K -951 -2%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$712K +$287K +15,486 +68%
MWM
567
Merriman Wealth Management
Washington
$711K -$59.7K -3,219 -8%
CIC
568
Carnegie Investment Counsel
Ohio
$703K -$17K -915 -2%
HI
569
Hudock Inc
Pennsylvania
$696K +$1.45K +78 +0.2%
FA
570
FF Advisors
California
$692K +$692K +37,293 New
RWRC
571
R.W. Roge & Company
New York
$691K -$37.1K -1,998 -5%
PAMG
572
Patton Albertson Miller Group
Tennessee
$691K -$22K -1,185 -3%
SPFA
573
Summit Place Financial Advisors
New Jersey
$681K -$58.5K -3,150 -8%
WCM
574
Winthrop Capital Management
Indiana
$673K +$673K +36,243 New
JWM
575
Janiczek Wealth Management
Colorado
$670K +$90.6K +4,884 +16%