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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 %
JWM
576
Janiczek Wealth Management
Colorado
$523K +$40.5K +2,352 +8%
IIC
577
Ironwood Investment Counsel
Arizona
$522K
DAS
578
Dynamic Advisor Solutions
Arizona
$521K -$9.98K -579 -2%
WP
579
Westmount Partners
California
$521K +$14.2K +822 +3%
WAM
580
Worth Asset Management
Texas
$518K +$488K +28,302 +1,627%
HBT
581
Hills Bank & Trust
Iowa
$517K
BAM
582
Bosun Asset Management
Illinois
$517K
PA
583
Perennial Advisors
New York
$516K +$1.19K +69 +0.2%
RPSA
584
Richard P. Slaughter Associates
Texas
$512K -$21.2K -1,230 -4%
IF
585
Ironwood Financial
Arizona
$511K +$36.6K +2,124 +8%
IFS
586
Ifrah Financial Services
Arkansas
$510K +$32.3K +1,875 +7%
ODIJL
587
One Day In July LLC
Vermont
$509K -$25.9K -1,500 -5%
APP
588
Avantax Planning Partners
Iowa
$509K +$1.91K +111 +0.4%
TIM
589
Total Investment Management
Arizona
$508K +$982 +57 +0.2%
NSIM
590
North Star Investment Management
Illinois
$506K
MWM
591
Mission Wealth Management
California
$505K +$12.1K +702 +2%
LIM
592
Loudon Investment Management
New Hampshire
$504K +$9.51K +393 +2%
OFP
593
OLIO Financial Planning
Virginia
$504K +$504K +29,244 New
WCM
594
Wealthcare Capital Management
Virginia
$501K
HNB
595
Huntington National Bank
Ohio
$495K -$459K
WCM
596
Washburn Capital Management
Florida
$495K +$13K +753 +3%
AC
597
Abbrea Capital
California
$491K +$981 +57 +0.2%
CWMU
598
Caliber Wealth Management (Utah)
Utah
$489K +$79.4K +4,605 +19%
GC
599
Gilbert & Cook
Iowa
$489K
FA
600
Faithward Advisors
Pennsylvania
$484K -$142K -8,193 -23%