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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 %
PAS
576
Park Avenue Securities
New York
$669K +$9.52K +513 +1%
NCMW
577
Northern Capital Management (Washington)
Washington
$668K -$167 -9 -0%
TAM
578
Townsend Asset Management
North Carolina
$662K -$4.62K -249 -0.7%
MA
579
MCF Advisors
Kentucky
$660K -$269K -14,517 -29%
LNC
580
Lincoln National Corp
Pennsylvania
$660K +$328K +17,673 +99%
BFC
581
Bedel Financial Consulting
Indiana
$658K +$1.17K +63 +0.2%
GC
582
Grimes & Company
Massachusetts
$656K +$2.78K +150 +0.4%
AWM
583
Axxcess Wealth Management
California
$651K -$13.4K -720 -2%
DP
584
Denver PWM
Colorado
$646K -$21.8K -1,194 -3%
CWA
585
Consilium Wealth Advisory
Texas
$640K
GP
586
Greenline Partners
New York
$636K +$2.62K +141 +0.4%
AWA
587
Aletheian Wealth Advisors
Washington
$633K +$891 +48 +0.1%
AQR Capital Management
588
AQR Capital Management
Connecticut
$631K +$631K +33,981 New
AAS
589
Annex Advisory Services
Wisconsin
$624K +$5.9K +318 +1%
EAM
590
Evanson Asset Management
California
$617K +$612 +33 +0.1%
CBFP
591
Cedar Brook Financial Partners
Ohio
$612K +$3.78K +204 +0.6%
FNBT
592
FineMark National Bank & Trust
Florida
$612K
APP
593
Avantax Planning Partners
Iowa
$609K +$58.5K +3,153 +11%
EPM
594
Elm Partners Management
Pennsylvania
$609K -$52.4K -2,826 -8%
TF
595
TLWM Financial
Texas
$609K +$15.8K +849 +3%
IIC
596
Ironwood Investment Counsel
Arizona
$608K +$27.8K +1,500 +5%
IF
597
Ironwood Financial
Arizona
$608K +$80.9K +4,359 +15%
BFS
598
Burkett Financial Services
South Carolina
$603K +$603K +32,499 New
SFG
599
StrategIQ Financial Group
Indiana
$595K -$17.5K -945 -3%
WP
600
Westmount Partners
California
$591K +$24.1K +1,299 +4%