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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 %
GW
601
GW & Wade
Massachusetts
$477K +$207 +12 +0%
MRWM
602
ML&R Wealth Management
Texas
$476K -$99.4K -5,769 -17%
ACP
603
Aveo Capital Partners
Colorado
$476K +$93.2K +5,409 +24%
AA
604
AF Advisors
California
$475K
AWM
605
Altus Wealth Management
Kentucky
$474K -$14.2K -822 -3%
RI
606
Rinkey Investments
California
$472K -$26.6K -1,545 -5%
UW
607
Unique Wealth
Florida
$470K +$470K +27,294 New
APG
608
Abacus Planning Group
South Carolina
$470K +$414 +24 +0.1%
WFA
609
West Financial Advisors
Iowa
$470K -$6.15K -357 -1%
RWP
610
Reliant Wealth Planning
Kentucky
$469K
AWA
611
Aquire Wealth Advisors
Utah
$468K
CAG
612
Crestwood Advisors Group
Massachusetts
$466K -$476K -27,618 -51%
WAM
613
Weatherly Asset Management
California
$466K -$16.3K -945 -3%
PWM
614
Paulson Wealth Management
Illinois
$463K +$463K +26,895 New
AP
615
Appleton Partners
Massachusetts
$461K -$11.8K -687 -3%
ML
616
McAdam LLC
Pennsylvania
$459K -$10.6K -615 -2%
H
617
HoyleCohen
California
$455K -$7.55K -438 -2%
AL
618
ACAS LLC
California
$455K -$38.8K -2,253 -8%
RF
619
Rollins Financial
Georgia
$453K +$54.8K +3,177 +14%
BAAM
620
Baker Avenue Asset Management
California
$452K
G
621
Gainplan
Michigan
$451K -$23.1K -1,341 -5%
ACP
622
Aviance Capital Partners
Florida
$450K
PRWA
623
Platte River Wealth Advisors
Colorado
$448K +$448K +25,971 New
YIH
624
Y-Intercept (HK)
Hong Kong
$445K +$77.9K +4,521 +21%
BlackRock
625
BlackRock
New York
$444K -$3.13M -181,878 -88%