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Schwab US Broad Market ETF

1,031 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 146 funds opening new positions, 411 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+94
Holders Change %
+10.03%
% of All Funds
15.11%
Holding in Top 10
125
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.7%
% of All Funds
1.83%
New
146
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 %
WP
601
Westmount Partners
California
$591K +$24.1K +1,299 +4%
HA
602
Hanover Advisors
South Carolina
$568K +$568K +30,600 New
TI
603
Trexquant Investment
Connecticut
$567K -$125K -6,723 -18%
SGWM
604
Sterling Group Wealth Management
California
$565K +$235K +12,648 +71%
JIC
605
Joel Isaacson & Co
New York
$559K -$58.6K -3,159 -9%
TCM
606
Twele Capital Management
Minnesota
$559K -$3.73K -201 -0.7%
HS
607
Horan Securities
United States
$558K +$24.9K +1,344 +5%
SIG
608
Stonegate Investment Group
Alabama
$557K -$14.9K -801 -3%
ODIJL
609
One Day In July LLC
Vermont
$557K
CSIA
610
Charles Schwab Investment Advisory
California
$557K -$38K -2,049 -6%
HBT
611
Hills Bank & Trust
Iowa
$557K
BAM
612
Bosun Asset Management
Illinois
$557K
PA
613
Perennial Advisors
New York
$554K +$1.73K +93 +0.3%
WHCI
614
W.H. Cornerstone Investments
Massachusetts
$553K +$553K +29,823 New
WAM
615
Worth Asset Management
Texas
$553K +$197K +10,641 +56%
OFP
616
OLIO Financial Planning
Virginia
$552K
AWM
617
Altus Wealth Management
Kentucky
$547K +$7.35K +396 +1%
GW
618
GW & Wade
Massachusetts
$547K +$389 +21 +0.1%
FM
619
Foster & Motley
Ohio
$545K +$16.1K +870 +3%
NSIM
620
North Star Investment Management
Illinois
$545K
GC
621
Gratus Capital
Georgia
$542K +$2.12K +114 +0.4%
HNB
622
Huntington National Bank
Ohio
$542K -$478K
RCWM
623
Royal Capital Wealth Management
Indiana
$540K +$167 +9 +0%
OPS
624
Orion Portfolio Solutions
Nebraska
$540K -$80K -4,323 -13%
BCI
625
Brinker Capital Investments
Pennsylvania
$540K -$80K -4,323 -13%