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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 %
BF
626
Blankinship & Foster
California
$444K -$23.9K -1,386 -5%
CAAM
627
Cornerstone Advisors Asset Management
Pennsylvania
$441K
IF
628
IRON Financial
Illinois
$439K -$25.2K -1,461 -5%
CCM
629
Carlson Capital Management
Minnesota
$436K +$10.2K +591 +2%
BIG
630
Builder Investment Group
Georgia
$435K +$35.2K +2,040 +9%
PWMAG
631
Pinnacle Wealth Management Advisory Group
New Jersey
$429K
ACM
632
Armbruster Capital Management
New York
$429K +$4.91K +285 +1%
PWA
633
Physician Wealth Advisors
Utah
$428K
AIM
634
Anchor Investment Management
South Carolina
$426K +$7.24K +420 +2%
NFW
635
Noble Family Wealth
Florida
$425K -$12.4K -720 -3%
HIS
636
Horizon Investment Services
Indiana
$422K
CNWM
637
Clay Northam Wealth Management
California
$419K
FCA
638
FinTrust Capital Advisors
South Carolina
$418K
WA
639
Waterford Advisors
New York
$417K
KC
640
Kades & Cheifetz
Pennsylvania
$412K -$6.1K -354 -1%
GKWIM
641
Gerber Kawasaki Wealth & Investment Management
California
$408K +$408K +23,703 New
CFO
642
Custos Family Office
Texas
$408K
ACA
643
Aptus Capital Advisors
Alabama
$408K +$252K +14,619 +162%
AFG
644
ABLE Financial Group
Arizona
$404K -$52 -3 -0%
GC
645
Garde Capital
Washington
$399K
WP
646
WealthSource Partners
California
$397K +$7.6K +441 +2%
PFS
647
Prospera Financial Services
Texas
$397K -$7.86K -456 -2%
CFB
648
Cullen/Frost Bankers
Texas
$396K
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$394K +$57.7K +3,348 +17%
ACM
650
AlphaStar Capital Management
North Carolina
$394K -$56.3K -3,267 -13%