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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 %
WCM
626
Wealthcare Capital Management
Virginia
$540K
FW
627
FirstPurpose Wealth
Utah
$534K +$59.5K +3,207 +13%
H
628
HoyleCohen
California
$533K +$42.8K +2,304 +9%
CWMU
629
Caliber Wealth Management (Utah)
Utah
$531K +$2.23K +120 +0.4%
AC
630
Abbrea Capital
California
$531K +$1.22K +66 +0.2%
DAS
631
Dynamic Advisor Solutions
Arizona
$530K +$55.2K +3,030 +12%
WA
632
Wealthstream Advisors
New York
$529K +$212K +11,418 +67%
APG
633
Abacus Planning Group
South Carolina
$527K +$9.74K +525 +2%
AAS
634
Avantax Advisory Services
Texas
$527K +$218K +11,751 +71%
GC
635
Gilbert & Cook
Iowa
$526K
SAI
636
Savvy Advisors Inc
New York
$526K +$526K +28,323 New
CWA
637
Clarity Wealth Advisors
California
$525K +$1.28K +69 +0.2%
WCM
638
Washburn Capital Management
Florida
$521K +$7.79K +420 +2%
FCA
639
FinTrust Capital Advisors
South Carolina
$520K +$612 +33 +0.1%
GKWIM
640
Gerber Kawasaki Wealth & Investment Management
California
$514K +$3.01K +162 +0.6%
PFS
641
Prospera Financial Services
Texas
$511K +$70.6K +3,804 +16%
AA
642
AF Advisors
California
$511K +$56 +3 +0%
RWP
643
Reliant Wealth Planning
Kentucky
$505K
GI
644
GS Investments
Minnesota
$501K -$325K -17,496 -39%
UW
645
Unique Wealth
Florida
$501K -$5.96K -321 -1%
BTWM
646
Baker Tilly Wealth Management
Wisconsin
$500K -$316K -17,028 -39%
RPSA
647
Richard P. Slaughter Associates
Texas
$496K -$14.2K -765 -3%
AWA
648
Aquire Wealth Advisors
Utah
$495K -$9.46K -510 -2%
BIG
649
Builder Investment Group
Georgia
$493K +$14.9K +804 +3%
RF
650
Rollins Financial
Georgia
$493K