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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 %
CA
651
Crewe Advisors
Utah
$393K +$19.7K +1,143 +5%
WS
652
Wedbush Securities
California
$393K -$130K -7,533 -25%
RWP
653
Revolve Wealth Partners
New Jersey
$388K +$4.29K +249 +1%
EWP
654
Elevation Wealth Partners
California
$386K +$207 +12 +0.1%
Financial Engines Advisors
655
Financial Engines Advisors
California
$384K +$384K +22,311 New
SAM
656
Summit Asset Management
Tennessee
$382K -$316K -18,321 -45%
PCI
657
Planning Center Inc
Illinois
$380K +$52 +3 +0%
WCM
658
WealthBridge Capital Management
Ohio
$379K -$21.8K -1,266 -5%
I2I
659
Insight 2811 Inc
Illinois
$377K +$54.4K +3,156 +17%
ATC
660
Argent Trust Co
Tennessee
$376K
Fisher Asset Management
661
Fisher Asset Management
Washington
$372K +$372K +21,570 New
SFG
662
Sovereign Financial Group
Connecticut
$371K +$827 +48 +0.2%
FVWA
663
Foster Victor Wealth Advisors
South Carolina
$371K -$2.38K -138 -0.6%
SSI
664
Scott & Selber Inc
Texas
$369K +$207 +12 +0.1%
VFA
665
Valeo Financial Advisors
Indiana
$368K +$98.9K +5,736 +37%
WA
666
Waverly Advisors
Alabama
$368K +$96.4K +5,592 +35%
WIA
667
World Investment Advisors
California
$368K
BP
668
Broadleaf Partners
Ohio
$367K
FCI
669
Financial Counselors Inc
Kansas
$367K +$63.6K +3,690 +21%
CPWM
670
Cypress Point Wealth Management
Texas
$367K +$155 +9 +0%
RCAG
671
Rehmann Capital Advisory Group
Michigan
$365K
SRWM
672
Shira Ridge Wealth Management
California
$364K
SWA
673
Sightline Wealth Advisors
Connecticut
$364K -$52.7K -3,306 -13%
ESB
674
Essex Savings Bank
Connecticut
$362K -$41.9K -2,430 -10%
OWM
675
Orgel Wealth Management
Wisconsin
$361K