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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 %
KC
676
Kades & Cheifetz
Pennsylvania
$457K +$12.2K +660 +3%
FA
677
Faithward Advisors
Pennsylvania
$456K -$76.1K -3,987 -14%
G
678
Gainplan
Michigan
$455K -$13.5K -726 -3%
TW
679
TritonPoint Wealth
Maryland
$453K +$453K +24,435 New
CNWM
680
Clay Northam Wealth Management
California
$451K
ACA
681
Aptus Capital Advisors
Alabama
$449K +$9.24K +498 +2%
MPW
682
Monterey Private Wealth
California
$446K +$446K +24,042 New
CFA
683
Capstone Financial Advisors
Illinois
$445K -$1.48M -79,659 -77%
NS
684
NBC Securities
Alabama
$444K -$12.3K -663 -3%
CAG
685
Crestwood Advisors Group
Massachusetts
$440K -$50.1K -2,700 -10%
CFO
686
Custos Family Office
Texas
$439K
SWA
687
Sightline Wealth Advisors
Connecticut
$439K +$5.79K +312 +1%
NFW
688
Noble Family Wealth
Florida
$438K -$5.9K -318 -1%
HFS
689
Heritage Financial Services
Massachusetts
$438K +$438K +23,616 New
TIM
690
Total Investment Management
Arizona
$438K -$113K -6,114 -21%
MRWM
691
ML&R Wealth Management
Texas
$437K +$5.07K +273 +1%
CAP
692
Columbia Advisory Partners
Washington
$430K +$188K +10,155 +78%
FVWA
693
Foster Victor Wealth Advisors
South Carolina
$426K +$16.5K +894 +4%
JWCA
694
J.W. Cole Advisors
Florida
$426K +$202K +10,908 +90%
CA
695
Crewe Advisors
Utah
$426K +$1.56K +84 +0.4%
WA
696
Waterford Advisors
New York
$426K -$23K -1,239 -5%
LWM
697
Lakeridge Wealth Management
Ohio
$424K +$424K +22,836 New
WS
698
Wedbush Securities
California
$421K -$17.5K -945 -4%
ESB
699
Essex Savings Bank
Connecticut
$421K +$27.7K +1,491 +7%
PWA
700
Physician Wealth Advisors
Utah
$418K -$27K -1,437 -6%