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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
701
WealthSource Partners
California
$417K +$111 +6 +0%
BP
702
Broadleaf Partners
Ohio
$417K +$21K +1,131 +5%
ACM
703
AlphaStar Capital Management
North Carolina
$413K
SAM
704
Summit Asset Management
Tennessee
$412K
PCI
705
Planning Center Inc
Illinois
$409K +$111 +6 +0%
ATC
706
Argent Trust Co
Tennessee
$405K
RWP
707
Revolve Wealth Partners
New Jersey
$404K -$4.73K -255 -1%
SFG
708
Sovereign Financial Group
Connecticut
$399K +$2.78K +150 +0.7%
AMIM
709
Aull & Monroe Investment Management
Alabama
$399K
B
710
BetterWealth
California
$399K
CFB
711
Cullen/Frost Bankers
Texas
$398K -$28.3K -1,524 -7%
WIA
712
World Investment Advisors
California
$396K
BL
713
Balentine LLC
Georgia
$394K
RCAG
714
Rehmann Capital Advisory Group
Michigan
$394K
Bank of Montreal
715
Bank of Montreal
Ontario, Canada
$393K -$59K -3,162 -13%
SWP
716
Stratos Wealth Partners
Ohio
$393K +$21.7K +1,170 +6%
SSI
717
Scott & Selber Inc
Texas
$392K -$6.13K -330 -2%
SRWM
718
Shira Ridge Wealth Management
California
$392K
KFP
719
Keener Financial Planning
Texas
$390K +$390K +21,006 New
MAWA
720
Moss Adams Wealth Advisors
Washington
$390K +$173K +9,327 +80%
PFC
721
Phocas Financial Corp
California
$387K -$2.25M -121,149 -85%
GC
722
Garde Capital
Washington
$386K -$46K -2,484 -11%
S4W
723
Solutions 4 Wealth
Texas
$385K +$385K +20,724 New
IFS
724
Ifrah Financial Services
Arkansas
$384K -$181K -9,756 -32%
WCFA
725
Walkner Condon Financial Advisors
Wisconsin
$384K +$15.8K +852 +4%