SCHB icon

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 %
RFC
726
Regions Financial Corp
Alabama
$287K
SFG
727
Sage Financial Group
Pennsylvania
$286K +$4.55K +264 +2%
YAL
728
Your Advocates Ltd
Texas
$284K +$1.03K +60 +0.4%
TCWM
729
Total Clarity Wealth Management
Illinois
$283K -$63.2K -3,669 -18%
SRC
730
Sage Rhino Capital
California
$283K +$879 +51 +0.3%
RWG
731
Ratio Wealth Group
Colorado
$280K +$280K +16,275 New
BFA
732
Bill Few Associates
Pennsylvania
$275K
WFAG
733
Wescott Financial Advisory Group
Pennsylvania
$275K +$517 +30 +0.2%
BWA
734
Bordeaux Wealth Advisors
California
$273K
FCIM
735
Fairview Capital Investment Management
California
$273K -$12.9K -750 -5%
AWC
736
Adamsbrown Wealth Consultants
Kansas
$273K +$26.3K +1,527 +11%
WA
737
Wealthstream Advisors
New York
$273K +$273K +15,849 New
LOIP
738
Live Oak Investment Partners
Texas
$273K -$252K
BAM
739
Belpointe Asset Management
Nevada
$272K -$1.67M -97,038 -86%
FSWA
740
Financial Synergies Wealth Advisors
Texas
$271K +$103 +6 +0%
LWM
741
Liberty Wealth Management
California
$268K -$426K -24,714 -61%
PAM
742
Private Asset Management
California
$268K
CPRC
743
Consolidated Portfolio Review Corp
New York
$266K +$2.28K +132 +0.9%
BL
744
Balentine LLC
Georgia
$266K +$266K +15,426 New
PFO
745
Pathstone Family Office
New Jersey
$265K +$265K +15,378 New
WTC
746
WhitTier Trust Company
Nevada
$265K
RAG
747
RIA Advisory Group
Iowa
$264K
ONSWM
748
Old North State Wealth Management
North Carolina
$262K +$931 +54 +0.4%
OIA
749
Optimum Investment Advisors
Illinois
$262K
CPCM
750
Cardinal Point Capital Management
Ontario, Canada
$262K +$262K +15,177 New