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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 %
AFA
751
American Financial Advisors
Georgia
$260K +$879 +51 +0.3%
TP
752
Tranquility Partners
Tennessee
$258K -$5.02K -291 -2%
BFM
753
Broadview Financial Management
Wisconsin
$256K +$931 +54 +0.4%
CWM
754
Connecticut Wealth Management
Connecticut
$256K +$52 +3 +0%
WP
755
WealthShield Partners
North Carolina
$255K -$78.2K -4,539 -23%
FA
756
Fiduciary Alliance
South Carolina
$255K +$1.4K +81 +0.6%
AAS
757
Avantax Advisory Services
Texas
$255K +$33.3K +1,935 +15%
LWM
758
Ledge Wealth Management
Minnesota
$254K -$414 -24 -0.2%
UB
759
UMB Bank
Missouri
$253K
PP
760
PDS Planning
Ohio
$249K -$70.9K -4,113 -22%
QCMNJ
761
Quantum Capital Management (New Jersey)
New Jersey
$247K +$4.29K +249 +2%
PSCM
762
Per Stirling Capital Management
Texas
$247K -$7.39K -429 -3%
VCM
763
Versant Capital Management
Arizona
$247K +$879 +51 +0.4%
BAWC
764
Boyce & Associates Wealth Consulting
Texas
$247K -$14.4K -837 -6%
CGPCS
765
Capital Group Private Client Services
California
$247K +$776 +45 +0.3%
PK
766
Pflug Koory
Nebraska
$247K
CCP
767
Clarkston Capital Partners
Michigan
$246K
CWA
768
Carolina Wealth Advisors
South Carolina
$245K +$6.1K +354 +3%
CWM
769
C2C Wealth Management
Arizona
$243K +$158 +9 +0.1%
OCM
770
Osterweis Capital Management
California
$242K -$224K
GLLW
771
Graves Light Lenhart Wealth
Virginia
$241K
PI
772
Pachira Investments
California
$241K +$241K +13,962 New
AC
773
Apella Capital
Connecticut
$240K +$240K +13,929 New
SM
774
Sensible Money
Arizona
$238K +$52 +3 +0%
CIP
775
Capital Insight Partners
Arizona
$238K