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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 %
SHA
751
Seneca House Advisors
Virginia
$334K +$7.4K +399 +2%
UAS
752
United Asset Strategies
New York
$334K -$56 -3 -0%
VIA
753
Vickerman Investment Advisors
Washington
$334K +$4.4K +237 +1%
OWM
754
OneAscent Wealth Management
Alabama
$333K +$333K +17,952 New
CAM
755
Cubic Asset Management
Massachusetts
$333K
SPWM
756
Schrum Private Wealth Management
Florida
$331K
BWP
757
Baldwin Wealth Partners
Massachusetts
$331K +$334 +18 +0.1%
SFP
758
Shepherd Financial Partners
Massachusetts
$328K +$1.11K +60 +0.3%
CAL
759
Capital Analysts LLC
Pennsylvania
$328K +$107K +5,766 +48%
SCM
760
Schnieders Capital Management
California
$328K
DWM
761
Dakota Wealth Management
Florida
$327K +$5.85K +315 +2%
FFM
762
Forum Financial Management
Illinois
$326K +$111 +6 +0%
SSA
763
Sierra Summit Advisors
Nevada
$325K +$325K +17,535 New
BWA
764
Burt Wealth Advisors
Maryland
$322K
BDF
765
Black Diamond Financial
Maryland
$321K +$1.45K +78 +0.5%
PO
766
Private Ocean
California
$321K +$1.23K +66 +0.4%
FRA
767
Front Row Advisors
California
$320K
AMM
768
American Money Management
California
$315K
JC
769
Jacobs & Co
California
$314K
KA
770
Klingman & Associates
New York
$312K
GLA
771
Good Life Advisors
Pennsylvania
$312K +$1.28K +69 +0.4%
YAL
772
Your Advocates Ltd
Texas
$308K +$1.28K +69 +0.4%
SRC
773
Sage Rhino Capital
California
$307K +$1.06K +57 +0.3%
BC
774
Brio Consultants
California
$307K +$53.7K +2,895 +21%
MIM
775
Moseley Investment Management
Florida
$306K -$3.34K -180 -1%