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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 %
HWA
776
Heritage Wealth Advisors
Virginia
$237K
CAP
777
Columbia Advisory Partners
Washington
$237K
CFA
778
Cahill Financial Advisors
Minnesota
$236K +$775 +45 +0.3%
TFA
779
Triad Financial Advisors
North Carolina
$233K
NCM
780
Narwhal Capital Management
Georgia
$232K -$2.9K -168 -1%
DFC
781
DB Fitzpatrick & Co
Idaho
$231K +$33.9K +1,965 +17%
PMFA
782
Plante Moran Financial Advisors
Michigan
$229K -$21.7K -1,260 -9%
PFP
783
Pinnacle Financial Partners
Tennessee
$225K
FBB
784
Fulton Breakefield Broenniman
Maryland
$221K -$32.4K -1,878 -13%
OPWM
785
Oxinas Partners Wealth Management
Indiana
$221K -$362 -21 -0.2%
MA
786
MONECO Advisors
Connecticut
$221K
CWS
787
Cypress Wealth Services
California
$220K -$2.74K -156 -1%
VWM
788
Vigilare Wealth Management
Arizona
$220K +$103 +6 +0%
ANB
789
Amarillo National Bank
Texas
$219K
CIM
790
Chapman Investment Management
California
$218K +$218K +12,645 New
CIA
791
Choate Investment Advisors
Massachusetts
$218K
WFS
792
Walker Financial Services
Kentucky
$218K -$207 -12 -0.1%
LF
793
LifeSteps Financial
California
$217K +$217K +12,564 New
FFWA
794
FRG Family Wealth Advisors
Washington
$216K +$52 +3 +0%
AIM
795
Aurora Investment Managers
Florida
$216K -$1.86K -108 -0.9%
EW
796
Element Wealth
Mississippi
$216K +$35.2K +2,040 +19%
LFG
797
Larson Financial Group
Missouri
$216K +$5.22K +303 +2%
BMD
798
Better Money Decisions
New Mexico
$215K +$215K +12,495 New
BFA
799
Beaumont Financial Advisors
Massachusetts
$214K +$214K +12,426 New
PP
800
Patten & Patten
Tennessee
$213K +$213K +12,387 New