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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 %
AA
776
AlphaQ Advisors
Florida
$304K +$304K +16,401 New
TCWM
777
Total Clarity Wealth Management
Illinois
$304K -$38.2K -2,058 -11%
SFG
778
Sage Financial Group
Pennsylvania
$303K -$36.7K -1,980 -11%
RWG
779
Ratio Wealth Group
Colorado
$302K
CWA
780
Carolina Wealth Advisors
South Carolina
$300K +$1.06K +57 +0.4%
FCH
781
Freestone Capital Holdings
Washington
$298K +$298K +16,047 New
WFAG
782
Wescott Financial Advisory Group
Pennsylvania
$297K +$612 +33 +0.2%
BFA
783
Bill Few Associates
Pennsylvania
$296K
BWA
784
Bordeaux Wealth Advisors
California
$294K
PP
785
PDS Planning
Ohio
$294K +$167 +9 +0.1%
LOIP
786
Live Oak Investment Partners
Texas
$294K -$263K
WCM
787
WealthBridge Capital Management
Ohio
$294K -$3.67K -198 -1%
CCM
788
Coldstream Capital Management
Washington
$291K -$52.3K -2,820 -15%
AWM
789
Able Wealth Management
New Jersey
$290K +$290K +15,648 New
AFA
790
American Financial Advisors
Georgia
$290K -$2.39K -129 -0.8%
WTC
791
WhitTier Trust Company
Nevada
$285K
ONSWM
792
Old North State Wealth Management
North Carolina
$285K +$1.17K +63 +0.4%
FCIM
793
Fairview Capital Investment Management
California
$285K -$9.74K -525 -3%
OIA
794
Optimum Investment Advisors
Illinois
$282K
ACP
795
Aveo Capital Partners
Colorado
$281K -$9.3K -501 -3%
TFP
796
Traction Financial Partners
Wyoming
$281K +$281K +15,156 New
AAG
797
Armstrong Advisory Group
Massachusetts
$278K -$104K -5,622 -27%
BFM
798
Broadview Financial Management
Wisconsin
$278K +$1.17K +63 +0.4%
CAS
799
Coppell Advisory Solutions
Texas
$278K +$278K +14,976 +124,800%
CW
800
CreativeOne Wealth
Kansas
$276K +$276K +14,850 New