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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 %
CAS
801
Coppell Advisory Solutions
Texas
$212K -$105K -6,147 -33%
TB
802
Treynor Bancshares
Iowa
$210K +$210K +12,204 New
CW
803
CreativeOne Wealth
Kansas
$210K -$164K -9,483 -44%
CGA
804
Crescent Grove Advisors
Illinois
$207K +$207K +12,000 New
SFS
805
Solitude Financial Services
Virginia
$207K +$207K +12,000 New
TFS
806
Thoroughbred Financial Services
Tennessee
$206K -$86.5K -5,034 -30%
MW
807
Marcum Wealth
Ohio
$206K +$206K +11,946 New
CAL
808
Capital Analysts LLC
Pennsylvania
$204K +$722 +42 +0.4%
CCMI
809
Creative Capital Management Investments
California
$203K -$61.2K -3,549 -23%
MFT
810
Moisand Fitzgerald Tamayo
Florida
$203K -$3.77K -219 -2%
AWA
811
Arkadios Wealth Advisors
Georgia
$202K +$202K +11,748 New
AP
812
Americana Partners
Texas
$202K +$202K +11,748 New
RP
813
Riverwater Partners
Wisconsin
$200K +$200K +11,616 New
MM
814
Main Management
California
$193K -$29.2K -1,695 -13%
AIA
815
Armor Investment Advisors
North Carolina
$190K +$55.8K +3,237 +41%
EWA
816
EverSource Wealth Advisors
Alabama
$177K +$124K +7,200 +235%
AWM
817
Abound Wealth Management
Tennessee
$161K -$24.7K -1,434 -13%
MAWA
818
Moss Adams Wealth Advisors
Washington
$157K +$258 +15 +0.2%
GWANC
819
Guardian Wealth Advisors (North Carolina)
North Carolina
$150K
Citigroup
820
Citigroup
New York
$144K -$52.8K -3,066 -27%
SIC
821
SJS Investment Consulting
Ohio
$142K -$12.3K -714 -8%
CA
822
Clearstead Advisors
Ohio
$139K +$72.7K +4,221 +110%
TWP
823
TFO Wealth Partners
Ohio
$138K
SSB
824
Sandy Spring Bank
Maryland
$136K +$155 +9 +0.1%
SPIA
825
Steward Partners Investment Advisory
New York
$133K