SCHB icon

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 %
CFGS
851
Concourse Financial Group Securities
Alabama
$61.6K
TRCT
852
Tower Research Capital (TRC)
New York
$59K -$2.73M -158,598 -98%
Bessemer Group
853
Bessemer Group
New Jersey
$58K +$15.5K +906 +37%
NG
854
NWK Group
California
$57.6K
ODG
855
O'Dell Group
Ohio
$57K +$57K +3,306 New
MAM
856
Marquette Asset Management
Minnesota
$55.4K +$4.03K +234 +8%
NIC
857
Northwest Investment Counselors
Oregon
$53.9K +$21.5K +1,245 +66%
HFS
858
Hantz Financial Services
Michigan
$53K +$155 +9 +0.3%
AssetMark Inc
859
AssetMark Inc
California
$52.3K +$52.2K +3,030 +101,000%
PG
860
Prostatis Group
Maryland
$49.1K +$49.1K +140,499 New
JFA
861
JNBA Financial Advisors
Minnesota
$47.4K
CTC
862
Central Trust Company
Missouri
$47K
WP
863
WealthPLAN Partners
Nebraska
$46.7K
FGAM
864
Financial Gravity Asset Management
Texas
$46.6K +$3.58K +12 +8%
HRC
865
Hoertkorn Richard Charles
$46.5K
AWM
866
Angeles Wealth Management
California
$41.4K
HCM
867
Hollencrest Capital Management
California
$40.9K
GGI
868
Godsey & Gibb Inc
Virginia
$40.1K
NC
869
NewSquare Capital
Pennsylvania
$39.9K +$37.4K +2,169 +1,446%
MCM
870
Manchester Capital Management
Vermont
$38.6K
SIS
871
Strategic Investment Solutions
Illinois
$38.6K -$196 -12 -0.5%
RIA
872
Realta Investment Advisors
Delaware
$37.4K +$37.4K +2,172 New
Group One Trading
873
Group One Trading
Illinois
$36.2K +$36.2K +2,100 New
RWM
874
Ruedi Wealth Management
Illinois
$33.8K
FHA
875
First Horizon Advisors
Tennessee
$32.9K