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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 %
PP
851
Patten & Patten
Tennessee
$230K
CCB
852
Cutter & Co Brokerage
Missouri
$229K +$229K +12,354 New
SM
853
Sensible Money
Arizona
$229K +$167 +9 +0.1%
FBB
854
Fulton Breakefield Broenniman
Maryland
$229K -$3.12K -168 -1%
GBWM
855
Granite Bay Wealth Management
New Hampshire
$228K
OPWM
856
Oxinas Partners Wealth Management
Indiana
$224K -$5.96K -321 -3%
SIMC
857
Squire Investment Management Company
Utah
$223K +$223K +12,000 New
CGA
858
Crescent Grove Advisors
Illinois
$223K +$223K +12,000 New
TWM
859
Tanager Wealth Management
United Kingdom
$222K +$222K +11,988 New
LF
860
LifeSteps Financial
California
$222K -$15.8K -849 -7%
PWP
861
Precedent Wealth Partners
Texas
$221K +$221K +11,922 New
SG
862
StoneX Group
New York
$221K +$221K +11,907 New
CCMI
863
Creative Capital Management Investments
California
$219K
PPA
864
Painted Porch Advisors
California
$219K +$219K +11,778 New
AP
865
Americana Partners
Texas
$218K +$218K +11,748 New
CIM
866
Chapman Investment Management
California
$218K +$218K +11,745 New
RP
867
Riverwater Partners
Wisconsin
$216K +$216K +11,616 New
CA
868
Claris Advisors
Missouri
$215K +$215K +11,559 New
Bessemer Group
869
Bessemer Group
New Jersey
$214K +$112K +6,045 +110%
NP
870
NorthRock Partners
Minnesota
$213K +$213K +11,505 New
EHC
871
Everett Harris & Co
California
$212K +$212K +11,400 New
SCA
872
Snowden Capital Advisors
New York
$211K +$211K +11,355 New
SG
873
Somerset Group
Minnesota
$209K +$209K +11,289 New
CCM
874
Condor Capital Management
New Jersey
$209K +$209K +11,235 New
SAM
875
Silvercrest Asset Management
New York
$208K +$208K +11,226 New