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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 %
MM
876
Main Management
California
$208K
PMFA
877
Plante Moran Financial Advisors
Michigan
$208K -$39.3K -2,115 -16%
WPC
878
Wedmont Private Capital
Pennsylvania
$207K +$207K +11,199 New
BTI
879
Blue Trust Inc
Georgia
$207K
AWA
880
Arkadios Wealth Advisors
Georgia
$205K +$205K +11,046 New
GFP
881
Guardian Financial Partners
California
$204K +$204K +10,971 New
LA
882
LexAurum Advisors
Kansas
$203K +$203K +10,950 New
CPSAC
883
Chas P. Smith & Associates (CPS)
Florida
$203K -$94.5K -5,100 -32%
GCIM
884
Gunn & Company Investment Management
Florida
$203K +$203K +10,950 New
CA
885
Carson Advisory
Georgia
$202K +$202K +10,902 New
MFT
886
Moisand Fitzgerald Tamayo
Florida
$197K -$15.4K -828 -7%
AIA
887
Armor Investment Advisors
North Carolina
$192K -$12.9K -693 -6%
OCM
888
Orion Capital Management
California
$192K +$141K +7,581 +276%
PCA
889
Providence Capital Advisors
North Carolina
$184K +$171K +9,228 +1,373%
OCM
890
Osterweis Capital Management
California
$178K -$159K
GWANC
891
Guardian Wealth Advisors (North Carolina)
North Carolina
$174K +$11.7K +630 +7%
Qube Research & Technologies (QRT)
892
Qube Research & Technologies (QRT)
United Kingdom
$173K -$117K -6,324 -40%
Citigroup
893
Citigroup
New York
$167K -$3.23K -174 -2%
NFA
894
Northwest Financial Advisors
Virginia
$166K +$166K +8,943 New
DFC
895
DB Fitzpatrick & Co
Idaho
$154K +$4.79K +258 +3%
SIC
896
SJS Investment Consulting
Ohio
$153K
CCP
897
Clarkston Capital Partners
Michigan
$153K -$102K -5,475 -40%
SSB
898
Sandy Spring Bank
Maryland
$150K +$3.12K +168 +2%
TWP
899
TFO Wealth Partners
Ohio
$149K
FF
900
Friedenthal Financial
New Jersey
$147K +$147K +7,929 New