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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 %
AWM
926
Activest Wealth Management
Florida
$6.42K +$6.42K +252 New
CAM
927
Costello Asset Management
Pennsylvania
$6.2K
IGWM
928
ICA Group Wealth Management
Colorado
$6.2K
MIM
929
Macroview Investment Management
Maryland
$5.84K +$5.84K +339 New
CMA
930
Cedar Mountain Advisors
Oregon
$5.42K +$52 +3 +1%
HCP
931
Hexagon Capital Partners
Arkansas
$4.85K
DAM
932
Delta Asset Management
Tennessee
$3.41K -$32.7K -1,899 -91%
WFA
933
Wells Financial Advisors
Massachusetts
$3.31K
BBHC
934
Brown Brothers Harriman & Co
New York
$3.1K
BHWM
935
Beaird Harris Wealth Management
Texas
$3K
TFA
936
Toth Financial Advisory
Virginia
$2.95K
RDFA
937
Ritter Daniher Financial Advisory
Ohio
$2.43K
EWM
938
Endurance Wealth Management
Rhode Island
$2K
PTC
939
Private Trust Company
Ohio
$1.5K +$1.5K +87 New
AWM
940
AllSquare Wealth Management
New York
$1.08K -$12.7K -780 -92%
BNP Paribas Financial Markets
941
BNP Paribas Financial Markets
France
$1.03K +$1.03K +60 New
AIM
942
Arcadia Investment Management
Michigan
$621
PP
943
PFS Partners
New Jersey
$537
AP
944
Arlington Partners
Alabama
$310
GEA
945
Glen Eagle Advisors
New Jersey
$207
IA
946
IFS Advisors
Kansas
$90
BWM
947
BCS Wealth Management
Tennessee
-$1.79M -112,086 Closed
Susquehanna International Group
948
Susquehanna International Group
Pennsylvania
-$806K -50,514 Closed
GT
949
Greenleaf Trust
Michigan
-$744K -46,623 Closed
LSIA
950
LaSalle St. Investment Advisors
Illinois
-$647K -40,614 Closed