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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$4.8M +$1.4M +81,060 +41%
WKWM
202
Walter & Keenan Wealth Management
Indiana
$4.72M -$27.4K -1,590 -0.6%
GAM
203
Garrison Asset Management
Arkansas
$4.71M -$102K -5,943 -2%
SFWC
204
Strategic Family Wealth Counselors
New Jersey
$4.71M +$12.7K +738 +0.3%
WFA
205
Wade Financial Advisory
California
$4.69M -$4.34K -252 -0.1%
PMG
206
ProVise Management Group
Florida
$4.63M +$103 +6 +0%
PA
207
Parallel Advisors
California
$4.6M -$130K -7,569 -3%
SWM
208
SeaCrest Wealth Management
New York
$4.6M -$182K -10,581 -4%
VA
209
Valmark Advisers
Ohio
$4.57M +$54.4K +3,159 +1%
ICM
210
Islay Capital Management
Texas
$4.5M +$1.72M +99,603 +62%
NRI
211
NFP Retirement Inc
California
$4.49M +$4.05M +235,299 +940%
BPA
212
Beacon Pointe Advisors
California
$4.47M +$201K +11,664 +5%
BFPW
213
BOK Financial Private Wealth
Colorado
$4.46M -$195K -11,331 -4%
RSWM
214
Robertson Stephens Wealth Management
California
$4.44M +$78.1K +4,530 +2%
LIM
215
Leavell Investment Management
Alabama
$4.4M +$259K +15,051 +6%
MPI
216
Mairs & Power Inc
Minnesota
$4.38M -$274K -15,900 -6%
CPA
217
Cardiff Park Advisors
California
$4.38M +$23.3K +1,350 +0.5%
JPMorgan Chase & Co
218
JPMorgan Chase & Co
New York
$4.35M +$476K +27,627 +12%
WBCM
219
Wilson & Boucher Capital Management
California
$4.35M -$2.53K -147 -0.1%
WCM
220
Whitener Capital Management
North Carolina
$4.35M +$138K +7,980 +3%
Chevy Chase Trust
221
Chevy Chase Trust
Maryland
$4.34M
AOWM
222
Alpha Omega Wealth Management
Virginia
$4.31M -$54.5K -3,162 -1%
FA
223
Fagan Associates
New York
$4.25M -$9.88K -573 -0.2%
CSWM
224
Cassady Schiller Wealth Management
Ohio
$4.21M +$99.3K +5,760 +2%
RWM
225
RKL Wealth Management
Pennsylvania
$4.16M +$48.2K +2,799 +1%