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Schwab US Broad Market ETF

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $597K

187% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 55

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

15% more capital invested

Capital invested by funds: $2.07B → $2.39B (+$320M)

15% more funds holding

Funds holding: 269309 (+40)

7.03% more ownership

Funds ownership: 180.14%187.17% (+7%)

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.72%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
RW
226
REDW Wealth
New Mexico
$258K +$252K +28,572 New
AWS
227
AJ Wealth Strategies
New York
$256K +$250K +28,356 New
SHWM
228
Smith & Howard Wealth Management
Georgia
$255K +$106 +12 +0%
PI
229
Pachira Investments
California
$255K +$248K +28,200 New
NDSI
230
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$2.06K +234 +0.8%
EAM
231
Evanson Asset Management
California
$254K +$248K +28,158 New
CTA
232
Chesley Taft & Associates
Illinois
$250K +$30.4K +3,450 +14%
Fidelity Investments
233
Fidelity Investments
Massachusetts
$249K +$18.1K +2,058 +8%
LWAC
234
Laurel Wealth Advisors (California)
California
$249K +$243K +27,600 New
NHC
235
Nicholas Hoffman & Company
Georgia
$246K -$2.48K -282 -1%
SI
236
SII Investments
Wisconsin
$246K +$26.3K +2,988 +12%
NPPM
237
North Point Portfolio Managers
Ohio
$244K
HWA
238
Heritage Way Advisors
Illinois
$239K +$233K +26,418 New
GLA
239
Good Life Advisors
Pennsylvania
$236K +$227K +25,770 New
HSA
240
HBK Sorce Advisory
Pennsylvania
$235K +$6.55K +744 +3%
WA
241
Wealth Architects
California
$234K +$211 +24 +0.1%
LWMT
242
Legacy Wealth Management (Tennessee)
Tennessee
$234K +$15K +1,704 +7%
AWM
243
Avior Wealth Management
Nebraska
$230K -$4.55K -516 -2%
PIM
244
Penobscot Investment Management
Massachusetts
$225K +$219K +24,876 New
GC
245
Garde Capital
Washington
$225K +$220K +24,930 New
CCP
246
Clarkston Capital Partners
Michigan
$221K +$4.23K +480 +2%
WCM
247
Weik Capital Management
Pennsylvania
$221K +$215K +24,450 New
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$221K +$216K +24,474 New
HIC
249
Hartline Investment Corp
Illinois
$217K +$211K +23,976 New
SWM
250
Stockman Wealth Management
Montana
$213K -$12.2K -1,380 -6%