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Schwab US Broad Market ETF

461 hedge funds and large institutions have $4.29B invested in Schwab US Broad Market ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 208 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $709K

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

66% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 125

7% more capital invested

Capital invested by funds: $4.02B → $4.29B (+$269M)

4% more funds holding

Funds holding: 443461 (+18)

3% more funds holding in top 10

Funds holding in top 10: 6466 (+2)

0.42% more ownership

Funds ownership: 209.22%209.64% (+0.42%)

Holders
461
Holders Change
+18
Holders Change %
+4.06%
% of All Funds
10.55%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.51%
New
43
Increased
208
Reduced
125
Closed
21
Calls
$1.51M
Puts
$709K
Net Calls
+$801K
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
226
Nicholas Hoffman & Company
Georgia
$797K
DPI
227
Diversified Portfolios Inc
Michigan
$785K -$7.22K -660 -0.9%
RI
228
Ridgewood Investments
New Jersey
$785K +$378K +34,578 +94%
CFA
229
Cahill Financial Advisors
Minnesota
$778K -$328 -30 -0%
PWM
230
Perigon Wealth Management
California
$764K -$4.07K -372 -0.5%
FNBOMD
231
First National Bank of Mount Dora
Florida
$759K
FCAG
232
First Capital Advisors Group
New Jersey
$757K +$80.6K +7,368 +12%
PA
233
Pinnacle Associates
New York
$755K +$1.38K +126 +0.2%
RM
234
Resource Management
Louisiana
$738K +$471K +43,080 +179%
VCP
235
Vista Capital Partners
Oregon
$737K -$2.49K -228 -0.3%
SIC
236
Sigma Investment Counselors
Michigan
$721K -$29.5K -2,700 -4%
HFA
237
Huber Financial Advisors
Illinois
$709K +$117K +10,698 +20%
SWM
238
Segment Wealth Management
Texas
$692K +$21.6K +1,980 +3%
PIM
239
Penobscot Investment Management
Massachusetts
$691K -$30.2K -2,760 -4%
RCA
240
Rowland Carmichael Advisors
Arizona
$687K
TCM
241
Twele Capital Management
Minnesota
$685K +$53.4K +4,884 +9%
BAM
242
Belpointe Asset Management
Nevada
$684K -$568K -51,996 -46%
CWM
243
Cranbrook Wealth Management
Michigan
$675K
PA
244
Perennial Advisors
New York
$645K -$57.5K -5,262 -8%
SSI
245
Scott & Selber Inc
Texas
$624K -$27.9K -2,556 -4%
CG
246
Colony Group
Massachusetts
$622K +$67.7K +6,192 +12%
IC
247
InterOcean Capital
Illinois
$621K +$139K +12,696 +29%
SFSIG
248
San Francisco Sentry Investment Group
California
$607K +$25.3K +2,310 +4%
CPIG
249
Chicago Partners Investment Group
Illinois
$598K +$252K +23,088 +74%
ACM
250
Armbruster Capital Management
New York
$592K +$328 +30 +0.1%