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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
BAM
251
Berkshire Asset Management
Pennsylvania
$209K
CWM
252
Cranbrook Wealth Management
Michigan
$208K +$203K +23,058 New
WAM
253
Weatherly Asset Management
California
$203K +$198K +22,530 New
BWA
254
Burt Wealth Advisors
Maryland
$192K +$846 +96 +0.5%
DADC
255
D.A. Davidson & Co
Montana
$184K
KKAMG
256
Kernodle & Katon Asset Management Group
Arkansas
$175K +$125K +14,220 +273%
SEIA
257
Signature Estate & Investment Advisors
California
$171K +$1.06K +120 +0.6%
TWA
258
TCI Wealth Advisors
Arizona
$162K +$899 +102 +0.6%
GBBWRPM
259
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$132K +$793 +90 +0.6%
ARMC
260
American Research & Management Company
Massachusetts
$128K +$39.6K +4,500 +46%
TFO
261
Tarbox Family Office
California
$124K +$121K +13,734 New
ST
262
Smithfield Trust
Pennsylvania
$104K +$49.4K +5,610 +95%
US Bancorp
263
US Bancorp
Minnesota
$93K
KT
264
Kanaly Trust
Texas
$92K
MA
265
MUFG Americas
New York
$91K -$12.4K -1,404 -12%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$89K +$21K +2,388 +32%
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$77K +$476 +54 +0.6%
APSP
268
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K +$476 +54 +0.7%
JIC
269
Joel Isaacson & Co
New York
$70K
AWM
270
AllSquare Wealth Management
New York
$69K
CPIG
271
Chicago Partners Investment Group
Illinois
$67K +$32.1K +3,642 +95%
HCC
272
Hirtle Callaghan & Co
Pennsylvania
$66K +$64.6K +7,332 New
Bank of Montreal
273
Bank of Montreal
Ontario, Canada
$59K +$24.1K +2,730 +70%
BAM
274
Barrett Asset Management
New York
$58K +$2.64K +300 +5%
TIM
275
Tortoise Investment Management
New York
$56K