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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
EWM
276
Edge Wealth Management
New York
$56K +$18K +2,046 +49%
PA
277
Parallel Advisors
California
$49K +$47.7K +5,418 New
MCM
278
MV Capital Management
Maryland
$43K
SSB
279
Sandy Spring Bank
Maryland
$43K
RFA
280
Reilly Financial Advisors
California
$35K -$22.8K -2,586 -40%
SIAP
281
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K +$29.1K +3,300 New
CIA
282
Cascade Investment Advisors
Oregon
$28.4K +$27.8K +3,150 New
VIA
283
Vantage Investment Advisors
Pennsylvania
$23K
FPFS
284
First Personal Financial Services
North Carolina
$22K
PO
285
Private Ocean
California
$21K +$106 +12 +0.5%
TCM
286
Tradewinds Capital Management
Washington
$19K -$5.45K -618 -23%
GWS
287
Glassman Wealth Services
Virginia
$15K
SIG
288
Stanford Investment Group
California
$12K +$53 +6 +0.5%
BIMC
289
Benson Investment Management Company
Virginia
$11K +$10.5K +1,188 New
SF
290
Synovus Financial
Georgia
$11K +$10.6K +1,200 New
YWP
291
YorkBridge Wealth Partners
New York
$11K +$10.6K +1,200 New
FTUS
292
Flow Traders U.S.
New York
$10K -$250K -28,428 -96%
AIM
293
Anchor Investment Management
South Carolina
$8.4K
AIA
294
Armor Investment Advisors
North Carolina
$8K +$7.93K +900 New
SWA
295
Sutton Wealth Advisors
Florida
$7.58K
MCM
296
Manchester Capital Management
Vermont
$7K
WCM
297
Wealthcare Capital Management
Virginia
$7K
WC
298
Whitnell & Co
Illinois
$7K
GRP
299
Global Retirement Partners
California
$7K +$6.77K +768 New
PCFFS
300
Pacific Center for Financial Services
California
$4K +$3.7K +420 New