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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
MML Investors Services
276
MML Investors Services
Massachusetts
$437K +$64.7K +5,916 +17%
CAG
277
Crestwood Advisors Group
Massachusetts
$437K +$99.3K +9,078 +31%
CTA
278
Chesley Taft & Associates
Illinois
$436K +$55.8K +5,100 +15%
HI
279
Hendershot Investments
Virginia
$419K +$16K +1,464 +4%
DAS
280
Dynamic Advisor Solutions
Arizona
$416K +$414K +37,848 New
BAM
281
Berkshire Asset Management
Pennsylvania
$414K -$33.1K -3,024 -7%
Mariner
282
Mariner
Kansas
$413K +$411K +37,554 New
TW
283
Transform Wealth
Colorado
$389K -$282K -25,770 -42%
CI
284
CX Institutional
Indiana
$389K +$387K +35,376 New
GP
285
Girard Partners
Pennsylvania
$377K +$1.64K +150 +0.4%
SHJ
286
Sharkey, Howes & Javer
Colorado
$370K
CWM
287
Cornerstone Wealth Management
Missouri
$370K +$1.61M +146,994 New
LWMT
288
Legacy Wealth Management (Tennessee)
Tennessee
$367K +$36.1K +3,306 +11%
VWA
289
V Wealth Advisors
Kansas
$365K +$590 +54 +0.2%
GWM
290
Greenwich Wealth Management
Connecticut
$363K
QCMNJ
291
Quantum Capital Management (New Jersey)
New Jersey
$361K -$16.1K -1,470 -4%
SB
292
Suntrust Banks
Georgia
$355K +$353K +32,262 New
GC
293
Garde Capital
Washington
$353K +$11.6K +1,062 +3%
GLA
294
Good Life Advisors
Pennsylvania
$345K +$61.2K +5,598 +22%
SAM
295
Summit Asset Management
Tennessee
$343K
William Blair & Company
296
William Blair & Company
Illinois
$340K -$206K -18,876 -38%
RWM
297
Ritholtz Wealth Management
New York
$339K -$60K -5,484 -15%
SFG
298
StrategIQ Financial Group
Indiana
$336K +$3.61K +330 +1%
RW
299
Rand Wealth
Maryland
$336K +$334K +30,546 New
NEGWA
300
New England Guild Wealth Advisors
Connecticut
$330K +$66 +6 +0%