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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
ACP
301
Aviance Capital Partners
Florida
$329K
BIA
302
BHK Investment Advisors
Alabama
$327K +$325K +29,688 New
PI
303
Pachira Investments
California
$323K +$12K +1,098 +4%
RWA
304
River Wealth Advisors
Pennsylvania
$323K +$28.7K +2,628 +10%
ARMC
305
American Research & Management Company
Massachusetts
$320K +$6.56K +600 +2%
MA
306
MCF Advisors
Kentucky
$318K +$49.3K +4,506 +18%
TWA
307
TCI Wealth Advisors
Arizona
$316K
S
308
SignatureFD
Georgia
$315K +$155K +14,178 +98%
JC
309
Jacobs & Co
California
$309K +$11.8K +1,080 +4%
GI
310
GS Investments
Minnesota
$308K -$5.64K -516 -2%
AWA
311
Arete Wealth Advisors
Illinois
$300K -$31.8K -2,910 -10%
OIA
312
Optimum Investment Advisors
Illinois
$299K
NPPM
313
North Point Portfolio Managers
Ohio
$297K
KBFS
314
Kohmann Bosshard Financial Services
Ohio
$294K
EWM
315
Empirical Wealth Management
Washington
$294K +$77.1K +7,056 +36%
LA
316
Leonetti & Associates
Illinois
$285K +$52.5K +4,800 +23%
WPA
317
West Paces Advisors
Georgia
$280K +$459 +42 +0.2%
FCIM
318
Fairview Capital Investment Management
California
$274K +$272K +24,870 New
CRC
319
Curi RMB Capital
Illinois
$271K +$984 +90 +0.4%
APP
320
Avantax Planning Partners
Iowa
$270K -$84.2K -7,698 -24%
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$270K
Citigroup
322
Citigroup
New York
$270K +$92.7K +8,478 +53%
AAS
323
Annex Advisory Services
Wisconsin
$268K +$36.9K +3,378 +16%
CSIC
324
Clifford Swan Investment Counsel
California
$267K -$3.28K -300 -1%
BFC
325
Bedel Financial Consulting
Indiana
$267K