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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
HWA
326
Heritage Way Advisors
Illinois
$267K
SG
327
Somerset Group
Minnesota
$265K +$40K +3,660 +18%
DAM
328
Delta Asset Management
Tennessee
$264K
FF
329
Friedenthal Financial
New Jersey
$263K -$615K -56,262 -70%
PA
330
Paracle Advisors
Washington
$258K
AIM
331
Aspen Investment Management
Michigan
$257K +$14.7K +1,344 +6%
SAM
332
Smithbridge Asset Management
Pennsylvania
$257K +$255K +23,322 New
Cerity Partners
333
Cerity Partners
New York
$253K -$16K -1,464 -6%
FFWA
334
FRG Family Wealth Advisors
Washington
$253K
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$252K +$2.1K +192 +0.8%
MAM
336
Mastrapasqua Asset Management
Tennessee
$252K +$250K +22,908 New
F
337
F3Logic
Minnesota
$251K -$584K -53,406 -70%
CCM
338
Carlson Capital Management
Minnesota
$250K +$5.51K +504 +2%
CA
339
Cetera Advisors
Colorado
$246K -$43.6K -3,984 -15%
EAM
340
Evanson Asset Management
California
$244K
SMFS
341
Squar Milner Financial Services
California
$243K
SHA
342
Seneca House Advisors
Virginia
$243K +$16.2K +1,482 +7%
AWM
343
Avior Wealth Management
Nebraska
$242K +$1.38K +126 +0.6%
SWM
344
Stockman Wealth Management
Montana
$238K
RCAG
345
Rehmann Capital Advisory Group
Michigan
$233K
WA
346
Wealth Architects
California
$233K +$9.71K +888 +4%
PWMAG
347
Pinnacle Wealth Management Advisory Group
New Jersey
$231K
AMIM
348
Aull & Monroe Investment Management
Alabama
$229K +$228K +20,862 New
LWAC
349
Laurel Wealth Advisors (California)
California
$228K
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$226K +$66 +6 +0%