We are live on ! Find out more
SCHB icon

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
PP
351
Palladium Partners
Virginia
$225K
DADC
352
D.A. Davidson & Co
Montana
$224K
RPA
353
Rock Point Advisors
Vermont
$224K +$12.5K +1,140 +6%
HIC
354
Hartline Investment Corp
Illinois
$223K -$8.2K -750 -4%
LI
355
LVZ Inc
Michigan
$222K
CCM
356
Chilton Capital Management
Texas
$221K +$220K +20,082 New
FAIM
357
Financial Advocates Investment Management
Washington
$220K +$394 +36 +0.2%
GC
358
Grimes & Company
Massachusetts
$218K
SGAM
359
Steinberg Global Asset Management
Florida
$212K +$211K +19,278 New
PSF
360
Pacific Sun Financial
California
$209K +$197K +18,060 New
RAG
361
Roof Advisory Group
Pennsylvania
$208K +$207K +18,900 New
CCP
362
Clarkston Capital Partners
Michigan
$205K -$9.84K -900 -5%
ECM
363
Evergreen Capital Management
Washington
$201K +$200K +18,300 New
GT
364
Glenmede Trust
Pennsylvania
$199K +$198K +18,114 New
AIA
365
Arcadia Investment Advisors
Idaho
$199K -$1.38K -126 -0.7%
APSP
366
Asset Planning Services (Pennsylvania)
Pennsylvania
$196K +$853 +78 +0.4%
GRP
367
Global Retirement Partners
California
$195K +$590 +54 +0.3%
MFT
368
Moisand Fitzgerald Tamayo
Florida
$184K +$9.25K +846 +5%
BWA
369
Burt Wealth Advisors
Maryland
$170K
VIA
370
Vantage Investment Advisors
Pennsylvania
$164K +$71.8K +6,570 +79%
PA
371
Parallel Advisors
California
$158K +$17.2K +1,572 +12%
TIM
372
Tortoise Investment Management
New York
$155K +$9.84K +900 +7%
VFA
373
Valeo Financial Advisors
Indiana
$142K +$14.4K +1,320 +12%
GBBWRPM
374
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$139K
Bank of Montreal
375
Bank of Montreal
Ontario, Canada
$132K +$45.1K +4,128 +53%