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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
EA
376
Efficient Advisors
Ohio
$130K -$11K -1,008 -8%
UBS AM
377
UBS AM
Illinois
$113K
AWM
378
AllSquare Wealth Management
New York
$111K
RWA
379
Ropes Wealth Advisors
Massachusetts
$110K -$4.92K -450 -4%
MA
380
MUFG Americas
New York
$110K
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$107K -$31.5K -2,880 -23%
AIM
382
Anchor Investment Management
South Carolina
$106K +$13.1K +1,200 +14%
RFC
383
Regions Financial Corp
Alabama
$106K
WAM
384
Wealthspire Advisors (Maryland)
Maryland
$102K -$32.8K -3,000 -24%
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K +$87.6K +8,010 New
TFS
386
TrustCore Financial Services
Tennessee
$86K +$7.15K +654 +9%
CAC
387
Certified Advisory Corp
Florida
$78K +$41.9K +3,834 +117%
JWM
388
Janiczek Wealth Management
Colorado
$78K +$77.5K +7,092 New
SIAP
389
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K -$66 -6 -0.1%
ECM
390
Exchange Capital Management
Michigan
$76K +$51.4K +4,698 +210%
FHA
391
Flagship Harbor Advisors
Massachusetts
$75K +$75.2K +6,882 New
BAM
392
Barrett Asset Management
New York
$70K
BAMG
393
Brand Asset Management Group
Missouri
$67K +$66.2K +6,054 New
SSB
394
Sandy Spring Bank
Maryland
$65K -$48.5K -4,440 -43%
Deutsche Bank
395
Deutsche Bank
Germany
$63K -$152K -13,860 -71%
RFA
396
Reilly Financial Advisors
California
$62K
KJWM
397
Kiley Juergens Wealth Management
Washington
$61K +$61.1K +5,592 New
TL
398
TrueWealth LLC
Georgia
$60K +$35K +3,198 +142%
ML
399
McAdam LLC
Pennsylvania
$58K -$262 -24 -0.5%
ST
400
Smithfield Trust
Pennsylvania
$54K