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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
WWM
401
Willingdon Wealth Management
North Carolina
$53K
KC
402
KHP Capital
Oklahoma
$50K
EWM
403
Elmwood Wealth Management
California
$49.8K
US Bancorp
404
US Bancorp
Minnesota
$49K +$6.56K +600 +16%
BCA
405
Bay Colony Advisors
Massachusetts
$48K +$47.3K +4,326 New
ACA
406
Atlas Capital Advisors
Wyoming
$46K +$44.3K +4,050 New
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$44K -$56.8K -5,196 -56%
MFW
408
Mosaic Family Wealth
Missouri
$43K
NC
409
NewSquare Capital
Pennsylvania
$42K
CCM
410
Covington Capital Management
California
$41K
PCFFS
411
Pacific Center for Financial Services
California
$41K +$5.38K +492 +15%
WT
412
Washington Trust
Rhode Island
$38K +$37.7K +3,450 New
PMFA
413
Plante Moran Financial Advisors
Michigan
$37K
MCM
414
MV Capital Management
Maryland
$35K
PO
415
Private Ocean
California
$35K +$66 +6 +0.2%
SEI Investments
416
SEI Investments
Pennsylvania
$30K -$313K -28,590 -91%
GWS
417
Glassman Wealth Services
Virginia
$30K
TVWM
418
Tower View Wealth Management
Wisconsin
$27K
QAM
419
QCI Asset Management
New York
$25K -$10.8K -990 -31%
GWM
420
Geneos Wealth Management
Colorado
$23K
IWP
421
Icon Wealth Partners
Texas
$23K +$22.4K +2,046 New
AIM
422
Advantage Investment Management
Iowa
$21K
YWP
423
YorkBridge Wealth Partners
New York
$21K
SWA
424
Sutton Wealth Advisors
Florida
$16.1K +$4.07K +372 +34%
TCM
425
Tradewinds Capital Management
Washington
$16K