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Schwab US Broad Market ETF

583 hedge funds and large institutions have $6.16B invested in Schwab US Broad Market ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,333% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $15K

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

36% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 183

9% more capital invested

Capital invested by funds: $5.64B → $6.16B (+$514M)

4% more funds holding

Funds holding: 558583 (+25)

2.54% more ownership

Funds ownership: 239.09%241.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 9595 (0)

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.66%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.06%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.46M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
401
Parametric Portfolio Associates
Washington
$347K +$341K +29,514 New
ODIJL
402
One Day In July LLC
Vermont
$344K +$338K +29,298 New
ARMC
403
American Research & Management Company
Massachusetts
$342K
SB
404
Suntrust Banks
Georgia
$340K -$55.1K -4,776 -14%
Bank of New York Mellon
405
Bank of New York Mellon
New York
$336K -$178K -15,396 -35%
QCMNJ
406
Quantum Capital Management (New Jersey)
New Jersey
$334K +$3.05K +264 +0.9%
CAM
407
Cresset Asset Management
Illinois
$331K +$324K +28,044 New
AAS
408
Avantax Advisory Services
Texas
$329K -$407K -35,214 -56%
ACP
409
Aviance Capital Partners
Florida
$328K
APA
410
American Portfolios Advisors
New York
$327K +$14.9K +1,290 +5%
COI
411
Capital One Investing
Virginia
$327K +$321K +27,840 New
CW
412
CreativeOne Wealth
Kansas
$324K -$191K -16,578 -38%
SG
413
Somerset Group
Minnesota
$322K +$13.5K +1,170 +4%
OIA
414
Optimum Investment Advisors
Illinois
$320K
CG
415
Caprock Group
Idaho
$318K
MAS
416
Managed Account Services
Florida
$317K +$3.81K +330 +1%
DLCIG
417
D.L. Carlson Investment Group
New Hampshire
$315K -$21.3K -1,848 -6%
CL
418
Cabana LLC
Arkansas
$309K +$309K +26,802 New
PFA
419
Pinnacle Family Advisors
Missouri
$307K -$20.9K -1,806 -6%
RFA
420
Reilly Financial Advisors
California
$304K +$199K +17,256 +200%
RP
421
Rice Partnership
Hawaii
$300K +$295K +25,524 New
CB
422
CNB Bank
Pennsylvania
$291K +$286K +24,738 New
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$288K +$1.59K +138 +0.6%
WP
424
WealthSource Partners
California
$286K +$281K +24,372 New
AIM
425
Aspen Investment Management
Michigan
$284K +$13K +1,122 +5%