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Schwab US Broad Market ETF

651 hedge funds and large institutions have $4.9B invested in Schwab US Broad Market ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 253 increasing their positions, 267 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-30
Holders Change %
-4.41%
% of All Funds
14.38%
Holding in Top 10
100
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.09%
% of All Funds
2.21%
New
55
Increased
253
Reduced
267
Closed
72
Calls
$3.8M
Puts
$1.31M
Net Calls
+$2.49M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
FNC
401
First National Corp
Massachusetts
$479K -$658K -990,876 -58%
NDSI
402
Newman Dignan & Sheerar Inc
Rhode Island
$479K -$3.89M -358,686 -89%
CA
403
Cetera Advisors
Colorado
$471K -$29.8K -2,964 -6%
Bank of New York Mellon
404
Bank of New York Mellon
New York
$457K +$171K +16,944 +60%
LW
405
Linscomb Wealth
Texas
$457K +$220K +21,822 +93%
HIC
406
Holderness Investments Company
North Carolina
$456K +$456K +45,228 New
GC
407
Garde Capital
Washington
$455K +$128K +12,720 +39%
CIC
408
Carnegie Investment Counsel
Ohio
$451K -$11.1K -1,098 -2%
EGWAG
409
Elwood & Goetz Wealth Advisory Group
Georgia
$450K -$92.2K -9,156 -17%
HIM
410
Hanlon Investment Management
New Jersey
$450K +$30.1K +2,988 +7%
AFP
411
Ausdal Financial Partners
Iowa
$443K +$161K +14,604 +57%
WAM
412
Weatherly Asset Management
California
$442K -$81.9K -8,130 -16%
ECG
413
EPIQ Capital Group
California
$442K +$2.48K +246 +0.6%
TAM
414
Townsend Asset Management
North Carolina
$441K +$18.2K +1,806 +4%
VCM
415
Vigilant Capital Management
Maine
$434K -$17K -1,686 -4%
PP
416
PDS Planning
Ohio
$432K +$432K +42,864 New
WWM
417
Windsor Wealth Management
Indiana
$431K +$91.5K +9,078 +27%
IWM
418
IHT Wealth Management
Illinois
$429K -$203K -20,100 -32%
WCM
419
WealthBridge Capital Management
Ohio
$428K +$121 +12 +0%
CWM
420
Cranbrook Wealth Management
Michigan
$425K
ATC
421
Argent Trust Co
Tennessee
$425K
BCM
422
Bowie Capital Management
Texas
$423K +$212K +21,000 +100%
VCM
423
Versant Capital Management
Arizona
$420K -$318K -31,584 -43%
MIA
424
MainStreet Investment Advisors
Illinois
$419K
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$419K