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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
FC
426
Ferris Capital
Massachusetts
$14K
TCOV
427
Trust Company of Vermont
Vermont
$13K
JGIA
428
Jackson Grant Investment Advisers
Connecticut
$12K
MCM
429
Manchester Capital Management
Vermont
$12K +$918 +84 +8%
CF
430
Centaurus Financial
California
$12K +$11.8K +1,080 New
POIA
431
Pin Oak Investment Advisors
Texas
$11K
QI
432
QS Investors
New York
$10K -$6.56K -600 -40%
AIA
433
Armor Investment Advisors
North Carolina
$10K
CB
434
CNB Bank
Pennsylvania
$10K +$9.51K +870 New
GI
435
Gradient Investments
Minnesota
$9K
JP Morgan Chase
436
JP Morgan Chase
New York
$9K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$9K +$8.46K +774 New
PWAG
438
Polaris Wealth Advisory Group
California
$8K
WC
439
Whitnell & Co
Illinois
$8K
BCMIO
440
Beacon Capital Management Inc (Ohio)
Ohio
$8K +$8.07K +738 New
SWP
441
Strategic Wealth Partners
Ohio
$8K +$8.07K +738 New
JCM
442
Jacobi Capital Management
Pennsylvania
$7K
SF
443
Synovus Financial
Georgia
$7K
EWM
444
Edge Wealth Management
New York
$7K +$7.22K +660 New
CCM
445
Cribstone Capital Management
Maine
$6K
JA
446
JOYN Advisors
Georgia
$5K -$33K -3,018 -87%
KCPG
447
Kavar Capital Partners Group
Kansas
$5K +$2.82K +258 +123%
SPIA
448
Steward Partners Investment Advisory
New York
$5K +$2.82K +258 +126%
BIMC
449
Benson Investment Management Company
Virginia
$4K
FFW
450
Fusion Family Wealth
New York
$4K