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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
MCM
426
Maxim Capital Management
California
$283K -$1.25K -108 -0.4%
PNC Financial Services Group
427
PNC Financial Services Group
Pennsylvania
$283K +$162K +14,058 +141%
CC
428
Cadinha & Co
Hawaii
$280K +$19.5K +1,692 +8%
CCM
429
Canal Capital Management
Virginia
$279K +$274K +23,760 New
TW
430
Transform Wealth
Colorado
$277K -$2.01K -174 -0.7%
SFG
431
StrategIQ Financial Group
Indiana
$276K -$13.4K -1,164 -5%
HW
432
Hamilton Wealth
California
$276K +$272K +23,514 New
AMIM
433
Aull & Monroe Investment Management
Alabama
$275K
GRP
434
Global Retirement Partners
California
$275K +$4.37K +378 +2%
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$275K +$41.8K +3,618 +18%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$274K +$61.7K +5,346 +30%
KBFS
437
Kohmann Bosshard Financial Services
Ohio
$273K -$40.7K -3,522 -13%
PFS
438
Prospera Financial Services
Texas
$271K +$263K +22,758 New
MAM
439
Mastrapasqua Asset Management
Tennessee
$268K
APP
440
Avantax Planning Partners
Iowa
$265K +$1.59K +138 +0.6%
FIM
441
Frontier Investment Management
Texas
$263K +$7.34K +636 +3%
EAM
442
Evanson Asset Management
California
$261K
TFS
443
TrustCore Financial Services
Tennessee
$261K +$49.8K +4,314 +24%
RPA
444
Rock Point Advisors
Vermont
$260K +$11.8K +1,020 +5%
HWA
445
Heritage Way Advisors
Illinois
$252K -$10.2K -882 -4%
GC
446
Grimes & Company
Massachusetts
$252K +$2.77K +240 +1%
RCAG
447
Rehmann Capital Advisory Group
Michigan
$249K
VCWA
448
Vanguard Capital Wealth Advisors
Colorado
$249K -$21.1K -1,830 -8%
CCM
449
Carlson Capital Management
Minnesota
$249K -$1.18K -102 -0.5%
PWM
450
Perigon Wealth Management
California
$247K -$26.7K -2,310 -10%