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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
HR
451
Howe & Rusling
New York
$4K +$3.54K +324 New
PAI
452
Pittenger & Anderson Inc
Nebraska
$3K +$3.48K +318 New
PMG
453
ProVise Management Group
Florida
$2.02K +$132K +12,048 +7%
BC
454
Barnett & Company
Tennessee
$2K +$1.31K +120 +143%
PG
455
Patten Group
Tennessee
$2K +$2.3K +210 New
DSC
456
Duncker Streett & Co
Missouri
$1K
FMP
457
Financial Management Professionals
Texas
$1K
LFG
458
LifePlan Financial Group
Ohio
$1K
TFA
459
Toth Financial Advisory
Virginia
$1K
NDSI
460
Newman Dignan & Sheerar Inc
Rhode Island
$421 +$5.38K +492 +1%
FRA
461
Front Row Advisors
California
$185
TP
462
Truvvo Partners
New York
-$4.61M -1,119,456 Closed
Susquehanna International Group
463
Susquehanna International Group
Pennsylvania
-$4.48M -409,458 Closed
TRCT
464
Tower Research Capital (TRC)
New York
-$2.07M -194,754 Closed
EWA
465
EP Wealth Advisors
California
-$780K -73,410 Closed
SLA
466
Silver Lake Advisory
Utah
-$486K -45,744 Closed
IC
467
Iconiq Capital
California
-$457K -43,008 Closed
TH
468
Timber Hill
Connecticut
-$317K -29,856 Closed
CWM
469
Cabot Wealth Management
Massachusetts
-$262K -24,630 Closed
CAN
470
Cetera Advisor Networks
California
-$250K -23,382 Closed
PPA
471
Parametric Portfolio Associates
Washington
-$217K -20,442 Closed
EHPM
472
Emery Howard Portfolio Management
California
-$201K -18,888 Closed
CDIA
473
Capital Directions Investment Advisors
Georgia
-$144K -13,500 Closed
BCP
474
Blackhawk Capital Partners
Wisconsin
-$121K -11,358 Closed
SWP
475
Stratos Wealth Partners
Ohio
-$70K -6,600 Closed