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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
BCM
451
Bowie Capital Management
Texas
$247K +$242K +21,000 New
LW
452
Linscomb Wealth
Texas
$246K +$242K +20,946 New
AWM
453
Avior Wealth Management
Nebraska
$245K -$277 -24 -0.1%
BPM
454
Bowling Portfolio Management
Ohio
$242K -$317K -27,492 -57%
MFT
455
Moisand Fitzgerald Tamayo
Florida
$242K +$1.11K +96 +0.5%
CA
456
Cortland Associates
Missouri
$241K
WA
457
Wealth Architects
California
$241K +$485 +42 +0.2%
WAP
458
Wealthcare Advisory Partners
Pennsylvania
$232K -$17.4K -1,506 -7%
PWMAG
459
Pinnacle Wealth Management Advisory Group
New Jersey
$228K
PWM
460
Paulson Wealth Management
Illinois
$226K +$901 +78 +0.4%
MCM
461
Mengis Capital Management
Oregon
$225K +$7.48K +648 +3%
PSF
462
Pacific Sun Financial
California
$223K +$219K +18,960 New
ECM
463
Evergreen Capital Management
Washington
$215K
HIC
464
Hartline Investment Corp
Illinois
$214K -$10.4K -900 -5%
CAMG
465
CWA Asset Management Group
Florida
$213K
Baird Financial Group
466
Baird Financial Group
Wisconsin
$212K +$208K +18,006 New
APSP
467
Asset Planning Services (Pennsylvania)
Pennsylvania
$208K
SCM
468
Schnieders Capital Management
California
$208K
SFP
469
Shepherd Financial Partners
Massachusetts
$205K +$201K +17,406 New
Citigroup
470
Citigroup
New York
$204K -$1.87K -162 -0.9%
CL
471
CPWM LLC
Washington
$204K +$201K +17,382 New
IWC
472
Integrated Wealth Concepts
Massachusetts
$203K +$194K +16,788 New
PAM
473
Premier Asset Management
Illinois
$203K +$200K +17,310 New
PFM
474
Parsec Financial Management
North Carolina
$201K +$198K +17,136 New
Cerity Partners
475
Cerity Partners
New York
$200K +$196K +16,992 New