We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $597K

187% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 55

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

15% more capital invested

Capital invested by funds: $2.07B → $2.39B (+$320M)

15% more funds holding

Funds holding: 269309 (+40)

7.03% more ownership

Funds ownership: 180.14%187.17% (+7%)

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.73%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
26
Kays Financial Advisory
Georgia
$19.6M +$1.05M +118,974 +6%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$17.9M +$1.68M +190,272 +11%
NSAM
28
North Star Asset Management
Wisconsin
$17.8M +$745K +84,600 +4%
HDIM
29
Hanson & Doremus Investment Management
Vermont
$17.2M +$4.82M +546,912 +40%
Wells Fargo
30
Wells Fargo
California
$16.8M +$1.46M +165,240 +10%
SFS
31
Summit Financial Strategies
Ohio
$16.2M +$638K +72,366 +4%
K
32
Kemper
Illinois
$12.9M
BFG
33
Bouchey Financial Group
New York
$12.3M +$849K +96,336 +8%
FC
34
Financial Consulate
Maryland
$11.9M -$3.99M -453,024 -26%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M +$1.15M +130,200 +12%
FANJ
36
Financial Architects (New Jersey)
New Jersey
$11.1M +$3.83M +434,880 +55%
IA
37
IFP Advisors
Florida
$11M +$692K +78,516 +7%
CHJWM
38
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.5M +$1.1M +124,536 +12%
SFSG
39
Stearns Financial Services Group
North Carolina
$10.2M -$241K -27,324 -2%
Jane Street
40
Jane Street
New York
$10M +$5M +567,768 +105%
BC
41
Bartlett & Co
Ohio
$9.96M -$107K -12,090 -1%
Morgan Stanley
42
Morgan Stanley
New York
$9.8M +$497K +56,370 +5%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$9.57M +$6.22M +705,822 +199%
BlackRock
44
BlackRock
New York
$9.52M -$843K -95,652 -8%
SA
45
Strategic Advisors
New York
$9.25M +$3.08M +349,254 +52%
GA
46
Gateway Advisory
New Jersey
$8.34M -$775K -87,912 -9%
RMC
47
Regis Management Company
California
$8.29M -$4.49K -510 -0.1%
AAC
48
Asset Advisors Corp
Georgia
$8.07M +$1.46M +165,660 +23%
RBC
49
Roble Belko & Company
Pennsylvania
$7.94M +$699K +79,344 +10%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$7.48M +$1.94M +220,482 +36%