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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
Brown Advisory
26
Brown Advisory
Maryland
$35.7M -$1.38M -119,298 -4%
KFA
27
Kays Financial Advisory
Georgia
$34.8M +$1.25M +108,108 +4%
A
28
AdvicePeriod
California
$33M +$2.45M +211,956 +8%
AI
29
Accredited Investors
Minnesota
$32.8M -$579K -50,160 -2%
SFS
30
Summit Financial Strategies
Ohio
$32.6M +$1.63M +141,012 +5%
JIP
31
JBJ Investment Partners
South Carolina
$32.4M -$3.93M -340,674 -11%
NSAM
32
North Star Asset Management
Wisconsin
$32.2M -$5.29M -458,268 -14%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$32M +$2.82M +244,290 +10%
OAJ
34
Ogorek Anthony Joseph
New York
$31.4M -$1.06M -91,848 -3%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$30.9M +$616K +53,358 +2%
FPCG
36
Fort Pitt Capital Group
Pennsylvania
$30.1M -$1.89M -164,106 -6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$28.4M -$767K -66,414 -3%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M +$1.25M +108,360 +5%
SFC
39
SYM Financial Corp
Indiana
$28.3M
PRS
40
Pinkerton Retirement Specialists
Idaho
$28.2M -$392K -33,978 -1%
VNA
41
Valley National Advisers
Pennsylvania
$27.8M +$91.9K +7,962 +0.3%
FFN
42
Focus Financial Network
Minnesota
$26.2M -$79.1K -6,846 -0.3%
SFG
43
SNS Financial Group
Minnesota
$24.8M +$1.11M +96,306 +5%
CCA
44
Cobblestone Capital Advisors
New York
$23.7M -$858K -74,340 -4%
HighTower Advisors
45
HighTower Advisors
Illinois
$22.5M +$3.37M +291,630 +18%
AAIM
46
Asset Advisors Investment Management
Georgia
$22.2M +$1.18M +101,862 +6%
TWM
47
Tanglewood Wealth Management
Texas
$22.1M -$4.87M -421,452 -18%
HWA
48
HHM Wealth Advisors
Tennessee
$21.6M +$633K +54,858 +3%
GAM
49
Gemmer Asset Management
California
$21.4M +$1.63M +141,018 +8%
PIMG
50
Patriot Investment Management Group
Tennessee
$20.9M +$1.21M +104,418 +6%