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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
AWM
501
AllSquare Wealth Management
New York
$107K
BFO
502
Biltmore Family Office
North Carolina
$106K +$104K +9,000 New
US Bancorp
503
US Bancorp
Minnesota
$104K +$81.5K +7,062 +392%
CIAS
504
Capital Investment Advisory Services
North Carolina
$94K
BAMG
505
Brand Asset Management Group
Missouri
$92K +$8.66K +750 +11%
SFG
506
SevenBridge Financial Group
Pennsylvania
$90K +$88.7K +7,680 New
FGAM
507
Financial Gravity Asset Management
Texas
$87K +$40.3K +3,486 +90%
OAM
508
Oppenheimer Asset Management
New York
$83K
PFSC
509
Peoples Financial Services Corp
Pennsylvania
$81K +$79.7K +6,900 New
CCM
510
Covington Capital Management
California
$79K
BAM
511
Barrett Asset Management
New York
$75K
LB
512
Legacy Bridge
Iowa
$72K
QAM
513
QCI Asset Management
New York
$72K
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$69.3K +6,000 New
AAP
515
Arax Advisory Partners
Colorado
$70K +$68.4K +5,922 New
TL
516
TrueWealth LLC
Georgia
$68K +$4.02K +348 +6%
MM
517
Main Management
California
$68K +$16.2K +1,404 +32%
PCFFS
518
Pacific Center for Financial Services
California
$67K +$4.71K +408 +8%
MWM
519
Meridian Wealth Management
Kentucky
$66.4K -$23.3K -2,022 -0.4%
ESB
520
Essex Savings Bank
Connecticut
$64K +$13K +1,128 +26%
PMFA
521
Plante Moran Financial Advisors
Michigan
$63K -$139 -12 -0.2%
LWANC
522
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K +$1.25K +108 +2%
HGWM
523
Harvest Group Wealth Management
Massachusetts
$61K +$60.3K +5,226 New
LWM
524
Lenox Wealth Management
Ohio
$60K +$52.7K +4,566 +855%
NC
525
NewSquare Capital
Pennsylvania
$58K