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Schwab US Broad Market ETF

651 hedge funds and large institutions have $4.9B invested in Schwab US Broad Market ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 253 increasing their positions, 267 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-30
Holders Change %
-4.41%
% of All Funds
14.38%
Holding in Top 10
100
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.09%
% of All Funds
2.21%
New
55
Increased
253
Reduced
267
Closed
72
Calls
$3.8M
Puts
$1.31M
Net Calls
+$2.49M
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
501
Grimes & Company
Massachusetts
$216K +$60 +6 +0%
JC
502
Jacobs & Co
California
$214K -$8.67K -864 -4%
RCAG
503
Rehmann Capital Advisory Group
Michigan
$214K +$214K +21,204 New
MFG
504
Merit Financial Group
Georgia
$213K
Cerity Partners
505
Cerity Partners
New York
$213K +$6.52K +648 +3%
BP
506
Broadleaf Partners
Ohio
$211K +$211K +20,964 New
MCM
507
Mengis Capital Management
Oregon
$210K +$24.1K +2,400 +13%
AWA
508
Arkadios Wealth Advisors
Georgia
$207K -$34.2K -3,396 -14%
CFG
509
Capstone Financial Group
Oklahoma
$206K -$72.8K -7,224 -26%
AIM
510
Anchor Investment Management
South Carolina
$204K +$90.3K +8,970 +79%
SFG
511
SevenBridge Financial Group
Pennsylvania
$202K +$202K +20,022 New
FRA
512
Front Row Advisors
California
$198K +$5.13K +450 +3%
QCMNJ
513
Quantum Capital Management (New Jersey)
New Jersey
$192K -$59.6K -5,898 -24%
MFT
514
Moisand Fitzgerald Tamayo
Florida
$192K -$1.39K -138 -0.7%
MA
515
MUFG Americas
New York
$184K +$22.7K +2,262 +14%
WAP
516
Wealthcare Advisory Partners
Pennsylvania
$180K -$18.3K -1,818 -9%
HI
517
Human Investing
Oregon
$175K -$25.9K -2,568 -13%
CCP
518
Clarkston Capital Partners
Michigan
$172K +$485 +48 +0.3%
Citigroup
519
Citigroup
New York
$168K -$13.1K -1,296 -7%
BWA
520
Burt Wealth Advisors
Maryland
$168K
HWA
521
Heritage Wealth Advisors
Virginia
$157K
RFA
522
Reilly Financial Advisors
California
$156K -$18.3K -1,812 -10%
WTC
523
WhitTier Trust Company
Nevada
$155K
LWM
524
Lenox Wealth Management
Ohio
$154K -$2.6K -258 -2%
OIA
525
Optimum Investment Advisors
Illinois
$153K