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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.

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 %
AC
526
AlphaCore Capital
California
$148K -$278K -27,660 -65%
JWM
527
Janiczek Wealth Management
Colorado
$135K +$12.9K +1,284 +11%
CAL
528
Capital Analysts LLC
Pennsylvania
$133K -$30.8K -3,048 -19%
PK
529
Pflug Koory
Nebraska
$133K
IRC
530
Investors Research Corp
Georgia
$129K +$242 +24 +0.2%
PFP
531
Pinnacle Financial Partners
Tennessee
$127K
JPMorgan Chase & Co
532
JPMorgan Chase & Co
New York
$126K +$85.4K +8,460 +210%
TWA
533
TCI Wealth Advisors
Arizona
$121K -$4.78K -474 -4%
MM
534
Main Management
California
$121K +$52.7K +5,226 +77%
VFA
535
Valeo Financial Advisors
Indiana
$120K -$63.6K -5,826 -35%
LFG
536
Larson Financial Group
Missouri
$116K -$13.9K -1,380 -11%
FCA
537
FinTrust Capital Advisors
South Carolina
$112K
GWM
538
Geneos Wealth Management
Colorado
$111K +$103K +10,422 +1,316%
CS
539
Capital Square
Tennessee
$111K +$111K +11,028 New
IF
540
Ironwood Financial
Arizona
$107K -$2.24M -223,530 -95%
Bank of Montreal
541
Bank of Montreal
Ontario, Canada
$107K -$18.4K -1,872 -15%
PA
542
Procyon Advisors
Connecticut
$104K +$22.9K +2,286 +28%
AWM
543
Avior Wealth Management
Nebraska
$102K -$42.6K -4,248 -29%
RWA
544
Ropes Wealth Advisors
Massachusetts
$100K
DOA
545
D'Orazio & Associates
Virginia
$100K
US Bancorp
546
US Bancorp
Minnesota
$99K +$5.06K +504 +5%
SIM
547
Sonora Investment Management
Arizona
$97K
ACA
548
Aptus Capital Advisors
Alabama
$95K -$25.1K -2,496 -21%
SIAP
549
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$90K -$5.93K -594 -6%
GT
550
Glenmede Trust
Pennsylvania
$87K