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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
AIM
551
Advantage Investment Management
Iowa
$21K
PG
552
Proffitt & Goodson
Tennessee
$21K
TCM
553
TD Capital Management
Tennessee
$19K +$18.4K +1,590 New
TFA
554
Transamerica Financial Advisors
Florida
$19K +$18.5K +1,602 New
MWM
555
Merriman Wealth Management
Washington
$18.6K +$7.76K +672 +0.4%
TCM
556
Tradewinds Capital Management
Washington
$18K
MCM
557
Manchester Capital Management
Vermont
$17K
HS
558
Horan Securities
United States
$17K +$16.9K +1,464 New
Rockefeller Capital Management
559
Rockefeller Capital Management
New York
$15K +$7.69K +666 +112%
TCOV
560
Trust Company of Vermont
Vermont
$14K
FCMT
561
Founders Capital Management (Texas)
Texas
$14K +$13.9K +1,200 New
JGIA
562
Jackson Grant Investment Advisers
Connecticut
$13K
POIA
563
Pin Oak Investment Advisors
Texas
$12K
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$11K
UWM
565
USAdvisors Wealth Management
Minnesota
$10.8K +$133K +11,514 +1%
ACA
566
Atlas Capital Advisors
Wyoming
$10.3K +$10.1K +876 New
GWM
567
Geneos Wealth Management
Colorado
$9K -$12.1K -1,050 -57%
LGWM
568
Litman Gregory Wealth Management
California
$9K
MAM
569
Marquette Asset Management
Minnesota
$8K
JCM
570
Jacobi Capital Management
Pennsylvania
$7K
LIA
571
LS Investment Advisors
Michigan
$6K
KCPG
572
Kavar Capital Partners Group
Kansas
$6K +$5.61K +486 New
SF
573
Synovus Financial
Georgia
$5K
RIA
574
Realta Investment Advisors
Delaware
$5K +$4.78K +414 New
BIMC
575
Benson Investment Management Company
Virginia
$4K