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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
PFO
576
Pathstone Family Office
New Jersey
$4K +$4.09K +354 New
HR
577
Howe & Rusling
New York
$3K
TFA
578
Toth Financial Advisory
Virginia
$3K
CFGS
579
Concourse Financial Group Securities
Alabama
$3K +$3.12K +270 New
BC
580
Barnett & Company
Tennessee
$2K
DSC
581
Duncker Streett & Co
Missouri
$1K
NDSI
582
Newman Dignan & Sheerar Inc
Rhode Island
$451 -$4.85K -420 -1%
GT
583
Glenmede Trust
Pennsylvania
$212
BCM
584
Breiter Capital Management
Florida
-$2.91M -273,918 Closed
APCM
585
Alaska Permanent Capital Management
Alaska
-$940K -82,896 Closed
FTUS
586
Flow Traders U.S.
New York
-$517K -45,552 Closed
LNC
587
Lincoln National Corp
Pennsylvania
-$370K -32,610 Closed
Susquehanna International Group
588
Susquehanna International Group
Pennsylvania
-$368K -31,836 Closed
TSWM
589
Triangle Securities Wealth Management
North Carolina
-$272K -23,988 Closed
RAG
590
Roof Advisory Group
Pennsylvania
-$220K -19,386 Closed
AAS
591
Annex Advisory Services
Wisconsin
-$215K -18,954 Closed
CCP
592
Clarkston Capital Partners
Michigan
-$206K -18,186 Closed
PFPT
593
Pinnacle Financial Partners (Tennessee)
Tennessee
-$143K -12,588 Closed
RFC
594
Regions Financial Corp
Alabama
-$109K -9,642 Closed
WAM
595
Wealthspire Advisors (Maryland)
Maryland
-$108K -9,558 Closed
CFG
596
Citizens Financial Group
Rhode Island
-$89K -7,878 Closed
CIM
597
Cambria Investment Management
California
-$78K -6,870 Closed
PGWM
598
Parisi Gray Wealth Management
New Jersey
-$69K -6,054 Closed
AA
599
Advisory Alpha
Michigan
-$36.6K -3,180 Closed
KL
600
KWMG LLC
Kansas
-$33K -2,910 Closed