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Schwab US Broad Market ETF

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $495K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 77

19% more capital invested

Capital invested by funds: $1.74B → $2.07B (+$332M)

13.26% more ownership

Funds ownership: 166.88%180.14% (+13%)

5% more funds holding

Funds holding: 257269 (+12)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.18%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.42M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.3M +$1.97M +226,770 +60%
VWM
52
Vector Wealth Management
Minnesota
$4.81M +$2.63M +302,532 +121%
AIM
53
Advantage Investment Management
Iowa
$4.77M +$2.5K +288 +0.1%
Jane Street
54
Jane Street
New York
$4.72M +$1.83M +211,290 +64%
TPW
55
Tiller Private Wealth
Pennsylvania
$4.47M -$141K -16,254 -3%
HCM
56
Hengehold Capital Management
Ohio
$4.45M -$2.67M -307,086 -38%
LPL Financial
57
LPL Financial
California
$4.35M -$776K -89,430 -15%
TRCT
58
Tower Research Capital (TRC)
New York
$4.24M +$3.66M +421,542 +648%
DG
59
Davidson & Garrard
Virginia
$3.68M +$235K +27,084 +7%
HighTower Advisors
60
HighTower Advisors
Illinois
$3.67M +$1.28M +147,366 +54%
FIM
61
Frontier Investment Management
Texas
$3.43M -$199K -22,914 -37%
FI
62
FormulaFolio Investments
Michigan
$3.39M +$408K +47,022 +14%
RJA
63
Raymond James & Associates
Florida
$3.31M -$107K -12,342 -3%
SC
64
Savant Capital
Illinois
$3.13M +$2.24K +258 +0.1%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$3.09M +$3.08M +354,228 New
DW
66
Domani Wealth
Pennsylvania
$2.78M +$414K +47,742 +18%
GAM
67
Gemmer Asset Management
California
$2.75M +$538K +61,938 +24%
SIA
68
Starfire Investment Advisers
Michigan
$2.74M +$31.1K +3,582 +1%
SFM
69
Signature Financial Management
Virginia
$2.73M +$21.9K +2,520 +0.8%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$2.62M -$214K -24,600 -8%
FA
71
Fagan Associates
New York
$2.6M +$86.2K +9,930 +3%
MPI
72
Mairs & Power Inc
Minnesota
$2.6M -$625K -72,000 -19%
RC
73
Roundview Capital
New Jersey
$2.58M +$194K +22,314 +8%
IAS
74
IMA Advisory Services
Colorado
$2.37M +$414K +47,742 +21%
PV
75
Private Vista
Illinois
$2.31M +$2.33M +268,812 New