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Schwab US Broad Market ETF

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.81%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.39%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K
Name Market Value Shares Shares
Change
Shares
Change %
BC
51
Bartlett & Co
Ohio
$12.4M 1,154,664 +18,408 +2%
WAM
52
Watermark Asset Management
California
$12.1M 1,121,880 +105,042 +10%
TSS
53
Two Sigma Securities
New York
$11.9M 1,107,576 +440,748 +66%
Morgan Stanley
54
Morgan Stanley
New York
$11.4M 1,056,744 +62,082 +6%
IAS
55
IMA Advisory Services
Colorado
$11.2M 1,038,234 +74,676 +8%
RBC
56
Roble Belko & Company
Pennsylvania
$11.1M 1,031,274 +18,138 +2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$11.1M 1,027,710 +179,520 +21%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$10.8M 1,003,320 +3,240 +0.3%
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$10.6M 989,490 +73,530 +8%
BCMO
60
Buckingham Capital Management (Ohio)
Ohio
$10.2M 948,582 +27,240 +3%
WA
61
WBH Advisory
Maryland
$9.94M 924,078 +27,678 +3%
CCA
62
Cobblestone Capital Advisors
New York
$9.82M 912,816 +254,676 +39%
BlackRock
63
BlackRock
New York
$9.12M 848,232 -30,642 -3%
PS
64
Portfolio Solutions
Michigan
$8.86M 823,668 +22,026 +3%
PAM
65
Pegasus Asset Management
New York
$8.67M 806,334 +806,334 New
MAS
66
Madden Advisory Services
Florida
$8.34M 775,338 +2,346 +0.3%
SWM
67
SigFig Wealth Management
California
$8.05M 745,962 +68,976 +10%
RMC
68
Regis Management Company
California
$7.52M 699,594 -140,964 -17%
GAM
69
Gemmer Asset Management
California
$7.36M 684,564 +80,292 +13%
SCA
70
Strategic Capital Advisers
Colorado
$7.29M 677,970 +677,970 New
STMM
71
South Texas Money Management
Texas
$7.07M 657,150 +132,492 +25%
MWM
72
Meridian Wealth Management
Kentucky
$6.79M 661,422 -9,342 -1%
CP
73
Corbenic Partners
Pennsylvania
$6.74M 626,274 +54,336 +10%
GA
74
Gateway Advisory
New Jersey
$6.42M 597,060 +30,468 +5%
DW
75
Domani Wealth
Pennsylvania
$6.17M 574,062 +16,764 +3%