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Schwab US Broad Market ETF

461 hedge funds and large institutions have $4.29B invested in Schwab US Broad Market ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 208 increasing their positions, 125 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $709K

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

66% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 125

7% more capital invested

Capital invested by funds: $4.02B → $4.29B (+$269M)

4% more funds holding

Funds holding: 443461 (+18)

3% more funds holding in top 10

Funds holding in top 10: 6466 (+2)

0.42% more ownership

Funds ownership: 209.22%209.64% (+0.42%)

Holders
461
Holders Change
+18
Holders Change %
+4.06%
% of All Funds
10.55%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.51%
New
43
Increased
208
Reduced
125
Closed
21
Calls
$1.51M
Puts
$709K
Net Calls
+$801K
Net Calls Change
+$267K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Watermark Asset Management
California
$12.8M +$142K +12,990 +1%
BC
52
Bartlett & Co
Ohio
$12.8M -$191K -17,460 -1%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$12.8M -$191K -17,460 -1%
HCM
54
Hengehold Capital Management
Ohio
$12.1M +$6.47M +591,762 +116%
BCMO
55
Buckingham Capital Management (Ohio)
Ohio
$11.9M +$668K +61,134 +6%
LPL Financial
56
LPL Financial
California
$11M -$8.13M -744,006 -43%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$10.9M +$377K +34,470 +4%
WA
58
WBH Advisory
Maryland
$10.8M +$203K +18,600 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$10.8M +$683K +62,424 +7%
LFS
60
Legacy Financial Strategies
Kansas
$10.6M +$9.93M +908,364 +1,562%
IAS
61
IMA Advisory Services
Colorado
$9.9M -$1.5M -136,794 -13%
Morgan Stanley
62
Morgan Stanley
New York
$9.87M -$400K -36,558 -4%
PAM
63
Pegasus Asset Management
New York
$9.4M +$215K +19,680 +2%
MAS
64
Madden Advisory Services
Florida
$9.16M +$495K +45,306 +6%
FI
65
FormulaFolio Investments
Michigan
$9.05M +$2.92M +267,354 +48%
BlackRock
66
BlackRock
New York
$8.86M -$695K -63,564 -7%
GAM
67
Gemmer Asset Management
California
$8.52M +$112K +10,278 +1%
Jane Street
68
Jane Street
New York
$8.21M -$6.47M -591,570 -44%
DW
69
Domani Wealth
Pennsylvania
$7.58M +$235K +21,456 +3%
SWM
70
SigFig Wealth Management
California
$7.16M -$378K -34,590 -5%
ADL
71
Asset Dedication LLC
California
$6.9M +$730K +66,732 +12%
MWM
72
Meridian Wealth Management
Kentucky
$6.61M +$26.2K +2,400 +0.4%
SCA
73
Strategic Capital Advisers
Colorado
$6.56M -$1.18M -107,826 -16%
RMC
74
Regis Management Company
California
$6.52M -$2.46M -225,270 -28%
GA
75
Gateway Advisory
New Jersey
$6.22M -$394K -36,072 -6%