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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
LFS
51
Legacy Financial Strategies
Kansas
$20M +$1.94M +167,946 +11%
FNC
52
First National Corp
Massachusetts
$19.8M -$195K -16,860 -1%
SA
53
Strategic Advisors
New York
$19.4M -$188K -16,308 -1%
BFPW
54
BOK Financial Private Wealth
Colorado
$19.3M +$97.6K +8,448 +0.5%
Mariner
55
Mariner
Kansas
$19.2M -$4.24M -366,960 -18%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$19.1M +$8.45M +731,358 +86%
LPL Financial
57
LPL Financial
California
$19M -$460K -39,834 -2%
PA
58
Planning Alternatives
Michigan
$18.9M -$1.17M -101,538 -6%
Morgan Stanley
59
Morgan Stanley
New York
$18.8M +$780K +67,584 +4%
RBC
60
Roble Belko & Company
Pennsylvania
$18.8M +$1.19M +103,398 +7%
FANJ
61
Financial Architects (New Jersey)
New Jersey
$17.1M +$169K +14,640 +1%
ECML
62
Eagle Capital Management (Louisiana)
Louisiana
$17M +$154K +13,302 +0.9%
BCWM
63
Bartlett & Co Wealth Management
Ohio
$16.8M +$137K +11,832 +0.8%
K
64
Kemper
Illinois
$16.8M
BC
65
Bartlett & Co
Ohio
$16.7M +$137K +11,832 +0.8%
FMP
66
Financial Management Professionals
Texas
$16.1M +$15.9M +1,373,676 +1,526,307%
BCMO
67
Buckingham Capital Management (Ohio)
Ohio
$15.8M +$1.34M +116,028 +9%
BAM
68
Berkshire Asset Management
Pennsylvania
$15.2M -$351K -30,378 -2%
Wells Fargo
69
Wells Fargo
California
$15.1M +$1.02M +88,482 +7%
WA
70
WBH Advisory
Maryland
$15M +$77K +6,666 +0.5%
CHJWM
71
Carlton Hofferkamp & Jenks Wealth Management
Texas
$14.3M +$253K +21,876 +2%
AIP
72
Almanack Investment Partners
Pennsylvania
$14.2M -$114K -9,846 -0.8%
DW
73
Domani Wealth
Pennsylvania
$14.2M +$402K +34,794 +3%
OIWM
74
OptiFour Integrated Wealth Management
Virginia
$13.6M -$375K -32,436 -3%
GAM
75
Garrison Asset Management
Arkansas
$13.4M -$19K -1,644 -0.1%