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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
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$2.23M +$805K +92,688 +57%
BCI
77
Brinker Capital Investments
Pennsylvania
$2.21M +$79.2K +9,126 +4%
JFG
78
JMG Financial Group
Illinois
$2.19M +$194K +22,302 +10%
FG
79
Fiduciary Group
Georgia
$2.16M +$376K +43,332 +21%
MWM
80
MinichMacGregor Wealth Management
New York
$2.15M +$47.9K +5,514 +2%
SAM
81
Sawgrass Asset Management
Florida
$2.14M +$35.2K +4,050 +2%
AA
82
Apriem Advisors
California
$2.11M +$2.71K +312 +0.1%
DWM
83
Destination Wealth Management
California
$2.11M -$1.17M -134,676 -36%
BCM
84
Boltwood Capital Management
California
$2.07M +$770K +88,692 +60%
EVM
85
Eaton Vance Management
Massachusetts
$2.06M -$33.8K -3,894 -2%
AG
86
Advisor Group
Arizona
$2.01M +$1.11M +127,350 +124%
MIAN
87
Mariner Independent Advisor Network
Kansas
$1.91M -$566K -65,142 -23%
CC
88
Callan Capital
California
$1.87M -$23K -2,652 -1%
BL
89
BCWM LLC
Kansas
$1.86M -$22.5K -2,592 -1%
BAS
90
Brown Advisory Securities
Maryland
$1.75M
Creative Planning
91
Creative Planning
Kansas
$1.74M +$1.37M +157,800 +382%
GAM
92
Garrison Asset Management
Arkansas
$1.74M +$52 +6 +0%
KIA
93
KCM Investment Advisors
California
$1.7M +$15.6K +1,794 +0.9%
KF
94
Krilogy Financial
Missouri
$1.66M +$258K +29,706 +18%
TFF
95
The Family Firm
Maryland
$1.65M +$250K +28,746 +18%
JWA
96
JFS Wealth Advisors
Pennsylvania
$1.44M -$119K -13,662 -8%
Millennium Management
97
Millennium Management
New York
$1.41M +$620K +71,460 +79%
PP
98
Pegasus Partners
Wisconsin
$1.39M
SMC
99
Smith, Moore & Co
Missouri
$1.36M -$23.1K -2,664 -2%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$1.35M +$115K +13,272 +9%