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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
PP
76
PrairieView Partners
Minnesota
$6.18M +$275K +25,158 +5%
SAMC
77
Spectrum Asset Management (California)
California
$6.15M +$39.6K +3,624 +0.7%
TPW
78
Tiller Private Wealth
Pennsylvania
$6.12M +$516K +47,238 +9%
TFF
79
The Family Firm
Maryland
$6.11M +$2.04M +186,174 +53%
OA
80
Opes Advisors
California
$5.93M +$571K +52,218 +11%
SFM
81
Signature Financial Management
Virginia
$5.57M -$154K -14,094 -3%
AWA
82
Alaska Wealth Advisors
Alaska
$5.47M +$185K +16,944 +4%
AF
83
Advisornet Financial
Minnesota
$5.46M +$1.22M +111,522 +29%
STMM
84
South Texas Money Management
Texas
$5.11M -$751K -68,724 -13%
SFSG
85
Stearns Financial Services Group
North Carolina
$5.09M -$203K -18,570 -4%
SC
86
Savant Capital
Illinois
$5.02M +$219K +20,058 +5%
WKWM
87
Walter & Keenan Wealth Management
Indiana
$4.97M
Creative Planning
88
Creative Planning
Kansas
$4.95M +$1.22M +111,930 +33%
FA
89
Fagan Associates
New York
$4.94M +$254K +23,250 +5%
SP
90
Successful Portfolios
Florida
$4.73M +$311K +28,440 +7%
IWMA
91
Ironwood Wealth Management (Arizona)
Arizona
$4.69M +$4.66M +426,198 New
ACM
92
AlphaStar Capital Management
North Carolina
$4.68M -$247K -22,548 -5%
AWMG
93
Alliance Wealth Management Group
New Jersey
$4.67M +$316K +28,920 +7%
TCM
94
Towercrest Capital Management
Pennsylvania
$4.67M +$4.64M +424,230 New
PWSG
95
Pacific Wealth Strategies Group
California
$4.66M +$517K +47,322 +13%
RC
96
Roundview Capital
New Jersey
$4.59M +$94.3K +8,622 +2%
LCC
97
Lincoln Capital Corp
Rhode Island
$4.47M -$835K -76,338 -16%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$4.28M +$298K +27,300 +8%
SWM
99
SeaCrest Wealth Management
New York
$4.21M -$18.6K -1,704 -0.4%
PS
100
Portfolio Solutions
Michigan
$4.18M -$4.16M -380,142 -50%