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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
BJ
76
Brouwer & Janachowski
California
$13.2M -$408K -35,358 -3%
PAM
77
Pegasus Asset Management
New York
$11.8M +$60.2K +5,214 +0.5%
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$10.9M -$497K -43,044 -4%
IAS
79
IMA Advisory Services
Colorado
$10.2M -$1.21M -104,592 -11%
GFS
80
GYL Financial Synergies
Connecticut
$9.59M +$2.28M +197,700 +32%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$9.5M +$653K +56,568 +8%
HSA
82
HBK Sorce Advisory
Pennsylvania
$9.39M +$740K +64,074 +9%
JWS
83
Juncture Wealth Strategies
Arizona
$8.96M +$2.79M +241,902 +46%
FSA
84
Financial Services Advisory
Maryland
$8.83M -$9.15M -792,336 -51%
Creative Planning
85
Creative Planning
Kansas
$8.24M +$1.62M +140,238 +25%
BlackRock
86
BlackRock
New York
$8.14M -$649K -56,220 -8%
FI
87
FormulaFolio Investments
Michigan
$8.1M -$515K -44,568 -6%
SHJ
88
Sharkey, Howes & Javer
Colorado
$8.05M +$259K +22,428 +3%
AWMG
89
Alliance Wealth Management Group
New Jersey
$8M +$1.6M +138,948 +26%
TCM
90
Towercrest Capital Management
Pennsylvania
$8M +$1.6M +138,948 +26%
Jane Street
91
Jane Street
New York
$7.96M +$7.81M +676,746 New
SFSG
92
Stearns Financial Services Group
North Carolina
$7.77M -$306K -26,508 -4%
MAS
93
Madden Advisory Services
Florida
$7.77M -$2.21M -191,400 -22%
TFF
94
The Family Firm
Maryland
$7.69M -$5.96K -516 -0.1%
TA
95
Trellis Advisors
Washington
$7.61M -$147K -12,768 -2%
AA
96
Apriem Advisors
California
$7.53M +$98K +8,490 +1%
SWM
97
SigFig Wealth Management
California
$7.41M +$158K +13,674 +2%
AIA
98
Arcadia Investment Advisors
Idaho
$7.37M -$206K -17,880 -3%
OFW
99
Omnia Family Wealth
Florida
$7.34M -$24.1K -2,088 -0.3%
OIA
100
OneDigital Investment Advisors
Kansas
$7.34M -$17.5M -1,513,026 -71%