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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
STMM
101
South Texas Money Management
Texas
$1.34M +$1.34M +153,900 New
AMG
102
Asset Management Group
Connecticut
$1.28M +$4.17K +480 +0.3%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$1.24M -$52.6K -6,054 -4%
CWM
104
Concert Wealth Management
California
$1.23M -$148K -17,088 -11%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$1.17M +$312K +35,916 +36%
PMG
106
ProVise Management Group
Florida
$1.15M +$161K +18,570 +16%
CP
107
Corbenic Partners
Pennsylvania
$1.13M +$100K +11,520 +10%
IWMPD
108
Integrated Wealth Management (Palm Desert)
California
$1.09M +$502K +57,798 +86%
Ameriprise
109
Ameriprise
Minnesota
$1.06M -$132K -15,222 -11%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$1.05M +$610K +70,212 +138%
SAMC
111
Spectrum Asset Management (California)
California
$1.05M -$11.4K -1,314 -1%
CFA
112
Capstone Financial Advisors
Illinois
$967K +$365 +42 +0%
NGA
113
Naples Global Advisors
Florida
$952K +$40.4K +4,650 +4%
SSWM
114
Sheets Smith Wealth Management
North Carolina
$934K -$7.97K -918 -0.8%
BJL
115
Brighton Jones LLC
Washington
$911K +$2.97K +342 +0.3%
IF
116
Ironwood Financial
Arizona
$877K -$121K -13,980 -12%
WF
117
WealthTrust Fairport
Ohio
$848K +$11K +1,266 +1%
WPIC
118
White Pine Investment Company
Michigan
$843K +$140K +16,086 +20%
AF
119
Allworth Financial
California
$818K +$57.8K +6,654 +8%
SGCA
120
Steel Grove Capital Advisors
Tennessee
$813K +$4.84K +558 +0.6%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$801K +$629K +72,402 +372%
LYV
122
Live Your Vision
Pennsylvania
$790K +$43.6K +5,028 +6%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$781K +$44.5K +5,130 +6%
LRPA
124
L. Roy Papp & Associates
Arizona
$767K -$190K -21,834 -20%
TCT
125
TIAA CREF Trust
Missouri
$763K