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Schwab US Broad Market ETF

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $597K

187% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 55

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

15% more capital invested

Capital invested by funds: $2.07B → $2.39B (+$320M)

15% more funds holding

Funds holding: 269309 (+40)

7.03% more ownership

Funds ownership: 180.14%187.17% (+7%)

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.73%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$2.14M +$334K +37,926 +19%
EVM
102
Eaton Vance Management
Massachusetts
$2.13M -$5.29K -600 -0.3%
GAM
103
Garrison Asset Management
Arkansas
$2.03M +$231K +26,268 +13%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.01M +$1.96M +222,450 New
CC
105
Callan Capital
California
$1.92M -$11.4K -1,296 -0.6%
BL
106
BCWM LLC
Kansas
$1.91M -$10.9K -1,236 -0.6%
KIA
107
KCM Investment Advisors
California
$1.77M +$11.8K +1,344 +0.7%
CWM
108
Concert Wealth Management
California
$1.75M +$471K +53,412 +38%
LRPA
109
L. Roy Papp & Associates
Arizona
$1.73M +$909K +103,188 +117%
KF
110
Krilogy Financial
Missouri
$1.73M +$1.06K +120 +0.1%
MIAN
111
Mariner Independent Advisor Network
Kansas
$1.69M -$276K -31,362 -14%
HCMT
112
Highland Capital Management (Tennessee)
Tennessee
$1.68M +$378K +42,900 +30%
FBFS
113
First Business Financial Services
Wisconsin
$1.66M +$1.62M +184,242 New
SG Americas Securities
114
SG Americas Securities
New York
$1.65M +$1.61M +182,934 New
WKWM
115
Walter & Keenan Wealth Management
Indiana
$1.64M +$1.59M +181,008 New
JWA
116
JFS Wealth Advisors
Pennsylvania
$1.52M +$33.1K +3,756 +2%
VKH
117
Virtu KCG Holdings
New York
$1.49M +$1.02M +115,506 +233%
IWMPD
118
Integrated Wealth Management (Palm Desert)
California
$1.44M +$305K +34,602 +28%
PP
119
Pegasus Partners
Wisconsin
$1.44M
CFMC
120
Curbstone Financial Management Corp
New Hampshire
$1.44M -$1.24M -140,850 -47%
SMC
121
Smith, Moore & Co
Missouri
$1.39M -$11K -1,248 -0.8%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$1.36M +$540K +61,320 +68%
TSWM
123
Triangle Securities Wealth Management
North Carolina
$1.36M +$1.33M +150,660 New
AMG
124
Asset Management Group
Connecticut
$1.34M +$8.25K +936 +0.6%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$1.28M +$301K +34,176 +32%