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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
AOWM
101
Alpha Omega Wealth Management
Virginia
$4.15M +$35.8K +3,270 +0.9%
DBRC
102
D.B. Root & Company
Pennsylvania
$4.11M +$1.29M +118,122 +46%
WCM
103
Whitener Capital Management
North Carolina
$3.99M +$234K +21,384 +6%
JFG
104
JMG Financial Group
Illinois
$3.99M +$519K +47,442 +15%
HI
105
Hudock Inc
Pennsylvania
$3.97M +$1.22M +111,738 +45%
CHA
106
Carmichael Hill & Associates
Maryland
$3.78M +$149K +13,668 +4%
BCI
107
Brinker Capital Investments
Pennsylvania
$3.76M +$34.5K +3,156 +0.9%
BWI
108
Beacon Wealthcare Inc
North Carolina
$3.7M +$77.7K +7,104 +2%
JWS
109
Juncture Wealth Strategies
Arizona
$3.69M +$225K +20,538 +7%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$3.56M -$394 -36 -0%
KFA
111
Kabarec Financial Advisors
Illinois
$3.55M -$523K -47,862 -13%
SIA
112
Starfire Investment Advisers
Michigan
$3.52M -$92.7K -8,478 -3%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$3.32M +$62.8K +5,748 +2%
HSA
114
HBK Sorce Advisory
Pennsylvania
$3.29M +$402K +36,792 +14%
KM
115
Kalos Management
Georgia
$3.26M -$163K -14,922 -5%
PFM
116
Peak Financial Management
Massachusetts
$3.25M +$546K +49,974 +20%
BCM
117
Boltwood Capital Management
California
$3.24M +$69K +6,312 +2%
APA
118
American Portfolios Advisors
New York
$3.23M +$849K +77,628 +36%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$3.07M +$759K +69,450 +33%
BAS
120
Brown Advisory Securities
Maryland
$3.03M -$119K -10,890 -4%
TA
121
Trellis Advisors
Washington
$3.01M +$564K +51,612 +23%
MPI
122
Mairs & Power Inc
Minnesota
$2.99M
FG
123
Fiduciary Group
Georgia
$2.98M -$13.3K -1,212 -0.4%
PV
124
Private Vista
Illinois
$2.98M
AIM
125
AMI Investment Management
Indiana
$2.87M +$908K +83,010 +47%