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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
KM
101
Kalos Management
Georgia
$7.3M +$7.13M +617,280 New
PS
102
Portfolio Solutions
Michigan
$7.16M -$743K -64,386 -10%
ACM
103
AlphaStar Capital Management
North Carolina
$7.02M +$125K +10,800 +2%
IDA
104
Intelligence Driven Advisers
California
$6.91M +$3.31M +286,224 +95%
GBBWRPM
105
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6.83M -$68.9K -5,970 -1%
RC
106
Roundview Capital
New Jersey
$6.77M +$211K +18,282 +3%
DBRC
107
D.B. Root & Company
Pennsylvania
$6.58M -$216K -18,678 -3%
SAMC
108
Spectrum Asset Management (California)
California
$6.48M +$30.3K +2,622 +0.5%
SP
109
Successful Portfolios
Florida
$6.44M +$164K +14,220 +3%
FBFS
110
First Business Financial Services
Wisconsin
$6.39M -$283K -24,492 -4%
PP
111
PrairieView Partners
Minnesota
$6.38M +$25.4K +2,196 +0.4%
JFG
112
JMG Financial Group
Illinois
$6.29M +$233K +20,190 +4%
AWA
113
Alaska Wealth Advisors
Alaska
$6.24M
TPW
114
Tiller Private Wealth
Pennsylvania
$6.1M -$285K -24,714 -5%
PWSG
115
Pacific Wealth Strategies Group
California
$5.98M +$101K +8,730 +2%
OWM
116
Opes Wealth Management
California
$5.95M -$272K -23,580 -4%
FA
117
Fagan Associates
New York
$5.95M +$29.6K +2,562 +0.5%
SCA
118
Strategic Capital Advisers
Colorado
$5.86M -$58.9K -5,100 -1%
AF
119
Advisornet Financial
Minnesota
$5.46M +$147K +12,726 +3%
SC
120
Savant Capital
Illinois
$5.39M +$10.8K +936 +0.2%
AG
121
Advisor Group
Arizona
$5.19M +$1.62M +140,538 +47%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$5.11M -$34.5K -2,988 -0.7%
RMC
123
Regis Management Company
California
$5.08M -$4.92M -426,120 -50%
TI
124
Truepoint Inc
Ohio
$5.03M -$142K -12,324 -3%
GCA
125
Genesee Capital Advisors
New York
$5.01M +$4.42M +382,776 +873%