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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
NCM
126
Novare Capital Management
North Carolina
$758K +$17.6K +2,022 +2%
AIM
127
AMI Investment Management
Indiana
$756K +$243K +27,990 +48%
VCM
128
Vigilant Capital Management
Maine
$739K -$32.7K -3,768 -4%
RC
129
RegentAtlantic Capital
New Jersey
$732K +$729K +83,994 New
VNA
130
Valley National Advisers
Pennsylvania
$728K +$209K +24,030 +40%
BSW
131
Buckingham Strategic Wealth
Missouri
$727K +$195K +22,410 +37%
ACM
132
Avalon Capital Management
California
$720K +$717K +82,608 New
IFS
133
Ifrah Financial Services
Arkansas
$717K -$6.62K -762 -0.9%
FWP
134
FAS Wealth Partners
Kansas
$713K -$61.4K -7,074 -8%
TYCC
135
Texas Yale Capital Corp
Florida
$695K -$2.6K -300 -0.4%
CA
136
Cambridge Advisors
Nebraska
$693K -$10.4K -1,200 -1%
SIC
137
Sigma Investment Counselors
Michigan
$690K +$12.1K +1,398 +2%
RWM
138
RKL Wealth Management
Pennsylvania
$686K +$15.8K +1,824 +2%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$682K +$38.3K +4,410 +6%
PA
140
Pinnacle Associates
New York
$617K +$42.6K +4,902 +7%
MA
141
MCF Advisors
Kentucky
$602K +$86.9K +10,014 +17%
SWM
142
SVA Wealth Management
Wisconsin
$589K -$79K -9,096 -12%
SHJ
143
Sharkey, Howes & Javer
Colorado
$587K -$20.4K -2,346 -3%
TW
144
Transform Wealth
Colorado
$585K +$11.4K +1,314 +2%
DPI
145
Diversified Portfolios Inc
Michigan
$567K
CFA
146
Cahill Financial Advisors
Minnesota
$555K +$15.2K +1,746 +3%
SA
147
SRH Advisors
Kansas
$518K +$13.1K +1,512 +3%
RCA
148
Rowland Carmichael Advisors
Arizona
$504K -$108K -12,408 -18%
VCP
149
Vista Capital Partners
Oregon
$499K +$43.6K +5,028 +10%
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$486K -$5.11K -588 -1%