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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
7.72%
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
PMG
126
ProVise Management Group
Florida
$1.25M +$54.9K +6,228 +5%
JMPWA
127
JP Morgan Private Wealth Advisors
California
$1.23M +$130K +14,766 +12%
MA
128
MCF Advisors
Kentucky
$1.21M +$568K +64,452 +93%
VNA
129
Valley National Advisers
Pennsylvania
$1.2M +$436K +49,470 +59%
CP
130
Corbenic Partners
Pennsylvania
$1.17M +$2.7K +306 +0.2%
EA
131
Edge Advisors
Georgia
$1.16M +$1.13M +128,496 New
SEI Investments
132
SEI Investments
Pennsylvania
$1.14M +$1.1M +124,932 +7,255%
PFC
133
Phocas Financial Corp
California
$1.12M +$1.09M +123,720 New
WF
134
WealthTrust Fairport
Ohio
$1.1M +$221K +25,134 +26%
YMRC
135
Yorktown Management & Research Company
Virginia
$1.08M +$1.06M +120,000 New
Ameriprise
136
Ameriprise
Minnesota
$1.07M -$31K -3,522 -3%
Millennium Management
137
Millennium Management
New York
$1.03M -$415K -47,118 -29%
NGA
138
Naples Global Advisors
Florida
$1.02M +$29.6K +3,360 +3%
BWP
139
BSW Wealth Partners
Colorado
$1.01M +$935K +106,182 +1,764%
CFA
140
Capstone Financial Advisors
Illinois
$1M +$211 +24 +0%
SIC
141
Salem Investment Counselors
North Carolina
$997K -$2.64K -300 -0.3%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$984K +$960K +108,924 New
BSW
143
Buckingham Strategic Wealth
Missouri
$974K +$215K +24,432 +29%
RJFSA
144
Raymond James Financial Services Advisors
Florida
$958K -$250K -28,338 -21%
AA
145
Ancora Advisors
Ohio
$889K +$867K +98,400 New
WPIC
146
White Pine Investment Company
Michigan
$885K +$11.5K +1,308 +1%
SIC
147
Sigma Investment Counselors
Michigan
$833K +$116K +13,182 +17%
TCT
148
TIAA CREF Trust
Missouri
$828K +$37.3K +4,236 +5%
AIM
149
AMI Investment Management
Indiana
$819K +$35.2K +3,996 +5%
NCM
150
Novare Capital Management
North Carolina
$815K +$29.7K +3,372 +4%