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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
MWM
126
MinichMacGregor Wealth Management
New York
$2.82M -$7.28K -666 -0.3%
SAM
127
Sawgrass Asset Management
Florida
$2.77M
EVM
128
Eaton Vance Management
Massachusetts
$2.76M -$2.77M -253,344 -50%
SBL
129
Sargent Bickham Lagudis
Colorado
$2.74M +$190K +17,370 +8%
SG Americas Securities
130
SG Americas Securities
New York
$2.64M +$2.62M +239,994 New
MWP
131
MYCIO Wealth Partners
Pennsylvania
$2.62M +$1.78M +163,182 +217%
RJA
132
Raymond James & Associates
Florida
$2.51M +$180K +16,464 +8%
JWA
133
JFS Wealth Advisors
Pennsylvania
$2.5M -$26.8K -2,454 -1%
DWM
134
Destination Wealth Management
California
$2.43M -$4.91M -449,334 -67%
KIA
135
KCM Investment Advisors
California
$2.43M -$417K -38,100 -15%
CWM
136
Chesapeake Wealth Management
Virginia
$2.4M -$115K -10,482 -5%
IA
137
IndexIQ Advisors
New York
$2.38M -$2.67M -244,314 -53%
SS
138
Simplicity Solutions
Minnesota
$2.27M +$2.05M +187,734 +989%
VNA
139
Valley National Advisers
Pennsylvania
$2.25M +$92.8K +8,490 +4%
GAM
140
Garrison Asset Management
Arkansas
$2.2M +$5.58K +510 +0.3%
CMBA
141
C.M. Bidwell & Associates
Hawaii
$2.19M -$11.5K -1,050 -0.5%
HCMT
142
Highland Capital Management (Tennessee)
Tennessee
$2.17M +$11.8K +1,080 +0.5%
CC
143
Callan Capital
California
$2.14M -$192K -17,520 -8%
LJAC
144
L.J. Altfest & Co
New York
$2.11M +$504K +46,098 +32%
PP
145
PagnatoKarp Partners
Virginia
$2.05M +$387K +35,394 +23%
OIA
146
OneDigital Investment Advisors
Kansas
$2.03M -$7.3M -667,440 -78%
LRPA
147
L. Roy Papp & Associates
Arizona
$1.98M -$733K -67,050 -27%
AA
148
Apriem Advisors
California
$1.94M -$322K -29,460 -14%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$1.93M -$22.2K -2,034 -1%
BCM
150
Breiter Capital Management
Florida
$1.9M -$1.1M -100,800 -37%