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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
IWMA
126
Ironwood Wealth Management (Arizona)
Arizona
$4.99M -$101K -8,706 -2%
CFMC
127
Curbstone Financial Management Corp
New Hampshire
$4.97M +$359K +31,080 +8%
WCM
128
Whitener Capital Management
North Carolina
$4.85M +$185K +16,014 +4%
SWM
129
SeaCrest Wealth Management
New York
$4.78M -$231K -19,974 -5%
RW
130
RVW Wealth
California
$4.64M -$167K -14,490 -4%
CHA
131
Carmichael Hill & Associates
Maryland
$4.59M +$142K +12,324 +3%
PFM
132
Peak Financial Management
Massachusetts
$4.3M -$27.2K -2,352 -0.6%
BWI
133
Beacon Wealthcare Inc
North Carolina
$4.28M -$37.9K -3,282 -0.9%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$4.23M +$226K +19,602 +6%
WKWM
135
Walter & Keenan Wealth Management
Indiana
$4.22M -$2.58M -223,770 -38%
ACA
136
Ackerman Capital Advisors
Texas
$3.95M
AOWM
137
Alpha Omega Wealth Management
Virginia
$3.95M -$187K -16,194 -5%
5L
138
55I LLC
Massachusetts
$3.87M -$264K -22,824 -6%
BCI
139
Brinker Capital Investments
Pennsylvania
$3.87M -$11.9K -1,032 -0.3%
PWMG
140
Prestige Wealth Management Group
New Jersey
$3.85M -$415K -35,952 -10%
MWP
141
MYCIO Wealth Partners
Pennsylvania
$3.78M +$762K +65,970 +26%
PAG
142
Private Advisor Group
New Jersey
$3.7M -$893K -77,346 -20%
SIA
143
Starfire Investment Advisers
Michigan
$3.66M +$31.7K +2,742 +0.9%
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$3.63M
SA
145
Shilanski & Associates
Alaska
$3.57M +$3.5M +303,324 New
LCM
146
Liberty Capital Management
Michigan
$3.55M +$2.11M +182,790 +154%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$3.46M +$1.15M +99,294 +51%
MWM
148
MinichMacGregor Wealth Management
New York
$3.35M +$188K +16,254 +6%
IF
149
Ironwood Financial
Arizona
$3.33M +$131K +11,340 +4%
FG
150
Fiduciary Group
Georgia
$3.33M -$7.69K -666 -0.2%