We are live on ! Find out more
SCHB icon

Schwab US Broad Market ETF

139 hedge funds and large institutions have $610M invested in Schwab US Broad Market ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $570M → $610M (+$40M)

2% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.11M

1% more funds holding

Funds holding: 138139 (+1)

2.37% less ownership

Funds ownership: 109.12%106.75% (-2.4%)

Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
4%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
15
Increased
68
Reduced
36
Closed
13
Calls
$1.13M
Puts
$1.11M
Net Calls
+$19K
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
151
Kavar Capital Partners Group
Kansas
-$1K -150 Closed