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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
7.73%
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
IF
151
Ironwood Financial
Arizona
$806K -$99.3K -11,268 -11%
SGCA
152
Steel Grove Capital Advisors
Tennessee
$795K -$46.4K -5,262 -6%
FWP
153
FAS Wealth Partners
Kansas
$795K +$54.5K +6,186 +8%
GIP
154
Granite Investment Partners
California
$763K +$731K +82,986 New
RC
155
RegentAtlantic Capital
New Jersey
$758K
VCM
156
Vigilant Capital Management
Maine
$747K -$17.2K -1,950 -2%
MWAC
157
Mariner Wealth Advisors (Cincinnati)
Ohio
$738K +$30.9K +3,504 +4%
CA
158
Cambridge Advisors
Nebraska
$727K +$9.62K +1,092 +1%
TYCC
159
Texas Yale Capital Corp
Florida
$719K
RWM
160
RKL Wealth Management
Pennsylvania
$713K +$2.38K +270 +0.3%
CFA
161
Cahill Financial Advisors
Minnesota
$711K +$133K +15,084 +24%
TW
162
Transform Wealth
Colorado
$648K +$40.9K +4,644 +7%
WI
163
WrapManager Inc
California
$647K +$631K +71,646 New
SWM
164
SVA Wealth Management
Wisconsin
$641K +$30.8K +3,492 +5%
DPI
165
Diversified Portfolios Inc
Michigan
$640K +$51.8K +5,874 +9%
LYV
166
Live Your Vision
Pennsylvania
$633K -$181K -20,514 -23%
PA
167
Pinnacle Associates
New York
$632K -$7.29K -828 -1%
SIAS
168
Shine Investment Advisory Services
Colorado
$632K +$617K +70,038 New
MPM
169
Meritage Portfolio Management
Kansas
$629K +$399K +45,330 +186%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$626K -$199K -22,578 -25%
SA
171
SRH Advisors
Kansas
$619K +$81K +9,198 +15%
APP
172
Avantax Planning Partners
Iowa
$619K +$604K +68,580 New
BWM
173
BerganKDV Wealth Management
Minnesota
$618K +$603K +68,406 New
MWP
174
MYCIO Wealth Partners
Pennsylvania
$614K +$295K +33,522 +97%
AC
175
Addison Capital
Pennsylvania
$600K +$259K +29,376 +79%