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Schwab US Broad Market ETF

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 72

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

37% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $902K

13% more capital invested

Capital invested by funds: $2.39B → $2.69B (+$302M)

9% more funds holding in top 10

Funds holding in top 10: 4448 (+4)

6% more funds holding

Funds holding: 309327 (+18)

2.93% more ownership

Funds ownership: 187.17%190.11% (+2.9%)

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.14%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.19%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
151
Sigma Investment Counselors
Michigan
$882K +$4K +426 +0.5%
NCM
152
Novare Capital Management
North Carolina
$876K +$17.4K +1,860 +2%
TCT
153
TIAA CREF Trust
Missouri
$872K
AA
154
Advisory Alpha
Michigan
$864K +$852K +90,810 New
TYCC
155
Texas Yale Capital Corp
Florida
$850K +$91.5K +9,750 +12%
FWP
156
FAS Wealth Partners
Kansas
$847K +$10.4K +1,104 +1%
SGCA
157
Steel Grove Capital Advisors
Tennessee
$841K +$4K +426 +0.5%
V
158
Veritable
Delaware
$839K +$552K +58,812 +200%
GIP
159
Granite Investment Partners
California
$818K +$31.2K +3,324 +4%
AC
160
Addison Capital
Pennsylvania
$815K +$181K +19,302 +29%
CA
161
Cambridge Advisors
Nebraska
$810K +$43.1K +4,596 +6%
IF
162
Ironwood Financial
Arizona
$807K -$41.4K -4,416 -5%
CFA
163
Cahill Financial Advisors
Minnesota
$757K +$7.66K +816 +1%
SIAS
164
Shine Investment Advisory Services
Colorado
$728K +$61.2K +6,522 +9%
HCA
165
Horan Capital Advisors
Ohio
$727K +$717K +76,476 New
SA
166
SRH Advisors
Kansas
$725K +$72.3K +7,704 +11%
ZIC
167
ZWJ Investment Counsel
Georgia
$725K +$715K +76,224 New
ODCM
168
Old Dominion Capital Management
Virginia
$722K +$712K +75,876 New
TW
169
Transform Wealth
Colorado
$716K +$33.2K +3,540 +5%
VCM
170
Vigilant Capital Management
Maine
$709K -$77.4K -8,250 -10%
WCM
171
Weik Capital Management
Pennsylvania
$689K +$450K +48,000 +196%
LYV
172
Live Your Vision
Pennsylvania
$683K +$16.3K +1,734 +2%
AF
173
Allworth Financial
California
$683K +$132K +14,088 +24%
DPI
174
Diversified Portfolios Inc
Michigan
$679K +$4.84K +516 +0.7%
FCAG
175
First Capital Advisors Group
New Jersey
$677K +$668K +71,196 New