We are live on ! Find out more
SCHB icon

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
WPIC
151
White Pine Investment Company
Michigan
$1.86M +$222K +20,316 +14%
BJL
152
Brighton Jones LLC
Washington
$1.83M +$437K +39,984 +32%
KF
153
Krilogy Financial
Missouri
$1.8M -$21.8K -1,998 -1%
WF
154
WealthTrust Fairport
Ohio
$1.79M +$89.2K +8,154 +5%
NGA
155
Naples Global Advisors
Florida
$1.71M +$87.1K +7,968 +5%
BWL
156
Bogart Wealth LLC
Virginia
$1.7M +$121K +11,046 +8%
AG
157
Advisor Group
Arizona
$1.62M -$1.38M -126,360 -46%
LPIC
158
LeJeune Puetz Investment Counsel
Michigan
$1.61M +$65.6K +6,000 +4%
AC
159
Addison Capital
Pennsylvania
$1.59M +$34.4K +3,150 +2%
JIC
160
Johnson Investment Counsel
Ohio
$1.59M +$70.8K +6,474 +5%
HCA
161
Horan Capital Advisors
Ohio
$1.59M +$194K +17,730 +14%
BL
162
BCWM LLC
Kansas
$1.59M -$336K -30,696 -17%
MIAN
163
Mariner Independent Advisor Network
Kansas
$1.58M -$190K -17,364 -11%
PFA
164
Pinnacle Family Advisors
Missouri
$1.55M +$854K +78,078 +125%
VA
165
Valmark Advisers
Ohio
$1.51M +$121K +11,088 +9%
Citadel Advisors
166
Citadel Advisors
Florida
$1.51M +$1.5M +137,556 New
SMC
167
Smith, Moore & Co
Missouri
$1.49M -$61.9K -5,664 -4%
CA
168
Cambridge Advisors
Nebraska
$1.46M +$14.9K +1,362 +1%
TF
169
TIAA FSB
Florida
$1.45M -$52.5K -4,800 -4%
AMG
170
Asset Management Group
Connecticut
$1.44M -$20.3K -1,860 -1%
SSWM
171
Sheets Smith Wealth Management
North Carolina
$1.43M -$1.77K -162 -0.1%
EA
172
Edge Advisors
Georgia
$1.43M
PFC
173
Phocas Financial Corp
California
$1.4M
PC
174
Palo Capital
California
$1.38M +$36.9K +3,372 +3%
SCA
175
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M -$31.8K -2,910 -2%