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Schwab US Broad Market ETF

269 hedge funds and large institutions have $2.07B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 128 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more call options, than puts

Call options by funds: $3.42M | Put options by funds: $495K

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

66% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 77

19% more capital invested

Capital invested by funds: $1.74B → $2.07B (+$332M)

13.26% more ownership

Funds ownership: 166.88%180.14% (+13%)

5% more funds holding

Funds holding: 257269 (+12)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
7.18%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.91%
New
28
Increased
128
Reduced
77
Closed
14
Calls
$3.42M
Puts
$495K
Net Calls
+$2.93M
Net Calls Change
-$158K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
176
Peachtree Investment Advisors
Georgia
$295K +$1.3K +150 +0.4%
Citigroup
177
Citigroup
New York
$292K -$40.8K -4,698 -12%
AI
178
Atria Investments
North Carolina
$286K -$4.69K -540 -2%
SB
179
Suntrust Banks
Georgia
$279K +$104 +12 +0%
CAG
180
Crestwood Advisors Group
Massachusetts
$279K +$35.2K +4,050 +15%
CA
181
Callahan Advisors
Texas
$276K -$32.9K -3,792 -11%
QCMNJ
182
Quantum Capital Management (New Jersey)
New Jersey
$269K -$32.2K -3,714 -11%
VWA
183
V Wealth Advisors
Kansas
$268K +$313 +36 +0.1%
CWM
184
Cabot Wealth Management
Massachusetts
$264K -$131K -15,042 -33%
GG
185
Gofen & Glossberg
Illinois
$263K +$2.97K +342 +1%
FTUS
186
Flow Traders U.S.
New York
$258K -$1M -115,422 -80%
V
187
Veritable
Delaware
$256K +$255K +29,370 New
SBH
188
Segall Bryant & Hamill
Illinois
$250K +$249K +28,638 New
PAG
189
Private Advisor Group
New Jersey
$248K -$17.3K -1,992 -6%
SHWM
190
Smith & Howard Wealth Management
Georgia
$246K -$200K -23,028 -45%
NDSI
191
Newman Dignan & Sheerar Inc
Rhode Island
$243K -$182K -20,958 -43%
NHC
192
Nicholas Hoffman & Company
Georgia
$238K +$1.35K +156 +0.6%
NPPM
193
North Point Portfolio Managers
Ohio
$235K
FF
194
Friedenthal Financial
New Jersey
$229K -$1.04K -120 -0.5%
BPM
195
Bowling Portfolio Management
Ohio
$229K +$228K +26,268 New
AWM
196
Avior Wealth Management
Nebraska
$227K +$9.27K +1,068 +4%
WA
197
Wealth Architects
California
$225K +$104 +12 +0%
AA
198
Advisory Alpha
Michigan
$223K +$192K +22,158 +639%
GMA
199
Goldstein Munger & Associates
California
$221K +$11K +1,272 +5%
HSA
200
HBK Sorce Advisory
Pennsylvania
$220K