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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
ODCM
176
Old Dominion Capital Management
Virginia
$1.37M +$48.2K +4,410 +4%
LIM
177
Leavell Investment Management
Alabama
$1.37M +$204K +18,642 +18%
RWM
178
RKL Wealth Management
Pennsylvania
$1.34M +$688K +62,958 +108%
SGCA
179
Steel Grove Capital Advisors
Tennessee
$1.31M +$74K +6,768 +6%
SBA
180
Secrest Blakey & Associates
North Carolina
$1.31M +$74.5K +6,816 +6%
SA
181
SRH Advisors
Kansas
$1.3M +$105K +9,588 +9%
SBH
182
Segall Bryant & Hamill
Illinois
$1.29M +$957K +87,522 +296%
BSW
183
Buckingham Strategic Wealth
Missouri
$1.28M +$216K +19,716 +20%
NCM
184
Novare Capital Management
North Carolina
$1.26M -$291K -26,652 -19%
CFA
185
Capstone Financial Advisors
Illinois
$1.23M
AWA
186
Acorn Wealth Advisors
Michigan
$1.23M +$6.56K +600 +0.5%
GIP
187
Granite Investment Partners
California
$1.21M
MWAC
188
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.21M +$142K +13,008 +13%
LCM
189
Liberty Capital Management
Michigan
$1.2M +$134K +12,234 +13%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$1.19M +$280K +25,620 +31%
CWS
191
Cypress Wealth Services
California
$1.17M +$40.7K +3,720 +4%
WCM
192
Weik Capital Management
Pennsylvania
$1.16M +$87.6K +8,010 +8%
FSA
193
Financial Services Advisory
Maryland
$1.15M +$1.14M +104,568 New
AA
194
Ancora Advisors
Ohio
$1.14M -$71K -6,492 -6%
DSN
195
D. Scott Neal
Kentucky
$1.13M -$47.6K -4,356 -4%
BWP
196
BSW Wealth Partners
Colorado
$1.13M -$45.1K -4,122 -4%
SIAS
197
Shine Investment Advisory Services
Colorado
$1.13M +$19.6K +1,794 +2%
FIM
198
Frontier Investment Management
Texas
$1.07M +$762K +69,684 +249%
ASN
199
Advisory Services Network
Georgia
$1.07M +$230K +21,060 +29%
AWS
200
AJ Wealth Strategies
New York
$1.07M +$414K +37,848 +64%