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Schwab US Broad Market ETF

583 hedge funds and large institutions have $6.16B invested in Schwab US Broad Market ETF in 2019 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 249 increasing their positions, 183 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,333% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $15K

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

36% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 183

9% more capital invested

Capital invested by funds: $5.64B → $6.16B (+$514M)

4% more funds holding

Funds holding: 558583 (+25)

2.54% more ownership

Funds ownership: 239.09%241.62% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 9595 (0)

Holders
583
Holders Change
+25
Holders Change %
+4.48%
% of All Funds
12.66%
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.06%
New
56
Increased
249
Reduced
183
Closed
25
Calls
$2.46M
Puts
$15K
Net Calls
+$2.45M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Hudock Inc
Pennsylvania
$2.65M -$383K -33,132 -13%
SBL
177
Sargent Bickham Lagudis
Colorado
$2.6M -$1.89M -164,094 -43%
PV
178
Private Vista
Illinois
$2.6M -$418K -36,174 -14%
DPI
179
Diversified Portfolios Inc
Michigan
$2.59M -$277K -24,012 -10%
BAM
180
Belpointe Asset Management
Nevada
$2.55M +$2.51M +217,008 New
RJFSA
181
Raymond James Financial Services Advisors
Florida
$2.52M -$426K -36,894 -15%
KIA
182
KCM Investment Advisors
California
$2.5M -$3.05K -264 -0.1%
PCMC
183
Private Capital Management (Colorado)
Colorado
$2.49M +$28.4K +2,460 +1%
NGA
184
Naples Global Advisors
Florida
$2.49M +$370K +32,064 +18%
William Blair & Company
185
William Blair & Company
Illinois
$2.48M +$1.41M +122,370 +139%
LIM
186
Leavell Investment Management
Alabama
$2.44M +$213K +18,420 +10%
CMBA
187
C.M. Bidwell & Associates
Hawaii
$2.44M -$15.1K -1,308 -0.6%
EVM
188
Eaton Vance Management
Massachusetts
$2.44M -$41.6K -3,600 -2%
Ameriprise
189
Ameriprise
Minnesota
$2.43M -$63.8K -5,526 -3%
KF
190
Krilogy Financial
Missouri
$2.42M +$15.9K +1,374 +0.7%
BL
191
Balentine LLC
Georgia
$2.4M
HCMT
192
Highland Capital Management (Tennessee)
Tennessee
$2.35M -$45.2K -3,918 -2%
JMPWA
193
JP Morgan Private Wealth Advisors
California
$2.3M -$937K -81,186 -29%
SA
194
SRH Advisors
Kansas
$2.29M +$252K +21,786 +13%
Goldman Sachs
195
Goldman Sachs
New York
$2.29M -$36.5M -3,159,558 -94%
PCIA
196
Prime Capital Investment Advisors
Kansas
$2.29M +$331K +28,668 +17%
DWM
197
Destination Wealth Management
California
$2.28M -$141K -12,180 -6%
VC
198
Voit & Company
Wisconsin
$2.23M -$15.9K -1,380 -0.7%
VCAM
199
Van Cleef Asset Management
Ohio
$2.21M +$20.8K +1,800 +1%
BWL
200
Bogart Wealth LLC
Virginia
$2.21M -$10.7K -924 -0.5%