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Schwab US Broad Market ETF

309 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

617% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $597K

187% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 55

187% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 23

29% more funds holding in top 10

Funds holding in top 10: 3444 (+10)

15% more capital invested

Capital invested by funds: $2.07B → $2.39B (+$320M)

15% more funds holding

Funds holding: 269309 (+40)

7.03% more ownership

Funds ownership: 180.14%187.17% (+7%)

Holders
309
Holders Change
+40
Holders Change %
+14.87%
% of All Funds
7.73%
Holding in Top 10
44
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+29.41%
% of All Funds
1.1%
New
66
Increased
158
Reduced
55
Closed
23
Calls
$4.28M
Puts
$597K
Net Calls
+$3.68M
Net Calls Change
+$753K
Name Holding Trade Value Shares
Change
Change in
Stake
SLA
201
Silver Lake Advisory
Utah
$360K +$2.11K +240 +0.6%
TCM
202
Twele Capital Management
Minnesota
$359K
FIM
203
Frontier Investment Management
Texas
$359K +$3.81K +432 +1%
RI
204
Ridgewood Investments
New Jersey
$353K +$345K +39,132 New
IFS
205
Ifrah Financial Services
Arkansas
$352K -$381K -43,260 -53%
TH
206
Timber Hill
Connecticut
$338K +$330K +37,458 New
IC
207
InterOcean Capital
Illinois
$334K +$109K +12,360 +50%
PIA
208
Peachtree Investment Advisors
Georgia
$312K +$6.87K +780 +2%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$310K +$302K +34,326 New
Citigroup
210
Citigroup
New York
$305K +$1.9K +216 +0.6%
WPA
211
West Paces Advisors
Georgia
$302K +$294K +33,426 New
CAG
212
Crestwood Advisors Group
Massachusetts
$297K +$8.19K +930 +3%
AAS
213
Annex Advisory Services
Wisconsin
$296K -$62.3K -7,068 -18%
VWA
214
V Wealth Advisors
Kansas
$279K +$634 +72 +0.2%
GG
215
Gofen & Glossberg
Illinois
$272K +$370 +42 +0.1%
PWM
216
Perigon Wealth Management
California
$267K +$34.3K +3,888 +16%
GMA
217
Goldstein Munger & Associates
California
$267K +$37.8K +4,296 +17%
CWM
218
Cabot Wealth Management
Massachusetts
$266K -$7.29K -828 -3%
V
219
Veritable
Delaware
$265K +$264 +30 +0.1%
CAM
220
Carret Asset Management
New York
$265K +$50.1K +5,688 +24%
CIC
221
Carnegie Investment Counsel
Ohio
$260K +$250K +28,374 New
LBC
222
Lowe Brockenbrough & Co
Virginia
$260K +$254K +28,836 New
SBH
223
Segall Bryant & Hamill
Illinois
$259K
LAIC
224
Lederer & Associates Investment Counsel
California
$259K +$253K +28,668 New
QCMNJ
225
Quantum Capital Management (New Jersey)
New Jersey
$258K -$20.2K -2,298 -7%