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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
AF
201
Allworth Financial
California
$1.06M +$27.4K +2,508 +3%
V
202
Veritable
Delaware
$1.03M +$60.5K +5,538 +6%
IF
203
Ironwood Financial
Arizona
$1.02M +$45.6K +4,170 +5%
PAG
204
Private Advisor Group
New Jersey
$1.02M -$1.74M -159,168 -63%
Ameriprise
205
Ameriprise
Minnesota
$1.01M +$71.3K +6,522 +8%
MA
206
Mutual Advisors
Nebraska
$1M +$41.7K +3,810 +4%
HCM
207
Hollencrest Capital Management
California
$987K -$257K -23,544 -21%
TYCC
208
Texas Yale Capital Corp
Florida
$983K
BIA
209
Bigelow Investment Advisors
Maine
$968K -$3.35K -306 -0.3%
CIC
210
Carnegie Investment Counsel
Ohio
$930K +$526K +48,102 +142%
NCM
211
Northwest Capital Management
Oregon
$910K -$1.97K -180 -0.2%
PA
212
PFG Advisors
Arizona
$907K -$5.05K -462 -0.6%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$898K +$570K +52,092 +176%
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$885K -$41.2K -3,768 -4%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$883K -$226K -20,652 -20%
GCA
216
Gradient Capital Advisors
California
$882K +$111K +10,182 +15%
SCM
217
SOL Capital Management
Maryland
$872K +$20.5K +1,878 +2%
CAM
218
Carret Asset Management
New York
$851K +$35.3K +3,228 +4%
PCA
219
Personal Capital Advisors
California
$848K -$970K -88,746 -53%
VCM
220
Versant Capital Management
Arizona
$847K -$10.8K -984 -1%
FWP
221
FAS Wealth Partners
Kansas
$833K +$48.2K +4,404 +6%
KWM
222
Kingsview Wealth Management
Oregon
$817K -$459 -42 -0.1%
FWM
223
Frontier Wealth Management
Missouri
$810K +$87.2K +7,980 +12%
RW
224
REDW Wealth
New Mexico
$803K +$459 +42 +0.1%
A
225
AdvicePeriod
California
$803K +$798K +73,014 New