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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

97 hedge funds and large institutions have $441M invested in Schwab US Large- Cap ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
3.15%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
20
Increased
41
Reduced
24
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$206K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19M
2
Charles Schwab
2
Charles Schwab
California
$30.5M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M
4
FMP
4
Financial Management Professionals
Texas
$11.2M
5
LYV
5
Live Your Vision
Pennsylvania
$2.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$197M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$27.5M
3
CCA
3
Cobblestone Capital Advisors
New York
$15.2M
4
BPM
4
Bowling Portfolio Management
Ohio
$1.09M
5
U
5
UBS
Switzerland
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.76M +$144K +21,534 +9%
VCAM
27
Van Cleef Asset Management
Ohio
$1.76M -$241K -35,982 -12%
NIC
28
Northwest Investment Counselors
Oregon
$1.75M +$491K +73,230 +39%
HCM
29
Hengehold Capital Management
Ohio
$1.7M -$43.2K -6,438 -2%
B
30
Bailard
California
$1.68M -$528K -78,780 -24%
BO
31
BRR OpCo
Ohio
$1.66M +$9.01K +1,344 +0.5%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$1.56M -$520K -77,580 -25%
SIC
33
Salem Investment Counselors
North Carolina
$1.53M +$123K +18,300 +9%
CCM
34
Condor Capital Management
New Jersey
$1.43M +$176K +26,328 +14%
GGI
35
Godsey & Gibb Inc
Virginia
$1.34M +$1.34M +200,580 New
BCI
36
Brinker Capital Investments
Pennsylvania
$1.18M +$102K +15,270 +9%
BPM
37
Bowling Portfolio Management
Ohio
$1.09M -$3.97M -592,962 -78%
JFG
38
JMG Financial Group
Illinois
$933K +$125K +18,702 +16%
QCMC
39
Quantum Capital Management (California)
California
$926K -$54.6K -8,154 -6%
CMP
40
Courage Miller Partners
Virginia
$913K +$436K +65,040 +91%
IFS
41
Ifrah Financial Services
Arkansas
$895K -$23.6K -3,522 -3%
AA
42
Alesco Advisors
New York
$865K +$264K +39,384 +44%
WAM
43
Wood Asset Management
Florida
$802K -$50.7K -7,560 -6%
BCM
44
BTR Capital Management
California
$784K +$40.2K +6,000 +5%
DWM
45
Destination Wealth Management
California
$670K +$670K +100,038 New
SSWM
46
Sheets Smith Wealth Management
North Carolina
$632K +$603 +90 +0.1%
BRWA
47
B. Riley Wealth Advisors
Florida
$606K -$20.5K -3,060 -3%
TH
48
Timber Hill
Connecticut
$599K -$979K -146,040 -62%
LPL Financial
49
LPL Financial
California
$592K +$155K +22,698 +35%
NPC
50
National Planning Corporation
California
$536K -$122 -18 -0%
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