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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

124 hedge funds and large institutions have $658M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
3.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
29
Increased
56
Reduced
21
Closed
2
Calls
$366K
Puts
–
Net Calls
+$366K
Net Calls Change
+$149K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$112M
2
CCM
2
CWH Capital Management
Washington
$14.7M
3
Charles Schwab
3
Charles Schwab
California
$42.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.97M
5
DWM
5
Destination Wealth Management
California
$5.93M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$207M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$797K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M
5
PFC
5
Phocas Financial Corp
California
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ECML
26
Eagle Capital Management (Louisiana)
Louisiana
$3.58M 81,299 +81,299 New
LYV
27
Live Your Vision
Pennsylvania
$3.16M 71,699 +7,270 +11%
Mariner
28
Mariner
Kansas
$3.04M 68,914 +3,236 +5%
PFC
29
Phocas Financial Corp
California
$2.7M 61,149 -9,516 -13%
NIC
30
Northwest Investment Counselors
Oregon
$2.54M 57,545 +14,020 +32%
WA
31
WESPAC Advisors
California
$2.52M 57,260 +7,649 +15%
VCAM
32
Van Cleef Asset Management
Ohio
$2.52M 57,105 +13,455 +31%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$2.4M 54,527 -269 -0.5%
QCMC
34
Quantum Capital Management (California)
California
$2.26M 51,222 +28,193 +122%
DS
35
DRW Securities
Illinois
$2.24M 50,732 +50,732 New
Citigroup
36
Citigroup
New York
$2.2M 50,005 +5 +0%
GGI
37
Godsey & Gibb Inc
Virginia
$2.16M 49,015 +15,585 +47%
HCM
38
Hengehold Capital Management
Ohio
$2.06M 46,674 +4,426 +10%
CCM
39
Carlson Capital Management
Minnesota
$2.04M 46,242 -865 -2%
SIC
40
Salem Investment Counselors
North Carolina
$2.02M 45,911 +7,980 +21%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.95M 44,315 +611 +1%
B
42
Bailard
California
$1.84M 41,785 – –
BO
43
BRR OpCo
Ohio
$1.75M 39,787 -1,547 -4%
BPM
44
Bowling Portfolio Management
Ohio
$1.69M 38,243 +11,062 +41%
CCM
45
Condor Capital Management
New Jersey
$1.6M 36,245 +765 +2%
NPC
46
National Planning Corporation
California
$1.52M 34,429 +21,221 +161%
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$1.47M 33,310 -5,510 -14%
AA
48
Alesco Advisors
New York
$1.39M 31,490 +9,986 +46%
BCI
49
Brinker Capital Investments
Pennsylvania
$1.38M 31,254 +1,909 +7%
JFG
50
JMG Financial Group
Illinois
$1.27M 28,819 +5,622 +24%
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