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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

135 hedge funds and large institutions have $745M invested in Schwab US Large- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.9%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
22
Increased
65
Reduced
32
Closed
11
Calls
$617K
Puts
$22K
Net Calls
+$595K
Net Calls Change
+$229K

Top Buyers

1
AHS
Aspiriant Holdings S3
California
$18.6M
2
CSIA
Charles Schwab Investment Advisory
California
$223M
3
EWM
Evermay Wealth Management
Virginia
$13M
4
Goldman Sachs
Goldman Sachs
New York
$19.4M
5
Charles Schwab
Charles Schwab
California
$49.6M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$550K
2
ACM
Avalon Capital Management
California
$2.59M
3
WA
WESPAC Advisors
California
$0
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.34M
5
DWM
Destination Wealth Management
California
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$3.99M -$618K -82,920 -13%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.96M -$485K -65,040 -11%
LYV
28
Live Your Vision
Pennsylvania
$3.48M +$279K +37,404 +9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.99M +$1.01M +135,306 +51%
HCM
30
Hengehold Capital Management
Ohio
$2.94M +$855K +114,714 +41%
PFC
31
Phocas Financial Corp
California
$2.79M +$59.9K +8,034 +2%
NIC
32
Northwest Investment Counselors
Oregon
$2.74M +$168K +22,590 +7%
VCAM
33
Van Cleef Asset Management
Ohio
$2.62M +$61.5K +8,256 +2%
ACM
34
Avalon Capital Management
California
$2.59M -$3.82M -512,844 -60%
JFG
35
JMG Financial Group
Illinois
$2.35M +$1.06M +142,782 +83%
Mariner
36
Mariner
Kansas
$2.3M -$785K -105,282 -25%
Citigroup
37
Citigroup
New York
$2.24M +$716 +96 +0%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$2.22M -$220K -29,568 -9%
SIC
39
Salem Investment Counselors
North Carolina
$2.14M +$85.9K +11,520 +4%
CCM
40
Carlson Capital Management
Minnesota
$2.04M -$29.1K -3,912 -1%
B
41
Bailard
California
$1.99M +$117K +15,720 +6%
PA
42
Planning Alternatives
Michigan
$1.86M +$1.66M +222,864 +838%
BO
43
BRR OpCo
Ohio
$1.78M +$447 +60 +0%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.76M +$364K +48,792 +26%
NPC
45
National Planning Corporation
California
$1.74M +$183K +24,330 +12%
DS
46
DRW Securities
Illinois
$1.67M -$597K -80,076 -26%
CCM
47
Condor Capital Management
New Jersey
$1.66M +$39.7K +5,322 +2%
AA
48
Alesco Advisors
New York
$1.65M +$238K +31,968 +17%
GGI
49
Godsey & Gibb Inc
Virginia
$1.62M -$569K -76,410 -26%
VFS
50
VSR Financial Services
Kansas
$1.37M +$1.37M +183,756 New
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