SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

148 hedge funds and large institutions have $857M invested in Schwab US Large- Cap ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+13
Holders Change %
+9.63%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
25
Increased
70
Reduced
33
Closed
10
Calls
$469K
Puts
$295K
Net Calls
+$174K
Net Calls Change
-$421K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$144M
2
FMP
2
Financial Management Professionals
Texas
$19.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$244M
4
PFG
4
Piershale Financial Group
Illinois
$6.5M
5
PA
5
Planning Alternatives
Michigan
$8.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.4M
2
BPM
2
Bowling Portfolio Management
Ohio
$880K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$30.2M
4
CCM
4
CWH Capital Management
Washington
$16.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Bouchey Financial Group
New York
$4.85M 103,636 -8 -0%
AWM
27
Avior Wealth Management
Nebraska
$4.84M 103,440 +10,117 +11%
DWM
28
Destination Wealth Management
California
$4.84M 103,445 +10,623 +11%
LIM
29
Leavell Investment Management
Alabama
$4.74M 101,210 +11,898 +13%
HCM
30
Hengehold Capital Management
Ohio
$4.19M 89,462 +23,669 +36%
JFG
31
JMG Financial Group
Illinois
$4.14M 88,368 +35,752 +68%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.96M 84,612 -3,855 -4%
Mariner
33
Mariner
Kansas
$3.85M 82,277 +30,910 +60%
LYV
34
Live Your Vision
Pennsylvania
$3.63M 77,446 -487 -0.6%
PFC
35
Phocas Financial Corp
California
$3.06M 65,292 +2,804 +4%
Jane Street
36
Jane Street
New York
$3.04M 64,863 +64,863 New
NIC
37
Northwest Investment Counselors
Oregon
$3.01M 64,230 +2,920 +5%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.87M 61,326 -48,254 -44%
VCAM
39
Van Cleef Asset Management
Ohio
$2.69M 57,531 -950 -2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.63M 56,168 +26,976 +92%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.59M 55,233 -11,633 -17%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$2.42M 51,714 +2,115 +4%
Citigroup
43
Citigroup
New York
$2.34M 50,005 -16 -0%
TRCT
44
Tower Research Capital (TRC)
New York
$2.32M 49,453 +49,453 New
SIC
45
Salem Investment Counselors
North Carolina
$2.25M 48,031 +200 +0.4%
CCM
46
Carlson Capital Management
Minnesota
$2.11M 45,000 -590 -1%
B
47
Bailard
California
$2.05M 43,855 -550 -1%
BCI
48
Brinker Capital Investments
Pennsylvania
$2.05M 43,862 +4,476 +11%
VFS
49
VSR Financial Services
Kansas
$2.01M 42,862 +12,236 +40%
BIT
50
BlackRock Institutional Trust
California
$1.97M 42,100 +42,100 New
1
2
3 4 5