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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

152 hedge funds and large institutions have $899M invested in Schwab US Large- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
4.41%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
15
Increased
77
Reduced
41
Closed
10
Calls
$1.22M
Puts
$846K
Net Calls
+$371K
Net Calls Change
+$197K

Top Buyers

1
HCM
1
Hollencrest Capital Management
California
$11.7M
2
TCM
2
Tuttle Capital Management
Connecticut
$7.96M
3
CSIA
3
Charles Schwab Investment Advisory
California
$253M
4
CCA
4
Cobblestone Capital Advisors
New York
$26.9M
5
NA
5
Nottingham Advisors
New York
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.09M
2
U
2
UBS
Switzerland
$1.69M
3
DWM
3
Destination Wealth Management
California
$1.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citigroup
5
Citigroup
New York
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$5.17M 109,910 -15,098 -12%
LIM
27
Leavell Investment Management
Alabama
$5.14M 109,335 +8,125 +8%
AWM
28
Avior Wealth Management
Nebraska
$5.06M 107,668 +4,228 +4%
AIM
29
AMI Investment Management
Indiana
$4.84M 103,075 -1,310 -1%
HCM
30
Hengehold Capital Management
Ohio
$4.2M 89,286 -176 -0.2%
Mariner
31
Mariner
Kansas
$4.01M 85,384 +3,107 +4%
LYV
32
Live Your Vision
Pennsylvania
$3.56M 79,012 +1,566 +2%
TRCT
33
Tower Research Capital (TRC)
New York
$3.46M 73,727 +24,274 +49%
PFC
34
Phocas Financial Corp
California
$3.39M 72,071 +6,779 +10%
NIC
35
Northwest Investment Counselors
Oregon
$3.2M 68,109 +3,879 +6%
Morgan Stanley
36
Morgan Stanley
New York
$3.09M 65,765 -285,236 -81%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M 59,716 -24,896 -29%
NA
38
Nottingham Advisors
New York
$2.79M 59,339 +59,339 New
BC
39
Bartlett & Co
Ohio
$2.78M 59,250 +44,290 +296%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.77M 58,893 +3,660 +7%
VCAM
41
Van Cleef Asset Management
Ohio
$2.73M 58,016 +485 +0.8%
SIC
42
Salem Investment Counselors
North Carolina
$2.38M 50,666 +2,635 +5%
VFS
43
VSR Financial Services
Kansas
$2.33M 49,574 +6,712 +16%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$2.24M 47,621 -4,093 -8%
KIA
45
KCM Investment Advisors
California
$2.21M 46,916 +46,916 New
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$2.1M 44,748 +3,139 +8%
CCM
47
Carlson Capital Management
Minnesota
$2.09M 44,396 -604 -1%
AA
48
Alesco Advisors
New York
$2.08M 44,217 +4,217 +11%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.01M 42,672 +42,022 +6,465%
BCI
50
Brinker Capital Investments
Pennsylvania
$2M 42,488 -1,374 -3%
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