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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

182 hedge funds and large institutions have $1.08B invested in Schwab US Large- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.86%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.72%
New
41
Increased
90
Reduced
31
Closed
9
Calls
$446K
Puts
$648K
Net Calls
-$202K
Net Calls Change
-$573K

Top Buyers

1
FC
1
Financial Consulate
Maryland
$21.9M
2
DWM
2
Destination Wealth Management
California
$19.6M
3
CA
3
Corrado Advisors
New Jersey
$16.9M
4
IF
4
Ironwood Financial
Arizona
$10.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.5M

Top Sellers

1
AHS
1
Aspiriant Holdings S3
California
$7.98M
2
HCM
2
Hollencrest Capital Management
California
$2.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$5.19M
5
CCM
5
CWH Capital Management
Washington
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$8.09M 165,020 +55,685 +51%
AHS
27
Aspiriant Holdings S3
California
$7.98M 162,580 -354,700 -69%
JFG
28
JMG Financial Group
Illinois
$7.4M 150,849 +23,400 +18%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$7.38M 150,528 +150,528 New
MFS
30
Monetta Financial Services
Illinois
$6.97M 142,000 – –
BFG
31
Bouchey Financial Group
New York
$6.64M 135,434 +23,251 +21%
Jane Street
32
Jane Street
New York
$6.63M 135,124 +104,654 +343%
SWM
33
SVA Wealth Management
Wisconsin
$6.31M 128,727 +8,302 +7%
HCM
34
Hengehold Capital Management
Ohio
$5.54M 112,886 +23,600 +26%
AWM
35
Avior Wealth Management
Nebraska
$5.44M 110,945 +3,277 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.27M 107,340 +48,447 +82%
AIM
37
AMI Investment Management
Indiana
$5.26M 107,141 +4,066 +4%
TCM
38
Tuttle Capital Management
Connecticut
$5.19M 105,793 -63,537 -38%
UCFA
39
United Capital Financial Advisors
Texas
$5.02M 102,243 +63,659 +165%
WA
40
WealthTrust-Arizona
Arizona
$4.61M 93,963 +67,002 +249%
Mariner
41
Mariner
Kansas
$4.19M 85,526 +142 +0.2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$4.13M 84,238 +65,424 +348%
LYV
43
Live Your Vision
Pennsylvania
$4.01M 82,945 +3,933 +5%
Morgan Stanley
44
Morgan Stanley
New York
$3.48M 70,929 +5,164 +8%
PFC
45
Phocas Financial Corp
California
$3.47M 70,681 -1,390 -2%
NIC
46
Northwest Investment Counselors
Oregon
$3.28M 66,789 -1,320 -2%
VCAM
47
Van Cleef Asset Management
Ohio
$3.23M 65,757 +7,741 +13%
PTCG
48
Pring Turner Capital Group
California
$3.21M 65,380 +65,380 New
BC
49
Bartlett & Co
Ohio
$2.92M 59,491 +241 +0.4%
HCM
50
Hollencrest Capital Management
California
$2.63M 53,643 -194,312 -78%
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