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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in Schwab US Large- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
28
Increased
84
Reduced
66
Closed
13
Calls
$644K
Puts
$644K
Net Calls
–
Net Calls Change
+$202K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$54.2M
2
HP
2
HT Partners
Connecticut
$32.3M
3
CCA
3
Cobblestone Capital Advisors
New York
$43.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$51.1M
5
CMP
5
Courage Miller Partners
Virginia
$10.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$236M
2
FC
2
Financial Consulate
Maryland
$0
3
DWM
3
Destination Wealth Management
California
$4.67M
4
NA
4
Nottingham Advisors
New York
$409K
5
PMG
5
ProVise Management Group
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$8.45M 169,111 +66,868 +65%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$8.39M 169,341 +18,813 +12%
SWM
28
SVA Wealth Management
Wisconsin
$7.85M 158,275 +29,548 +23%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$7.73M 155,852 +71,614 +85%
AHS
30
Aspiriant Holdings S3
California
$7.63M 153,965 -8,615 -5%
CWM
31
Cabot Wealth Management
Massachusetts
$7.41M 149,429 -24,931 -14%
MFS
32
Monetta Financial Services
Illinois
$7.04M 142,000 – –
BFG
33
Bouchey Financial Group
New York
$7.02M 141,590 +6,156 +5%
AIM
34
AMI Investment Management
Indiana
$6.32M 127,450 +20,309 +19%
HCM
35
Hengehold Capital Management
Ohio
$5.76M 116,174 +3,288 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.58M 112,650 +5,310 +5%
Morgan Stanley
37
Morgan Stanley
New York
$5.36M 108,075 +37,146 +52%
AWM
38
Avior Wealth Management
Nebraska
$5.26M 106,147 -4,798 -4%
BPM
39
Bowling Portfolio Management
Ohio
$4.88M 98,342 +46,030 +88%
DWM
40
Destination Wealth Management
California
$4.67M 94,102 -304,895 -76%
Mariner
41
Mariner
Kansas
$4.08M 82,328 -3,198 -4%
TCM
42
Tuttle Capital Management
Connecticut
$3.77M 76,134 -29,659 -28%
PFC
43
Phocas Financial Corp
California
$3.35M 67,657 -3,024 -4%
NIC
44
Northwest Investment Counselors
Oregon
$3.32M 66,974 +185 +0.3%
VCAM
45
Van Cleef Asset Management
Ohio
$3.17M 63,992 -1,765 -3%
PTCG
46
Pring Turner Capital Group
California
$3.08M 62,030 -3,350 -5%
SIC
47
Salem Investment Counselors
North Carolina
$3.01M 60,636 +7,235 +14%
BC
48
Bartlett & Co
Ohio
$3M 60,477 +986 +2%
NDSI
49
Newman Dignan & Sheerar Inc
Rhode Island
$2.71M 54,576 +4,224 +8%
HCM
50
Hollencrest Capital Management
California
$2.65M 53,395 -248 -0.5%
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