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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

203 hedge funds and large institutions have $1.38B invested in Schwab US Large- Cap ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.47%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
26
Increased
96
Reduced
53
Closed
17
Calls
$434K
Puts
–
Net Calls
+$434K
Net Calls Change
+$434K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$451M
2
FC
2
Financial Consulate
Maryland
$19.7M
3
UBS Group
3
UBS Group
Switzerland
$7.89M
4
Jane Street
4
Jane Street
New York
$4.65M
5
Charles Schwab
5
Charles Schwab
California
$66.2M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCM
2
CWH Capital Management
Washington
$17.8M
3
AWM
3
Avior Wealth Management
Nebraska
$2.1M
4
CA
4
Corrado Advisors
New Jersey
$9.78M
5
TCM
5
Tuttle Capital Management
Connecticut
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$9.77M +$2.09M +253,932 +27%
AHS
27
Aspiriant Holdings S3
California
$9.2M +$1.61M +195,420 +21%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$8.94M -$289K -35,256 -3%
LIM
29
Leavell Investment Management
Alabama
$8.79M +$36.3K +4,416 +0.4%
SWM
30
SVA Wealth Management
Wisconsin
$8.57M +$766K +93,252 +10%
UBS Group
31
UBS Group
Switzerland
$7.89M +$6.08M +740,004 +336%
BFG
32
Bouchey Financial Group
New York
$7.82M +$836K +101,712 +12%
AIM
33
AMI Investment Management
Indiana
$7.61M +$1.32M +161,040 +21%
MFS
34
Monetta Financial Services
Illinois
$7M – – –
HCM
35
Hengehold Capital Management
Ohio
$5.69M -$34.2K -4,158 -0.6%
QI
36
QS Investors
New York
$5.67M +$4.29M +522,528 +311%
CWM
37
Cabot Wealth Management
Massachusetts
$5.65M -$1.72M -209,706 -23%
DWM
38
Destination Wealth Management
California
$5.04M +$397K +48,264 +9%
Jane Street
39
Jane Street
New York
$4.65M +$4.65M +565,152 New
LPL Financial
40
LPL Financial
California
$4.51M +$3.15M +381,768 +231%
Mariner
41
Mariner
Kansas
$4.08M +$17.2K +2,088 +0.4%
Morgan Stanley
42
Morgan Stanley
New York
$3.66M -$1.67M -203,034 -31%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.48M -$2.07M -252,330 -37%
NIC
44
Northwest Investment Counselors
Oregon
$3.38M +$78.3K +9,528 +2%
PTCG
45
Pring Turner Capital Group
California
$3.31M +$249K +30,348 +8%
SIC
46
Salem Investment Counselors
North Carolina
$3.11M +$123K +14,940 +4%
BC
47
Bartlett & Co
Ohio
$3.07M +$87.7K +10,674 +3%
VCAM
48
Van Cleef Asset Management
Ohio
$3.01M -$145K -17,688 -5%
AA
49
Alesco Advisors
New York
$2.97M +$426K +51,864 +17%
PFC
50
Phocas Financial Corp
California
$2.97M -$371K -45,114 -11%
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