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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

206 hedge funds and large institutions have $1.39B invested in Schwab US Large- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
21
Increased
109
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$450M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$74.4M
3
Mariner
3
Mariner
Kansas
$20.9M
4
Creative Planning
4
Creative Planning
Kansas
$16.2M
5
QI
5
QS Investors
New York
$20.5M

Top Sellers

1
HP
1
HT Partners
Connecticut
$624K
2
FMP
2
Financial Management Professionals
Texas
$27.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.61M
4
UBS Group
4
UBS Group
Switzerland
$2.09M
5
FC
5
Financial Consulate
Maryland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHS
26
Aspiriant Holdings S3
California
$9.83M +$1.29M +169,578 +15%
JFG
27
JMG Financial Group
Illinois
$8.99M -$1.29M -169,218 -13%
SWM
28
SVA Wealth Management
Wisconsin
$8.77M +$812K +106,440 +10%
CA
29
Corrado Advisors
New Jersey
$8.56M -$523K -68,598 -6%
Wells Fargo
30
Wells Fargo
California
$8.52M +$6.17M +809,556 +263%
LIM
31
Leavell Investment Management
Alabama
$8.03M -$126K -16,530 -2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$7.88M -$282K -37,704 -3%
Jane Street
33
Jane Street
New York
$7.86M +$3.55M +465,528 +82%
BFG
34
Bouchey Financial Group
New York
$7.68M +$423K +55,488 +6%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$7.39M -$2.23M -292,440 -23%
AIM
36
AMI Investment Management
Indiana
$6.71M -$346K -45,420 -5%
Goldman Sachs
37
Goldman Sachs
New York
$6.61M -$5.44M -712,890 -45%
BPM
38
Bowling Portfolio Management
Ohio
$6M +$3.58M +470,010 +148%
MFS
39
Monetta Financial Services
Illinois
$5.49M -$1.01M -132,000 -15%
AFWA
40
Ancora Family Wealth Advisors
Ohio
$5.34M +$5.34M +699,816 New
CWM
41
Cabot Wealth Management
Massachusetts
$5.21M -$26.3K -3,444 -0.5%
LPL Financial
42
LPL Financial
California
$4.96M +$641K +81,228 +15%
HCM
43
Hengehold Capital Management
Ohio
$4.36M -$927K -121,482 -18%
SFA
44
Sequoia Financial Advisors
Ohio
$4.33M +$3.16M +414,216 +270%
PFC
45
Phocas Financial Corp
California
$4.21M +$1.46M +191,562 +53%
DWM
46
Destination Wealth Management
California
$4.1M -$572K -74,946 -12%
NIC
47
Northwest Investment Counselors
Oregon
$3.44M +$305K +39,942 +10%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$3.37M +$137K +17,922 +4%
AA
49
Alesco Advisors
New York
$3.23M +$478K +62,646 +17%
VCAM
50
Van Cleef Asset Management
Ohio
$3.2M +$405K +53,064 +14%
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