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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

97 hedge funds and large institutions have $441M invested in Schwab US Large- Cap ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
3.15%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
20
Increased
41
Reduced
24
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$206K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19M
2
Charles Schwab
2
Charles Schwab
California
$30.5M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M
4
FMP
4
Financial Management Professionals
Texas
$11.2M
5
LYV
5
Live Your Vision
Pennsylvania
$2.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$197M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$27.5M
3
CCA
3
Cobblestone Capital Advisors
New York
$15.2M
4
BPM
4
Bowling Portfolio Management
Ohio
$1.09M
5
U
5
UBS
Switzerland
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
EMA
51
Efficient Market Advisors
California
$527K – – –
SAM
52
Summit Asset Management
Tennessee
$474K – – –
BFPW
53
BOK Financial Private Wealth
Colorado
$457K +$11.6K +1,728 +3%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$430K +$25.2K +3,762 +6%
AI
55
Atria Investments
North Carolina
$405K -$73.3K -10,956 -15%
UCFA
56
United Capital Financial Advisors
Texas
$395K -$513K -76,584 -56%
AIG
57
American International Group
New York
$393K +$393K +58,608 New
HIC
58
Hartline Investment Corp
Illinois
$361K – – –
MCC
59
Mid Continent Capital
Illinois
$336K -$36.2K -5,400 -10%
HighTower Advisors
60
HighTower Advisors
Illinois
$335K +$23K +3,444 +7%
AIM
61
Aspen Investment Management
Michigan
$313K +$5.63K +840 +2%
GIA
62
GHP Investment Advisors
Colorado
$301K +$16.7K +2,490 +6%
TC
63
Taylor Cottrill
New Hampshire
$287K +$763 +114 +0.3%
SAM
64
Sawgrass Asset Management
Florida
$277K – – –
ECM
65
Ensemble Capital Management
California
$260K +$260K +38,760 New
HFS
66
HL Financial Services
Kentucky
$253K – – –
WA
67
WBH Advisory
Maryland
$226K +$226K +33,774 New
EWA
68
EP Wealth Advisors
California
$225K +$225K +33,600 New
SIC
69
Sigma Investment Counselors
Michigan
$223K +$223K +33,330 New
U
70
UBS
Switzerland
$215K -$3.09M -462,042 -93%
CAM
71
Carret Asset Management
New York
$211K +$211K +31,470 New
BOS
72
Bingham Osborn & Scarborough
California
$206K +$206K +30,702 New
LIM
73
Leavell Investment Management
Alabama
$202K +$202K +30,198 New
BJL
74
Brighton Jones LLC
Washington
$201K +$201K +29,940 New
PAM
75
Premier Asset Management
Illinois
$201K +$201K +30,000 New
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