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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

124 hedge funds and large institutions have $658M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
3.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
29
Increased
56
Reduced
21
Closed
2
Calls
$366K
Puts
–
Net Calls
+$366K
Net Calls Change
+$149K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$42.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.97M
3
DWM
3
Destination Wealth Management
California
$5.93M
4
LIM
4
Leavell Investment Management
Alabama
$4.55M
5
EWM
5
Empirical Wealth Management
Washington
$25.9M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$207M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$797K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M
5
PFC
5
Phocas Financial Corp
California
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
51
BTR Capital Management
California
$1.13M 25,700 +6,200 +32%
CMP
52
Courage Miller Partners
Virginia
$1.06M 24,064 +1,359 +6%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.06M 23,954 +23,954 New
IFS
54
Ifrah Financial Services
Arkansas
$977K 22,163 -99 -0.4%
WAM
55
Wood Asset Management
Florida
$813K 18,440 -1,500 -8%
CFA
56
Cahill Financial Advisors
Minnesota
$811K 18,396 +18,396 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$797K 18,090 -45,916 -72%
PWM
58
Perigon Wealth Management
California
$793K 17,996 +17,996 New
SSWM
59
Sheets Smith Wealth Management
North Carolina
$691K 15,678 -37 -0.2%
LPL Financial
60
LPL Financial
California
$658K 14,926 +445 +3%
TH
61
Timber Hill
Connecticut
$628K 14,237 -653 -4%
BRWA
62
B. Riley Wealth Advisors
Florida
$622K 14,114 -955 -6%
EMA
63
Efficient Market Advisors
California
$578K 13,109 – –
AI
64
Atria Investments
North Carolina
$571K 12,955 +2,871 +28%
MAS
65
Madden Advisory Services
Florida
$547K 12,420 +12,420 New
BFPW
66
BOK Financial Private Wealth
Colorado
$528K 11,978 +621 +5%
SAM
67
Summit Asset Management
Tennessee
$520K 11,795 – –
UCFA
68
United Capital Financial Advisors
Texas
$516K 11,717 +1,882 +19%
AIG
69
American International Group
New York
$441K 9,996 +228 +2%
HighTower Advisors
70
HighTower Advisors
Illinois
$416K 9,440 +1,096 +13%
HIC
71
Hartline Investment Corp
Illinois
$396K 8,982 – –
ECM
72
Ensemble Capital Management
California
$387K 8,785 +2,325 +36%
SEIA
73
Signature Estate & Investment Advisors
California
$369K 8,362 +8,362 New
MCC
74
Mid Continent Capital
Illinois
$368K 8,350 – –
AIM
75
Aspen Investment Management
Michigan
$340K 7,717 -70 -0.9%
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