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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

135 hedge funds and large institutions have $745M invested in Schwab US Large- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.9%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
22
Increased
65
Reduced
32
Closed
11
Calls
$617K
Puts
$22K
Net Calls
+$595K
Net Calls Change
+$229K

Top Buyers

1
AHS
Aspiriant Holdings S3
California
$18.6M
2
CSIA
Charles Schwab Investment Advisory
California
$223M
3
EWM
Evermay Wealth Management
Virginia
$13M
4
Goldman Sachs
Goldman Sachs
New York
$19.4M
5
Charles Schwab
Charles Schwab
California
$49.6M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$550K
2
ACM
Avalon Capital Management
California
$2.59M
3
WA
WESPAC Advisors
California
$0
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.34M
5
DWM
Destination Wealth Management
California
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECML
51
Eagle Capital Management (Louisiana)
Louisiana
$1.34M -$2.3M -308,034 -63%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.31M +$234K +31,428 +22%
CMP
53
Courage Miller Partners
Virginia
$1.3M +$226K +30,336 +21%
MAS
54
Madden Advisory Services
Florida
$1.16M +$609K +81,630 +110%
TIM
55
Tortoise Investment Management
New York
$1.1M +$807K +108,270 +279%
QCMC
56
Quantum Capital Management (California)
California
$1.09M -$1.2M -160,896 -52%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$1.05M -$437K -58,590 -29%
IFS
58
Ifrah Financial Services
Arkansas
$997K +$6.44K +864 +0.6%
CFA
59
Cahill Financial Advisors
Minnesota
$918K +$95.1K +12,756 +12%
SEIA
60
Signature Estate & Investment Advisors
California
$852K +$478K +64,128 +128%
BCM
61
BTR Capital Management
California
$823K -$327K -43,800 -28%
PWM
62
Perigon Wealth Management
California
$795K -$9.98K -1,338 -1%
EMA
63
Efficient Market Advisors
California
$720K +$134K +17,976 +23%
SSWM
64
Sheets Smith Wealth Management
North Carolina
$696K -$5.01K -672 -0.7%
LPL Financial
65
LPL Financial
California
$664K -$3.4K -456 -0.5%
BC
66
Bartlett & Co
Ohio
$640K +$624K +83,760 +3,989%
TH
67
Timber Hill
Connecticut
$637K – – –
BRWA
68
B. Riley Wealth Advisors
Florida
$628K -$3.45K -462 -0.5%
BFPW
69
BOK Financial Private Wealth
Colorado
$569K +$33.4K +4,482 +6%
AIG
70
American International Group
New York
$568K +$121K +16,302 +27%
FMP
71
Financial Management Professionals
Texas
$550K -$12.4M -1,658,364 -96%
NDSI
72
Newman Dignan & Sheerar Inc
Rhode Island
$537K +$31.5K +4,224 +6%
SAM
73
Summit Asset Management
Tennessee
$527K – – –
CFMC
74
Curbstone Financial Management Corp
New Hampshire
$525K +$525K +70,470 New
UCFA
75
United Capital Financial Advisors
Texas
$512K -$12.1K -1,620 -2%
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