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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

148 hedge funds and large institutions have $857M invested in Schwab US Large- Cap ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+13
Holders Change %
+9.63%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
25
Increased
70
Reduced
33
Closed
10
Calls
$469K
Puts
$295K
Net Calls
+$174K
Net Calls Change
-$421K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$144M
2
FMP
2
Financial Management Professionals
Texas
$19.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$244M
4
PFG
4
Piershale Financial Group
Illinois
$6.5M
5
PA
5
Planning Alternatives
Michigan
$8.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.4M
2
BPM
2
Bowling Portfolio Management
Ohio
$880K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$30.2M
4
CCM
4
CWH Capital Management
Washington
$16.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$1.93M 41,287 +2,803 +7%
AA
52
Alesco Advisors
New York
$1.87M 40,000 +3,182 +9%
BO
53
BRR OpCo
Ohio
$1.86M 39,602 -195 -0.5%
CCM
54
Condor Capital Management
New Jersey
$1.77M 37,852 +720 +2%
ECML
55
Eagle Capital Management (Louisiana)
Louisiana
$1.73M 36,979 +7,019 +23%
CMP
56
Courage Miller Partners
Virginia
$1.57M 33,497 +4,377 +15%
TIM
57
Tortoise Investment Management
New York
$1.29M 27,615 +3,110 +13%
MAS
58
Madden Advisory Services
Florida
$1.22M 26,025 – –
CFA
59
Cahill Financial Advisors
Minnesota
$1.2M 25,698 +5,176 +25%
QCMC
60
Quantum Capital Management (California)
California
$1.17M 24,915 +509 +2%
PWM
61
Perigon Wealth Management
California
$1.11M 23,666 +5,893 +33%
SEIA
62
Signature Estate & Investment Advisors
California
$1.08M 23,038 +3,988 +21%
GGI
63
Godsey & Gibb Inc
Virginia
$1.01M 21,515 -14,765 -41%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$943K 20,135 -3,410 -14%
IFS
65
Ifrah Financial Services
Arkansas
$897K 19,148 -3,159 -14%
BPM
66
Bowling Portfolio Management
Ohio
$880K 18,801 -145,851 -89%
EMA
67
Efficient Market Advisors
California
$857K 18,306 +2,201 +14%
ACM
68
Avalon Capital Management
California
$811K 17,322 -40,575 -70%
SSWM
69
Sheets Smith Wealth Management
North Carolina
$730K 15,583 +17 +0.1%
LPL Financial
70
LPL Financial
California
$730K 15,581 +731 +5%
BC
71
Bartlett & Co
Ohio
$701K 14,960 +650 +5%
TH
72
Timber Hill
Connecticut
$667K 14,237 – –
UCFA
73
United Capital Financial Advisors
Texas
$663K 14,151 +2,704 +24%
BCM
74
BTR Capital Management
California
$643K 13,720 -4,680 -25%
AIG
75
American International Group
New York
$613K 13,085 +372 +3%
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