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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

152 hedge funds and large institutions have $899M invested in Schwab US Large- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
4.41%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
15
Increased
77
Reduced
41
Closed
10
Calls
$1.22M
Puts
$846K
Net Calls
+$371K
Net Calls Change
+$197K

Top Buyers

1
HCM
1
Hollencrest Capital Management
California
$11.7M
2
TCM
2
Tuttle Capital Management
Connecticut
$7.96M
3
CSIA
3
Charles Schwab Investment Advisory
California
$253M
4
CCA
4
Cobblestone Capital Advisors
New York
$26.9M
5
NA
5
Nottingham Advisors
New York
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.09M
2
U
2
UBS
Switzerland
$1.69M
3
DWM
3
Destination Wealth Management
California
$1.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citigroup
5
Citigroup
New York
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$1.97M 42,013 +726 +2%
BO
52
BRR OpCo
Ohio
$1.86M 39,484 -118 -0.3%
ECML
53
Eagle Capital Management (Louisiana)
Louisiana
$1.82M 38,616 +1,637 +4%
UCFA
54
United Capital Financial Advisors
Texas
$1.81M 38,584 +24,433 +173%
CCM
55
Condor Capital Management
New Jersey
$1.75M 37,196 -656 -2%
U
56
UBS
Switzerland
$1.69M 35,867 -72,129 -67%
CMP
57
Courage Miller Partners
Virginia
$1.64M 34,908 +1,411 +4%
DWM
58
Destination Wealth Management
California
$1.5M 31,959 -71,486 -69%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.47M 31,283 -24,885 -44%
Jane Street
60
Jane Street
New York
$1.43M 30,470 -34,393 -53%
TIM
61
Tortoise Investment Management
New York
$1.42M 30,190 +2,575 +9%
BPM
62
Bowling Portfolio Management
Ohio
$1.41M 30,061 +11,260 +60%
CFA
63
Cahill Financial Advisors
Minnesota
$1.35M 28,648 +2,950 +11%
EK
64
Evensky & Katz
Florida
$1.33M 28,336 +28,336 New
SEIA
65
Signature Estate & Investment Advisors
California
$1.32M 28,069 +5,031 +22%
WA
66
WealthTrust-Arizona
Arizona
$1.27M 26,961 +20,259 +302%
WSTAM
67
Wilbanks Smith & Thomas Asset Management
Virginia
$1.25M 26,695 +6,560 +33%
MAS
68
Madden Advisory Services
Florida
$1.22M 26,025 – –
B
69
Bailard
California
$1.19M 25,295 -18,560 -42%
PWM
70
Perigon Wealth Management
California
$1.14M 24,260 +594 +3%
QCMC
71
Quantum Capital Management (California)
California
$1.1M 23,351 -1,564 -6%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$884K 18,814 +18,551 +7,054%
IFS
73
Ifrah Financial Services
Arkansas
$855K 18,195 -953 -5%
AIG
74
American International Group
New York
$786K 16,730 +3,645 +28%
GGI
75
Godsey & Gibb Inc
Virginia
$785K 16,700 -4,815 -22%
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