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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

182 hedge funds and large institutions have $1.08B invested in Schwab US Large- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.86%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.72%
New
41
Increased
90
Reduced
31
Closed
9
Calls
$446K
Puts
$648K
Net Calls
-$202K
Net Calls Change
-$573K

Top Buyers

1
DWM
1
Destination Wealth Management
California
$19.6M
2
CA
2
Corrado Advisors
New Jersey
$16.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.5M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$39.2M
5
PFG
5
Piershale Financial Group
Illinois
$14.1M

Top Sellers

1
AHS
1
Aspiriant Holdings S3
California
$7.98M
2
HCM
2
Hollencrest Capital Management
California
$2.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$5.19M
5
CCM
5
CWH Capital Management
Washington
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
51
Salem Investment Counselors
North Carolina
$2.62M 53,401 +2,735 +5%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.54M 51,773 -7,943 -13%
AA
53
Alesco Advisors
New York
$2.47M 50,354 +6,137 +14%
VFS
54
VSR Financial Services
Kansas
$2.34M 47,658 -1,916 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$2.31M 47,080 -541 -1%
CCM
56
Carlson Capital Management
Minnesota
$2.23M 45,409 +1,013 +2%
BCI
57
Brinker Capital Investments
Pennsylvania
$2.21M 45,046 +2,558 +6%
Bank of America
58
Bank of America
North Carolina
$2.19M 44,668 +28,270 +172%
KIA
59
KCM Investment Advisors
California
$2.18M 44,386 -2,530 -5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$2.17M 44,184 +1,512 +4%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.15M 43,777 +43,777 New
ECML
62
Eagle Capital Management (Louisiana)
Louisiana
$2M 40,759 +2,143 +6%
NPC
63
National Planning Corporation
California
$1.99M 41,166 -847 -2%
EK
64
Evensky & Katz
Florida
$1.99M 40,476 +12,140 +43%
CCM
65
Condor Capital Management
New Jersey
$1.87M 38,088 +892 +2%
BO
66
BRR OpCo
Ohio
$1.86M 37,978 -1,506 -4%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.84M 37,509 +6,226 +20%
CMP
68
Courage Miller Partners
Virginia
$1.82M 37,157 +2,249 +6%
PC
69
Palo Capital
California
$1.81M 36,862 +36,862 New
LCM
70
Leisure Capital Management
California
$1.81M 36,864 +36,864 New
B
71
Bailard
California
$1.74M 35,372 +10,077 +40%
TIM
72
Tortoise Investment Management
New York
$1.61M 32,760 +2,570 +9%
FWM
73
Frontier Wealth Management
Missouri
$1.58M 32,282 +32,282 New
CFA
74
Cahill Financial Advisors
Minnesota
$1.51M 30,704 +2,056 +7%
SEIA
75
Signature Estate & Investment Advisors
California
$1.5M 30,479 +2,410 +9%
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