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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in Schwab US Large- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
28
Increased
84
Reduced
66
Closed
13
Calls
$644K
Puts
$644K
Net Calls
–
Net Calls Change
+$202K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$54.2M
2
HP
2
HT Partners
Connecticut
$32.3M
3
CCA
3
Cobblestone Capital Advisors
New York
$43.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$51.1M
5
CMP
5
Courage Miller Partners
Virginia
$10.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$236M
2
FC
2
Financial Consulate
Maryland
$0
3
DWM
3
Destination Wealth Management
California
$4.67M
4
NA
4
Nottingham Advisors
New York
$409K
5
PMG
5
ProVise Management Group
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
VFS
51
VSR Financial Services
Kansas
$2.57M 51,751 +4,093 +9%
AA
52
Alesco Advisors
New York
$2.55M 51,499 +1,145 +2%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.52M 50,733 -1,040 -2%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$2.48M 50,000 +50,000 New
Wells Fargo
55
Wells Fargo
California
$2.45M 49,383 +32,286 +189%
CCM
56
Condor Capital Management
New Jersey
$2.35M 47,327 +9,239 +24%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$2.27M 45,769 -1,311 -3%
CCM
58
Carlson Capital Management
Minnesota
$2.22M 44,751 -658 -1%
KIA
59
KCM Investment Advisors
California
$2.22M 44,685 +299 +0.7%
PMG
60
ProVise Management Group
Florida
$2.03M 41,038 -150,761 -79%
NPC
61
National Planning Corporation
California
$2.02M 40,487 -679 -2%
BO
62
BRR OpCo
Ohio
$1.89M 38,127 +149 +0.4%
LCM
63
Leisure Capital Management
California
$1.87M 37,727 +863 +2%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.86M 37,457 -52 -0.1%
SEIA
65
Signature Estate & Investment Advisors
California
$1.84M 37,028 +6,549 +21%
UBS Group
66
UBS Group
Switzerland
$1.82M 36,703 +31,871 +660%
ECML
67
Eagle Capital Management (Louisiana)
Louisiana
$1.76M 35,586 -5,173 -13%
SHJ
68
Sharkey, Howes & Javer
Colorado
$1.74M 35,154 +35,154 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.72M 34,740 -9,444 -21%
B
70
Bailard
California
$1.65M 33,257 -2,115 -6%
FWM
71
Frontier Wealth Management
Missouri
$1.57M 31,756 -526 -2%
CFA
72
Cahill Financial Advisors
Minnesota
$1.54M 31,133 +429 +1%
EK
73
Evensky & Katz
Florida
$1.54M 30,977 -9,499 -23%
BCI
74
Brinker Capital Investments
Pennsylvania
$1.48M 29,781 -15,265 -34%
EVC
75
Eidelman Virant Capital
Missouri
$1.46M 29,500 +18,252 +162%
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