We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

7% more funds holding

Funds holding: 182195 (+13)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

5% more capital invested

Capital invested by funds: $1.08B → $1.13B (+$49.2M)

0% more call options, than puts

Call options by funds: $644K | Put options by funds: $644K

9.76% less ownership

Funds ownership: 170.8%161.05% (-9.8%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
51
VSR Financial Services
Kansas
$2.56M +$202K +24,558 +9%
AA
52
Alesco Advisors
New York
$2.55M +$56.6K +6,870 +2%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.52M -$51.4K -6,240 -2%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$2.48M +$2.47M +300,000 New
Wells Fargo
55
Wells Fargo
California
$2.45M +$1.6M +193,716 +189%
CCM
56
Condor Capital Management
New Jersey
$2.35M +$456K +55,434 +24%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$2.27M -$64.8K -7,866 -3%
CCM
58
Carlson Capital Management
Minnesota
$2.22M -$32.5K -3,948 -1%
KIA
59
KCM Investment Advisors
California
$2.21M +$14.8K +1,794 +0.7%
PMG
60
ProVise Management Group
Florida
$2.03M -$7.45M -904,566 -79%
NPC
61
National Planning Corporation
California
$2.02M -$33.5K -4,074 -2%
BO
62
BRR OpCo
Ohio
$1.89M +$7.36K +894 +0.4%
LCM
63
Leisure Capital Management
California
$1.87M +$42.6K +5,178 +2%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.86M -$2.57K -312 -0.1%
SEIA
65
Signature Estate & Investment Advisors
California
$1.83M +$324K +39,294 +21%
UBS Group
66
UBS Group
Switzerland
$1.82M +$1.57M +191,226 +660%
ECML
67
Eagle Capital Management (Louisiana)
Louisiana
$1.76M -$256K -31,038 -13%
SHJ
68
Sharkey, Howes & Javer
Colorado
$1.74M +$1.74M +210,924 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$1.72M -$467K -56,664 -21%
B
70
Bailard
California
$1.65M -$104K -12,690 -6%
FWM
71
Frontier Wealth Management
Missouri
$1.57M -$26K -3,156 -2%
CFA
72
Cahill Financial Advisors
Minnesota
$1.54M +$21.2K +2,574 +1%
EK
73
Evensky & Katz
Florida
$1.54M -$469K -56,994 -23%
BCI
74
Brinker Capital Investments
Pennsylvania
$1.48M -$754K -91,590 -34%
EVC
75
Eidelman Virant Capital
Missouri
$1.46M +$902K +109,512 +162%