SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

203 hedge funds and large institutions have $1.38B invested in Schwab US Large- Cap ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.47%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
26
Increased
96
Reduced
53
Closed
17
Calls
$434K
Puts
–
Net Calls
+$434K
Net Calls Change
+$434K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$451M
2
FC
2
Financial Consulate
Maryland
$19.7M
3
UBS Group
3
UBS Group
Switzerland
$7.89M
4
Jane Street
4
Jane Street
New York
$4.65M
5
Charles Schwab
5
Charles Schwab
California
$66.2M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCM
2
CWH Capital Management
Washington
$17.8M
3
AWM
3
Avior Wealth Management
Nebraska
$2.1M
4
CA
4
Corrado Advisors
New Jersey
$9.78M
5
TCM
5
Tuttle Capital Management
Connecticut
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$2.75M +$56.2K +6,834 +2%
VFS
52
VSR Financial Services
Kansas
$2.66M +$108K +13,146 +4%
HCM
53
Hollencrest Capital Management
California
$2.62M -$13.2K -1,602 -0.5%
BPM
54
Bowling Portfolio Management
Ohio
$2.6M -$2.25M -273,378 -46%
Wells Fargo
55
Wells Fargo
California
$2.53M +$96K +11,682 +4%
CCM
56
Condor Capital Management
New Jersey
$2.52M +$184K +22,398 +8%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.37M +$1.09M +133,242 +86%
KIA
58
KCM Investment Advisors
California
$2.28M +$73.8K +8,976 +3%
NPC
59
National Planning Corporation
California
$2.28M +$254K +30,570 +13%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M -$320K -38,994 -13%
CCM
61
Carlson Capital Management
Minnesota
$2.18M -$27.4K -3,330 -1%
AWM
62
Avior Wealth Management
Nebraska
$2.1M -$3.14M -381,600 -60%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.03M +$179K +21,780 +10%
SEIA
64
Signature Estate & Investment Advisors
California
$1.9M +$75.9K +9,234 +4%
LCM
65
Leisure Capital Management
California
$1.86M +$789 +96 +0%
PWM
66
Perigon Wealth Management
California
$1.83M +$468K +56,898 +34%
B
67
Bailard
California
$1.8M +$160K +19,428 +10%
GC
68
Grimes & Company
Massachusetts
$1.76M +$1.76M +214,080 New
BO
69
BRR OpCo
Ohio
$1.75M -$131K -15,972 -7%
ECML
70
Eagle Capital Management (Louisiana)
Louisiana
$1.74M -$17.8K -2,166 -1%
SJIM
71
St. Johns Investment Management
Florida
$1.58M +$1.58M +191,760 New
GHA
72
GW Henssler & Associates
Georgia
$1.56M +$1.56M +189,516 New
FWM
73
Frontier Wealth Management
Missouri
$1.56M -$9.37K -1,140 -0.6%
CFA
74
Cahill Financial Advisors
Minnesota
$1.54M +$6.02K +732 +0.4%
EK
75
Evensky & Katz
Florida
$1.5M -$24.5K -2,988 -2%
1 2
3
4 5