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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

206 hedge funds and large institutions have $1.39B invested in Schwab US Large- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
21
Increased
109
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$450M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$74.4M
3
Mariner
3
Mariner
Kansas
$20.9M
4
Creative Planning
4
Creative Planning
Kansas
$16.2M
5
QI
5
QS Investors
New York
$20.5M

Top Sellers

1
HP
1
HT Partners
Connecticut
$624K
2
FMP
2
Financial Management Professionals
Texas
$27.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.61M
4
UBS Group
4
UBS Group
Switzerland
$2.09M
5
FC
5
Financial Consulate
Maryland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
51
Salem Investment Counselors
North Carolina
$3.18M +$321K +42,468 +11%
BC
52
Bartlett & Co
Ohio
$2.87M +$15.7K +2,064 +0.6%
VFS
53
VSR Financial Services
Kansas
$2.62M +$155K +20,382 +6%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M +$30.4K +3,984 +1%
Citadel Advisors
55
Citadel Advisors
Florida
$2.39M +$2.39M +312,990 New
NPC
56
National Planning Corporation
California
$2.37M +$81.5K +9,762 +4%
KIA
57
KCM Investment Advisors
California
$2.17M +$53K +6,954 +3%
SJIM
58
St. Johns Investment Management
Florida
$2.12M +$659K +86,466 +45%
UBS Group
59
UBS Group
Switzerland
$2.09M -$5.24M -686,622 -72%
CCM
60
Condor Capital Management
New Jersey
$2.06M -$279K -36,522 -12%
LCM
61
Leisure Capital Management
California
$2.05M +$327K +42,888 +19%
CCM
62
Carlson Capital Management
Minnesota
$2.01M -$11.1K -1,458 -0.5%
SEIA
63
Signature Estate & Investment Advisors
California
$1.96M +$193K +25,368 +11%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.94M +$57.8K +7,584 +3%
AWM
65
Avior Wealth Management
Nebraska
$1.93M -$13.1K -1,722 -0.7%
PWM
66
Perigon Wealth Management
California
$1.87M +$173K +22,632 +10%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.81M -$215K -28,146 -11%
B
68
Bailard
California
$1.8M +$127K +16,680 +8%
LWA
69
Lenox Wealth Advisors
New York
$1.74M +$602K +78,900 +53%
GC
70
Grimes & Company
Massachusetts
$1.74M +$104K +13,596 +6%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$1.73M +$570K +74,712 +49%
BO
72
BRR OpCo
Ohio
$1.66M +$36.9K +4,842 +2%
GHA
73
GW Henssler & Associates
Georgia
$1.65M +$206K +27,030 +14%
HighTower Advisors
74
HighTower Advisors
Illinois
$1.64M +$654K +85,578 +66%
ECML
75
Eagle Capital Management (Louisiana)
Louisiana
$1.55M -$65.2K -8,544 -4%
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