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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

97 hedge funds and large institutions have $441M invested in Schwab US Large- Cap ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
3.15%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
20
Increased
41
Reduced
24
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$206K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19M
2
Charles Schwab
2
Charles Schwab
California
$30.5M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M
4
FMP
4
Financial Management Professionals
Texas
$11.2M
5
LYV
5
Live Your Vision
Pennsylvania
$2.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$197M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$27.5M
3
CCA
3
Cobblestone Capital Advisors
New York
$15.2M
4
BPM
4
Bowling Portfolio Management
Ohio
$1.09M
5
U
5
UBS
Switzerland
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
76
SignatureFD
Georgia
$195K +$195K +29,082 New
FNBT
77
FineMark National Bank & Trust
Florida
$189K – – –
Bank of America
78
Bank of America
North Carolina
$165K -$285K -42,606 -63%
MFS
79
MSI Financial Services
Massachusetts
$143K -$42.8K -6,378 -23%
EWM
80
Edge Wealth Management
New York
$136K +$62.1K +9,258 +84%
Wells Fargo
81
Wells Fargo
California
$111K +$36.4K +5,430 +49%
TSW
82
Thompson Siegel & Walmsley
Virginia
$80K – – –
HR
83
Howe & Rusling
New York
$77K +$24.6K +3,660 +47%
AA
84
Apriem Advisors
California
$75K -$16.5K -2,466 -18%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$62K +$42.3K +6,348 +215%
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$57K +$57K +8,520 New
Ameriprise
87
Ameriprise
Minnesota
$54K +$13.2K +1,956 +32%
Invesco
88
Invesco
Georgia
$49K +$49K +7,260 New
BAM
89
Barrett Asset Management
New York
$37K – – –
TIM
90
Tortoise Investment Management
New York
$32K -$52.8K -7,920 -62%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$26K -$1.6M -240,648 -98%
TF
92
Trutina Financial
Washington
$15K +$15K +2,238 New
BC
93
Bartlett & Co
Ohio
$14K – – –
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$9K +$9K +1,404 New
CDIA
95
Capital Directions Investment Advisors
Georgia
$8K – – –
MCM
96
Manchester Capital Management
Vermont
$6K – – –
HNB
97
Huntington National Bank
Ohio
$5K – – –
US Bancorp
98
US Bancorp
Minnesota
$1K – – –
SWA
99
SFMG Wealth Advisors
Texas
– -$704K -110,658 Closed
Two Sigma Advisers
100
Two Sigma Advisers
New York
– -$225K -35,418 Closed
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