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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

124 hedge funds and large institutions have $658M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
3.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
29
Increased
56
Reduced
21
Closed
2
Calls
$366K
Puts
–
Net Calls
+$366K
Net Calls Change
+$149K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$112M
2
CCM
2
CWH Capital Management
Washington
$14.7M
3
Charles Schwab
3
Charles Schwab
California
$42.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.97M
5
DWM
5
Destination Wealth Management
California
$5.93M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$207M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$797K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M
5
PFC
5
Phocas Financial Corp
California
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
U
76
UBS
Switzerland
$340K 7,718 +2,363 +44%
GIA
77
GHP Investment Advisors
Colorado
$337K 7,655 +175 +2%
BWG
78
Beta Wealth Group
California
$327K 7,413 +7,413 New
S
79
SignatureFD
Georgia
$324K 7,350 +2,503 +52%
SAM
80
Sawgrass Asset Management
Florida
$316K 7,164 +264 +4%
TC
81
Taylor Cottrill
New Hampshire
$315K 7,143 – –
TIA
82
Tiemann Investment Advisors
California
$297K 6,745 +6,745 New
TIM
83
Tortoise Investment Management
New York
$285K 6,460 +5,660 +708%
HFS
84
HL Financial Services
Kentucky
$277K 6,290 – –
SIC
85
Sigma Investment Counselors
Michigan
$252K 5,725 +170 +3%
IC
86
InterOcean Capital
Illinois
$249K 5,659 +5,659 New
EWA
87
EP Wealth Advisors
California
$247K 5,600 – –
PCM
88
Parsons Capital Management
Rhode Island
$244K 5,525 +5,525 New
DAS
89
Dynamic Advisor Solutions
Arizona
$244K 5,536 +5,536 New
WA
90
WBH Advisory
Maryland
$243K 5,530 -99 -2%
CAM
91
Carret Asset Management
New York
$238K 5,395 +150 +3%
Bank of America
92
Bank of America
North Carolina
$226K 5,123 +1,018 +25%
BOS
93
Bingham Osborn & Scarborough
California
$222K 5,037 -80 -2%
BJL
94
Brighton Jones LLC
Washington
$221K 5,013 +23 +0.5%
EVC
95
Eidelman Virant Capital
Missouri
$214K 4,852 +4,852 New
PA
96
Pinnacle Associates
New York
$213K 4,835 +4,835 New
PA
97
Planning Alternatives
Michigan
$195K 4,434 +4,434 New
MFS
98
MSI Financial Services
Massachusetts
$176K 3,992 +442 +12%
EWM
99
Edge Wealth Management
New York
$148K 3,378 – –
HR
100
Howe & Rusling
New York
$143K 3,247 +1,335 +70%
2 3
4
5 6