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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

135 hedge funds and large institutions have $745M invested in Schwab US Large- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.9%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
22
Increased
65
Reduced
32
Closed
11
Calls
$617K
Puts
$22K
Net Calls
+$595K
Net Calls Change
+$229K

Top Buyers

1
AHS
Aspiriant Holdings S3
California
$18.6M
2
CSIA
Charles Schwab Investment Advisory
California
$223M
3
EWM
Evermay Wealth Management
Virginia
$13M
4
Goldman Sachs
Goldman Sachs
New York
$19.4M
5
Charles Schwab
Charles Schwab
California
$49.6M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$550K
2
ACM
Avalon Capital Management
California
$2.59M
3
WA
WESPAC Advisors
California
$0
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.34M
5
DWM
Destination Wealth Management
California
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
76
One Capital Management
California
$494K +$494K +66,240 New
PCM
77
Parsons Capital Management
Rhode Island
$465K +$218K +29,268 +88%
HighTower Advisors
78
HighTower Advisors
Illinois
$464K +$41.9K +5,616 +10%
SIC
79
Sigma Investment Counselors
Michigan
$451K +$195K +26,172 +76%
WCM
80
Wealthcare Capital Management
Virginia
$436K +$436K +58,494 New
Bank of America
81
Bank of America
North Carolina
$404K +$175K +23,508 +76%
HIC
82
Hartline Investment Corp
Illinois
$402K – – –
ECM
83
Ensemble Capital Management
California
$392K -$715 -96 -0.2%
BWG
84
Beta Wealth Group
California
$389K +$57.4K +7,692 +17%
AI
85
Atria Investments
North Carolina
$383K -$196K -26,286 -34%
MCC
86
Mid Continent Capital
Illinois
$373K – – –
S
87
SignatureFD
Georgia
$348K +$19.1K +2,568 +6%
SAM
88
Sawgrass Asset Management
Florida
$333K +$12.9K +1,728 +4%
CAM
89
Carret Asset Management
New York
$325K +$84K +11,280 +35%
AIM
90
Aspen Investment Management
Michigan
$318K -$26.8K -3,600 -8%
GIA
91
GHP Investment Advisors
Colorado
$305K -$37K -4,968 -11%
TIA
92
Tiemann Investment Advisors
California
$303K +$1.56K +210 +0.5%
HFS
93
HL Financial Services
Kentucky
$281K – – –
GKIM
94
GW&K Investment Management
Massachusetts
$268K +$268K +36,012 New
EVC
95
Eidelman Virant Capital
Missouri
$259K +$41.9K +5,616 +19%
U
96
UBS
Switzerland
$255K -$90K -12,078 -26%
WA
97
WBH Advisory
Maryland
$253K +$5.9K +792 +2%
DAS
98
Dynamic Advisor Solutions
Arizona
$235K -$12.4K -1,662 -5%
WIC
99
Whitegate Investment Counselors
New Hampshire
$235K +$235K +28,824 New
PAM
100
Premier Asset Management
Illinois
$234K +$234K +31,530 New
2 3
4
5 6