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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

148 hedge funds and large institutions have $857M invested in Schwab US Large- Cap ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+13
Holders Change %
+9.63%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
25
Increased
70
Reduced
33
Closed
10
Calls
$469K
Puts
$295K
Net Calls
+$174K
Net Calls Change
-$421K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$144M
2
FMP
2
Financial Management Professionals
Texas
$19.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$244M
4
PFG
4
Piershale Financial Group
Illinois
$6.5M
5
PA
5
Planning Alternatives
Michigan
$8.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.4M
2
BPM
2
Bowling Portfolio Management
Ohio
$880K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$30.2M
4
CCM
4
CWH Capital Management
Washington
$16.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
76
Parsons Capital Management
Rhode Island
$600K 12,819 +2,416 +23%
SAM
77
Summit Asset Management
Tennessee
$552K 11,795 – –
BFPW
78
BOK Financial Private Wealth
Colorado
$540K 11,535 -1,190 -9%
OCM
79
One Capital Management
California
$540K 11,527 +487 +4%
SIC
80
Sigma Investment Counselors
Michigan
$519K 11,081 +994 +10%
HR
81
Howe & Rusling
New York
$519K 11,087 +11,087 New
BRWA
82
B. Riley Wealth Advisors
Florida
$518K 22,489 +8,452 +60%
Bank of America
83
Bank of America
North Carolina
$514K 10,964 +1,923 +21%
HighTower Advisors
84
HighTower Advisors
Illinois
$502K 10,728 +352 +3%
S
85
SignatureFD
Georgia
$489K 10,447 +2,669 +34%
WCM
86
Wealthcare Capital Management
Virginia
$457K 9,749 – –
HIC
87
Hartline Investment Corp
Illinois
$421K 8,982 – –
AI
88
Atria Investments
North Carolina
$393K 8,390 -184 -2%
ECM
89
Ensemble Capital Management
California
$375K 7,999 -770 -9%
MCC
90
Mid Continent Capital
Illinois
$368K 7,850 -500 -6%
SAM
91
Sawgrass Asset Management
Florida
$356K 7,612 +160 +2%
AIM
92
Aspen Investment Management
Michigan
$335K 7,147 +30 +0.4%
CAM
93
Carret Asset Management
New York
$316K 6,738 -537 -7%
WA
94
WealthTrust-Arizona
Arizona
$314K 6,702 +6,702 New
GIA
95
GHP Investment Advisors
Colorado
$312K 6,662 -165 -2%
HFS
96
HL Financial Services
Kentucky
$295K 6,290 – –
Ameriprise
97
Ameriprise
Minnesota
$288K 6,147 +3,736 +155%
LNWWM
98
Laird Norton Wetherby Wealth Management
California
$287K 6,136 +6,136 New
EVC
99
Eidelman Virant Capital
Missouri
$280K 5,981 +193 +3%
LWI
100
Long Wharf Investors
Massachusetts
$275K 5,875 +1,116 +23%
2 3
4
5 6