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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

152 hedge funds and large institutions have $899M invested in Schwab US Large- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
4.41%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
15
Increased
77
Reduced
41
Closed
10
Calls
$1.22M
Puts
$846K
Net Calls
+$371K
Net Calls Change
+$197K

Top Buyers

1
HCM
1
Hollencrest Capital Management
California
$11.7M
2
TCM
2
Tuttle Capital Management
Connecticut
$7.96M
3
CSIA
3
Charles Schwab Investment Advisory
California
$253M
4
CCA
4
Cobblestone Capital Advisors
New York
$26.9M
5
NA
5
Nottingham Advisors
New York
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.09M
2
U
2
UBS
Switzerland
$1.69M
3
DWM
3
Destination Wealth Management
California
$1.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citigroup
5
Citigroup
New York
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
76
Parsons Capital Management
Rhode Island
$777K 16,545 +3,726 +29%
LPL Financial
77
LPL Financial
California
$775K 16,712 +1,131 +7%
Bank of America
78
Bank of America
North Carolina
$770K 16,398 +5,434 +50%
SSWM
79
Sheets Smith Wealth Management
North Carolina
$719K 15,308 -275 -2%
TH
80
Timber Hill
Connecticut
$669K 14,237 – –
PA
81
Pinnacle Associates
New York
$669K 14,230 +9,470 +199%
HIC
82
Hartline Investment Corp
Illinois
$664K 14,129 +5,147 +57%
BCM
83
BTR Capital Management
California
$659K 14,018 +298 +2%
PI
84
Placemark Investments
Illinois
$633K 13,466 +13,466 New
OCM
85
One Capital Management
California
$571K 12,146 +619 +5%
S
86
SignatureFD
Georgia
$560K 11,920 +1,473 +14%
SAM
87
Summit Asset Management
Tennessee
$554K 11,795 – –
SIC
88
Sigma Investment Counselors
Michigan
$552K 11,737 +656 +6%
BFPW
89
BOK Financial Private Wealth
Colorado
$525K 11,175 -360 -3%
HR
90
Howe & Rusling
New York
$486K 10,337 -750 -7%
EMA
91
Efficient Market Advisors
California
$480K 10,214 -8,092 -44%
WCM
92
Wealthcare Capital Management
Virginia
$458K 9,749 – –
SG Americas Securities
93
SG Americas Securities
New York
$453K 9,641 +9,641 New
EVC
94
Eidelman Virant Capital
Missouri
$443K 9,429 +3,448 +58%
ECM
95
Ensemble Capital Management
California
$428K 9,108 +1,109 +14%
PA
96
Paracle Advisors
Washington
$419K 8,918 +8,918 New
ACM
97
Avalon Capital Management
California
$398K 8,471 -8,851 -51%
HighTower Advisors
98
HighTower Advisors
Illinois
$398K 8,478 -2,250 -21%
Wells Fargo
99
Wells Fargo
California
$388K 8,239 +2,860 +53%
AI
100
Atria Investments
North Carolina
$371K 7,890 -500 -6%
2 3
4
5 6