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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

182 hedge funds and large institutions have $1.08B invested in Schwab US Large- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.86%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.72%
New
41
Increased
90
Reduced
31
Closed
9
Calls
$446K
Puts
$648K
Net Calls
-$202K
Net Calls Change
-$573K

Top Buyers

1
DWM
1
Destination Wealth Management
California
$19.6M
2
CA
2
Corrado Advisors
New Jersey
$16.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.5M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$39.2M
5
PFG
5
Piershale Financial Group
Illinois
$14.1M

Top Sellers

1
AHS
1
Aspiriant Holdings S3
California
$7.98M
2
HCM
2
Hollencrest Capital Management
California
$2.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$5.19M
5
CCM
5
CWH Capital Management
Washington
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
76
Legacy Wealth Management (Tennessee)
Tennessee
$1.37M 27,840 +22,608 +432%
SG Americas Securities
77
SG Americas Securities
New York
$1.36M 27,652 +18,011 +187%
PWM
78
Perigon Wealth Management
California
$1.34M 27,267 +3,007 +12%
MAS
79
Madden Advisory Services
Florida
$1.28M 26,025 – –
SSWM
80
Sheets Smith Wealth Management
North Carolina
$1.27M 25,893 +10,585 +69%
QCMC
81
Quantum Capital Management (California)
California
$1.14M 23,244 -107 -0.5%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M 21,740 -4,955 -19%
MCM
83
Mengis Capital Management
Oregon
$1M 20,420 +20,420 New
GHA
84
GW Henssler & Associates
Georgia
$993K 20,253 +14,183 +234%
Creative Planning
85
Creative Planning
Kansas
$976K 19,892 +14,166 +247%
ACM
86
Argent Capital Management
Missouri
$930K 18,966 +18,966 New
AIG
87
American International Group
New York
$876K 17,861 +1,131 +7%
BCM
88
BTR Capital Management
California
$865K 17,645 +3,627 +26%
IFS
89
Ifrah Financial Services
Arkansas
$846K 17,250 -945 -5%
PCM
90
Parsons Capital Management
Rhode Island
$840K 17,135 +590 +4%
LPL Financial
91
LPL Financial
California
$838K 17,093 +381 +2%
Wells Fargo
92
Wells Fargo
California
$838K 17,097 +8,858 +108%
JPTCCM
93
J.P. Turner & Co Capital Management
Georgia
$790K 16,135 +16,135 New
GGI
94
Godsey & Gibb Inc
Virginia
$773K 15,755 -945 -6%
PA
95
Pinnacle Associates
New York
$752K 15,330 +1,100 +8%
CB
96
Community Bank
New York
$726K 14,800 +14,800 New
HIC
97
Hartline Investment Corp
Illinois
$693K 14,129 – –
SIC
98
Sigma Investment Counselors
Michigan
$680K 13,865 +2,128 +18%
VNA
99
Valley National Advisers
Pennsylvania
$672K 15,253 +15,253 New
CCG
100
Cypress Capital Group
Florida
$671K 13,675 +13,675 New
2 3
4
5 6