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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

203 hedge funds and large institutions have $1.38B invested in Schwab US Large- Cap ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.47%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
26
Increased
96
Reduced
53
Closed
17
Calls
$434K
Puts
–
Net Calls
+$434K
Net Calls Change
+$434K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$451M
2
FC
2
Financial Consulate
Maryland
$19.7M
3
UBS Group
3
UBS Group
Switzerland
$7.89M
4
Jane Street
4
Jane Street
New York
$4.65M
5
Charles Schwab
5
Charles Schwab
California
$66.2M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCM
2
CWH Capital Management
Washington
$17.8M
3
AWM
3
Avior Wealth Management
Nebraska
$2.1M
4
CA
4
Corrado Advisors
New Jersey
$9.78M
5
TCM
5
Tuttle Capital Management
Connecticut
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
76
Tortoise Investment Management
New York
$1.48M +$97.8K +11,904 +7%
EVC
77
Eidelman Virant Capital
Missouri
$1.47M +$17.2K +2,088 +1%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$1.46M -$795K -96,690 -35%
BCI
79
Brinker Capital Investments
Pennsylvania
$1.42M -$48K -5,838 -3%
SSWM
80
Sheets Smith Wealth Management
North Carolina
$1.35M +$10.4K +1,260 +0.8%
LWMT
81
Legacy Wealth Management (Tennessee)
Tennessee
$1.3M – – –
MAS
82
Madden Advisory Services
Florida
$1.27M – – –
SFA
83
Sequoia Financial Advisors
Ohio
$1.26M +$78.2K +9,522 +7%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$1.25M +$803K +97,740 +181%
LWA
85
Lenox Wealth Advisors
New York
$1.23M +$589K +71,658 +92%
MCM
86
Mengis Capital Management
Oregon
$1.19M +$16.9K +2,052 +1%
HighTower Advisors
87
HighTower Advisors
Illinois
$1.06M +$622K +75,732 +143%
AIG
88
American International Group
New York
$1.03M +$29.6K +3,600 +3%
PCM
89
Parsons Capital Management
Rhode Island
$1.02M +$1.02M +123,630 New
TCM
90
Tuttle Capital Management
Connecticut
$995K -$2.76M -335,748 -73%
JPTCCM
91
J.P. Turner & Co Capital Management
Georgia
$985K +$58.3K +7,104 +6%
VNA
92
Valley National Advisers
Pennsylvania
$959K -$69.3K -8,430 -7%
Creative Planning
93
Creative Planning
Kansas
$902K -$76.2K -9,270 -8%
Bank of America
94
Bank of America
North Carolina
$868K +$128K +15,588 +17%
PA
95
Pinnacle Associates
New York
$839K +$79.7K +9,690 +10%
LYV
96
Live Your Vision
Pennsylvania
$811K -$153K -18,498 -16%
Bank of New York Mellon
97
Bank of New York Mellon
New York
$784K +$784K +95,388 New
BCM
98
BTR Capital Management
California
$779K -$121K -14,700 -13%
SIC
99
Sigma Investment Counselors
Michigan
$767K +$3.7K +450 +0.5%
HIMC
100
Heritage Investors Management Corp
Maryland
$759K +$759K +92,376 New
2 3
4
5 6