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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

206 hedge funds and large institutions have $1.39B invested in Schwab US Large- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
21
Increased
109
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$450M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$74.4M
3
Mariner
3
Mariner
Kansas
$20.9M
4
Creative Planning
4
Creative Planning
Kansas
$16.2M
5
QI
5
QS Investors
New York
$20.5M

Top Sellers

1
HP
1
HT Partners
Connecticut
$624K
2
FMP
2
Financial Management Professionals
Texas
$27.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.61M
4
UBS Group
4
UBS Group
Switzerland
$2.09M
5
FC
5
Financial Consulate
Maryland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$1.48M +$845K +110,868 +133%
TIM
77
Tortoise Investment Management
New York
$1.47M +$91.6K +12,018 +7%
CFA
78
Cahill Financial Advisors
Minnesota
$1.44M +$10.5K +1,374 +0.7%
FWM
79
Frontier Wealth Management
Missouri
$1.44M -$5.58K -732 -0.4%
CA
80
Capital Advantage
California
$1.43M +$1M +131,136 +234%
Bank of America
81
Bank of America
North Carolina
$1.42M +$618K +81,006 +77%
EK
82
Evensky & Katz
Florida
$1.38M -$19.2K -2,514 -1%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.36M +$36.4K +4,770 +3%
Millennium Management
84
Millennium Management
New York
$1.35M +$1.03M +134,514 +313%
EVC
85
Eidelman Virant Capital
Missouri
$1.26M -$107K -14,046 -8%
SSWM
86
Sheets Smith Wealth Management
North Carolina
$1.24M -$17.9K -2,352 -1%
MAS
87
Madden Advisory Services
Florida
$1.18M – – –
LWMT
88
Legacy Wealth Management (Tennessee)
Tennessee
$1.16M -$41.8K -5,484 -3%
AIG
89
American International Group
New York
$1.15M +$195K +25,548 +20%
HIC
90
Holderness Investments Company
North Carolina
$1.13M +$507K +66,540 +81%
MCM
91
Mengis Capital Management
Oregon
$1.13M +$17K +2,232 +2%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.08M -$277K -36,378 -20%
VNA
93
Valley National Advisers
Pennsylvania
$1.01M +$119K +15,654 +13%
PCM
94
Parsons Capital Management
Rhode Island
$991K +$48.4K +6,342 +5%
SHJ
95
Sharkey, Howes & Javer
Colorado
$980K +$980K +124,884 New
LYV
96
Live Your Vision
Pennsylvania
$977K +$230K +30,144 +31%
EWA
97
EP Wealth Advisors
California
$971K +$603K +79,020 +164%
CK
98
Carnick & Kubik
Colorado
$941K +$941K +123,420 New
PAG
99
Pinnacle Advisory Group
Maryland
$873K +$873K +114,480 New
PA
100
Pinnacle Associates
New York
$802K +$23.3K +3,060 +3%
2 3
4
5 6