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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

97 hedge funds and large institutions have $441M invested in Schwab US Large- Cap ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
3.15%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
20
Increased
41
Reduced
24
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$206K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19M
2
Charles Schwab
2
Charles Schwab
California
$30.5M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M
4
FMP
4
Financial Management Professionals
Texas
$11.2M
5
LYV
5
Live Your Vision
Pennsylvania
$2.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$197M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$27.5M
3
CCA
3
Cobblestone Capital Advisors
New York
$15.2M
4
BPM
4
Bowling Portfolio Management
Ohio
$1.09M
5
U
5
UBS
Switzerland
$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
101
Regal Investment Advisors
Michigan
– -$182K -28,536 Closed
SG Americas Securities
102
SG Americas Securities
New York
– -$107K -16,800 Closed
MAS
103
Madden Advisory Services
Florida
– -$99K -15,600 Closed
OWP
104
Obermeyer Wealth Partners
Colorado
– -$30K -4,752 Closed
PP
105
Palladium Partners
Virginia
– -$18K -2,826 Closed
1 2 3 4
5