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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

124 hedge funds and large institutions have $658M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
3.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
29
Increased
56
Reduced
21
Closed
2
Calls
$366K
Puts
–
Net Calls
+$366K
Net Calls Change
+$149K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$112M
2
CCM
2
CWH Capital Management
Washington
$14.7M
3
Charles Schwab
3
Charles Schwab
California
$42.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.97M
5
DWM
5
Destination Wealth Management
California
$5.93M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$207M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$797K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M
5
PFC
5
Phocas Financial Corp
California
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$123K 2,791 +31 +1%
TSW
102
Thompson Siegel & Walmsley
Virginia
$88K 2,000 – –
AA
103
Apriem Advisors
California
$75K 1,703 -165 -9%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$67K 1,519 -31 -2%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$63K 1,420 – –
Ameriprise
106
Ameriprise
Minnesota
$63K 1,426 +91 +7%
Invesco
107
Invesco
Georgia
$54K 1,215 +5 +0.4%
BAM
108
Barrett Asset Management
New York
$40K 915 – –
WA
109
Winfield Associates
Ohio
$31K 700 +700 New
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$29K 650 – –
Creative Planning
111
Creative Planning
Kansas
$25K 562 +562 New
FBT
112
Founders Bank & Trust
Michigan
$18K 425 +425 New
CG
113
Colony Group
Massachusetts
$17K 390 +390 New
FNBT
114
FineMark National Bank & Trust
Florida
$16K 365 -4,335 -92%
BC
115
Bartlett & Co
Ohio
$15K 350 – –
MA
116
MCF Advisors
Kentucky
$14K 302 +302 New
LTFS
117
Ladenburg Thalmann Financial Services
Florida
$10K 234 – –
CDIA
118
Capital Directions Investment Advisors
Georgia
$9K 204 – –
VIA
119
Vantage Investment Advisors
Pennsylvania
$7K 165 +165 New
MCM
120
Manchester Capital Management
Vermont
$6K 142 – –
ASN
121
Advisory Services Network
Georgia
$6K 138 +138 New
PFA
122
Paradigm Financial Advisors
Missouri
$4K 90 +90 New
US Bancorp
123
US Bancorp
Minnesota
$1K 17 – –
NDSI
124
Newman Dignan & Sheerar Inc
Rhode Island
$498 11,300 +601 +6%
PAM
125
Premier Asset Management
Illinois
– – -5,000 Closed
2 3 4
5
6