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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

135 hedge funds and large institutions have $745M invested in Schwab US Large- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.9%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
22
Increased
65
Reduced
32
Closed
11
Calls
$617K
Puts
$22K
Net Calls
+$595K
Net Calls Change
+$229K

Top Buyers

1
AHS
Aspiriant Holdings S3
California
$18.6M
2
CSIA
Charles Schwab Investment Advisory
California
$223M
3
EWM
Evermay Wealth Management
Virginia
$13M
4
Goldman Sachs
Goldman Sachs
New York
$19.4M
5
Charles Schwab
Charles Schwab
California
$49.6M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$550K
2
ACM
Avalon Capital Management
California
$2.59M
3
WA
WESPAC Advisors
California
$0
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.34M
5
DWM
Destination Wealth Management
California
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
101
InterOcean Capital
Illinois
$230K -$23.5K -3,150 -9%
BOS
102
Bingham Osborn & Scarborough
California
$225K – – –
BJL
103
Brighton Jones LLC
Washington
$225K +$1.03K +138 +0.5%
GA
104
Geneva Advisors
Illinois
$219K +$219K +29,406 New
VAS
105
Valicenti Advisory Services
New York
$216K +$216K +28,980 New
LWI
106
Long Wharf Investors
Massachusetts
$213K +$213K +28,554 New
PA
107
Pinnacle Associates
New York
$211K -$5.6K -750 -3%
MFS
108
MSI Financial Services
Massachusetts
$148K -$30K -4,032 -17%
EWM
109
Edge Wealth Management
New York
$142K -$8.94K -1,200 -6%
Wells Fargo
110
Wells Fargo
California
$127K +$2.24K +300 +2%
BAM
111
Barrett Asset Management
New York
$117K +$76.1K +10,200 +186%
Ameriprise
112
Ameriprise
Minnesota
$108K +$44.1K +5,910 +69%
BJ
113
Brouwer & Janachowski
California
$105K +$105K +14,046 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$85K +$55.9K +7,494 +192%
WTB
115
Washington Trust Bank
Washington
$79K +$79K +10,560 New
PO
116
Private Ocean
California
$79K +$79K +10,614 New
AA
117
Apriem Advisors
California
$76K -$494 -66 -0.6%
Brown Advisory
118
Brown Advisory
Maryland
$52K +$52K +6,930 New
TF
119
Trutina Financial
Washington
$45K +$45K +6,024 New
WA
120
Winfield Associates
Ohio
$31K – – –
DADC
121
D.A. Davidson & Co
Montana
$28K +$28K +3,804 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$27K -$36.8K -4,914 -58%
WAM
123
Wallington Asset Management
Indiana
$27K +$27K +3,666 New
Creative Planning
124
Creative Planning
Kansas
$25K – – –
AR
125
Advisory Research
Illinois
$25K +$25K +3,294 New
2 3 4
5
6