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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

148 hedge funds and large institutions have $857M invested in Schwab US Large- Cap ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+13
Holders Change %
+9.63%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
25
Increased
70
Reduced
33
Closed
10
Calls
$469K
Puts
$295K
Net Calls
+$174K
Net Calls Change
-$421K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$144M
2
FMP
2
Financial Management Professionals
Texas
$19.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$244M
4
PFG
4
Piershale Financial Group
Illinois
$6.5M
5
PA
5
Planning Alternatives
Michigan
$8.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.4M
2
BPM
2
Bowling Portfolio Management
Ohio
$880K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$30.2M
4
CCM
4
CWH Capital Management
Washington
$16.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
WBH Advisory
Maryland
$269K 5,763 +101 +2%
CFMC
102
Curbstone Financial Management Corp
New Hampshire
$267K 5,710 -6,035 -51%
GHA
103
GW Henssler & Associates
Georgia
$261K 5,581 +5,581 New
Wells Fargo
104
Wells Fargo
California
$252K 5,379 +2,538 +89%
PAM
105
Premier Asset Management
Illinois
$246K 5,255 – –
IC
106
InterOcean Capital
Illinois
$240K 5,134 – –
BJL
107
Brighton Jones LLC
Washington
$237K 5,060 +24 +0.5%
BOS
108
Bingham Osborn & Scarborough
California
$234K 5,007 -30 -0.6%
AllianceBernstein
109
AllianceBernstein
Tennessee
$234K 5,000 +5,000 New
GA
110
Geneva Advisors
Illinois
$230K 4,901 – –
VAS
111
Valicenti Advisory Services
New York
$226K 4,830 – –
PA
112
Pinnacle Associates
New York
$223K 4,760 +50 +1%
CCG
113
Cypress Capital Group
Florida
$208K 4,426 +4,426 New
MFS
114
MSI Financial Services
Massachusetts
$143K 3,061 -259 -8%
FTUS
115
Flow Traders U.S.
New York
$132K 2,821 +2,821 New
Creative Planning
116
Creative Planning
Kansas
$123K 2,624 +2,062 +367%
BAM
117
Barrett Asset Management
New York
$122K 2,615 – –
WTB
118
Washington Trust Bank
Washington
$82K 1,760 – –
EWM
119
Edge Wealth Management
New York
$81K 1,725 -1,453 -46%
AA
120
Apriem Advisors
California
$75K 1,600 -92 -5%
MA
121
MUFG Americas
New York
$69K 1,469 +1,469 New
CG
122
Colony Group
Massachusetts
$51K 1,097 +611 +126%
MWP
123
MYCIO Wealth Partners
Pennsylvania
$50K 1,073 +1,073 New
CCS
124
Crosspoint Capital Strategies
California
$40K 845 +845 New
FANJ
125
Financial Architects (New Jersey)
New Jersey
$40K 858 +858 New
3 4
5
6 7