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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

152 hedge funds and large institutions have $899M invested in Schwab US Large- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
4.41%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
15
Increased
77
Reduced
41
Closed
10
Calls
$1.22M
Puts
$846K
Net Calls
+$371K
Net Calls Change
+$197K

Top Buyers

1
HCM
1
Hollencrest Capital Management
California
$11.7M
2
TCM
2
Tuttle Capital Management
Connecticut
$7.96M
3
CSIA
3
Charles Schwab Investment Advisory
California
$253M
4
CCA
4
Cobblestone Capital Advisors
New York
$26.9M
5
NA
5
Nottingham Advisors
New York
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.09M
2
U
2
UBS
Switzerland
$1.69M
3
DWM
3
Destination Wealth Management
California
$1.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citigroup
5
Citigroup
New York
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
101
Sawgrass Asset Management
Florida
$371K 7,902 +290 +4%
MCC
102
Mid Continent Capital
Illinois
$350K 7,450 -400 -5%
CAM
103
Carret Asset Management
New York
$343K 7,304 +566 +8%
AIM
104
Aspen Investment Management
Michigan
$323K 6,882 -265 -4%
GIA
105
GHP Investment Advisors
Colorado
$313K 6,663 +1 +0%
Ameriprise
106
Ameriprise
Minnesota
$306K 6,519 +372 +6%
HFS
107
HL Financial Services
Kentucky
$296K 6,290 – –
CG
108
Colony Group
Massachusetts
$293K 6,227 +5,130 +468%
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$288K 6,136 – –
GHA
110
GW Henssler & Associates
Georgia
$285K 6,070 +489 +9%
WA
111
WBH Advisory
Maryland
$271K 5,784 +21 +0.4%
FTUS
112
Flow Traders U.S.
New York
$271K 5,761 +2,940 +104%
Creative Planning
113
Creative Planning
Kansas
$269K 5,726 +3,102 +118%
CFMC
114
Curbstone Financial Management Corp
New Hampshire
$264K 5,615 -95 -2%
PAM
115
Premier Asset Management
Illinois
$261K 5,575 +320 +6%
VF
116
Virtu Financial
New York
$260K 5,533 +5,533 New
LWMT
117
Legacy Wealth Management (Tennessee)
Tennessee
$246K 5,232 +5,232 New
BJL
118
Brighton Jones LLC
Washington
$239K 5,083 +23 +0.5%
IC
119
InterOcean Capital
Illinois
$233K 4,966 -168 -3%
BOS
120
Bingham Osborn & Scarborough
California
$233K 4,967 -40 -0.8%
GA
121
Geneva Advisors
Illinois
$232K 4,927 +26 +0.5%
CCS
122
Crosspoint Capital Strategies
California
$169K 3,606 +2,761 +327%
MFS
123
MSI Financial Services
Massachusetts
$163K 3,459 +398 +13%
CFS
124
Community Financial System
New York
$154K 3,275 +3,275 New
PVH
125
Psagot Value Holdings
Israel
$146K 3,104 +3,104 New
3 4
5
6 7