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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

182 hedge funds and large institutions have $1.08B invested in Schwab US Large- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.86%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.72%
New
41
Increased
90
Reduced
31
Closed
9
Calls
$446K
Puts
$648K
Net Calls
-$202K
Net Calls Change
-$573K

Top Buyers

1
DWM
1
Destination Wealth Management
California
$19.6M
2
CA
2
Corrado Advisors
New Jersey
$16.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$9.5M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$39.2M
5
PFG
5
Piershale Financial Group
Illinois
$14.1M

Top Sellers

1
AHS
1
Aspiriant Holdings S3
California
$7.98M
2
HCM
2
Hollencrest Capital Management
California
$2.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$5.19M
5
CCM
5
CWH Capital Management
Washington
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
TH
101
Timber Hill
Connecticut
$660K 13,465 -772 -5%
EMA
102
Efficient Market Advisors
California
$653K 13,322 +3,108 +30%
S
103
SignatureFD
Georgia
$615K 12,536 +616 +5%
HIC
104
Holderness Investments Company
North Carolina
$605K 12,353 +12,353 New
HighTower Advisors
105
HighTower Advisors
Illinois
$583K 11,883 +3,405 +40%
SAM
106
Summit Asset Management
Tennessee
$579K 11,795 – –
BFPW
107
BOK Financial Private Wealth
Colorado
$579K 11,807 +632 +6%
EVC
108
Eidelman Virant Capital
Missouri
$552K 11,248 +1,819 +19%
RDM
109
Retirement Design & Management
Connecticut
$550K 11,203 +11,203 New
ECM
110
Ensemble Capital Management
California
$517K 10,537 +1,429 +16%
HR
111
Howe & Rusling
New York
$507K 10,337 – –
OCM
112
One Capital Management
California
$504K 10,272 -1,874 -15%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$440K 8,961 +8,961 New
PA
114
Paracle Advisors
Washington
$436K 8,907 -11 -0.1%
MCC
115
Mid Continent Capital
Illinois
$430K 8,770 +1,320 +18%
BWP
116
BSW Wealth Partners
Colorado
$426K 8,680 +8,680 New
CAM
117
Carret Asset Management
New York
$414K 8,439 +1,135 +16%
SAM
118
Sawgrass Asset Management
Florida
$403K 8,222 +320 +4%
WCM
119
Wealthcare Capital Management
Virginia
$402K 8,201 -1,548 -16%
WCM
120
Wisconsin Capital Management
Wisconsin
$394K 8,033 +8,033 New
EWA
121
EP Wealth Advisors
California
$392K 7,985 +7,985 New
AI
122
Atria Investments
North Carolina
$360K 7,345 -545 -7%
GIA
123
GHP Investment Advisors
Colorado
$353K 7,194 +531 +8%
CG
124
Colony Group
Massachusetts
$346K 7,055 +828 +13%
Ameriprise
125
Ameriprise
Minnesota
$322K 6,570 +51 +0.8%
3 4
5
6 7