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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in Schwab US Large- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
28
Increased
84
Reduced
66
Closed
13
Calls
$644K
Puts
$644K
Net Calls
–
Net Calls Change
+$202K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$54.2M
2
HP
2
HT Partners
Connecticut
$32.3M
3
CCA
3
Cobblestone Capital Advisors
New York
$43.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$51.1M
5
CMP
5
Courage Miller Partners
Virginia
$10.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$236M
2
FC
2
Financial Consulate
Maryland
$0
3
DWM
3
Destination Wealth Management
California
$4.67M
4
NA
4
Nottingham Advisors
New York
$409K
5
PMG
5
ProVise Management Group
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
101
One Capital Management
California
$654K 13,202 +2,930 +29%
LWA
102
Lenox Wealth Advisors
New York
$644K 12,996 +7,140 +122%
BFPW
103
BOK Financial Private Wealth
Colorado
$626K 12,632 +825 +7%
HR
104
Howe & Rusling
New York
$611K 12,332 +1,995 +19%
S
105
SignatureFD
Georgia
$592K 11,934 -602 -5%
SAM
106
Summit Asset Management
Tennessee
$585K 11,795 – –
ECM
107
Ensemble Capital Management
California
$528K 10,650 +113 +1%
QCMC
108
Quantum Capital Management (California)
California
$495K 9,976 -13,268 -57%
EMA
109
Efficient Market Advisors
California
$489K 9,864 -3,458 -26%
EAM
110
Evanson Asset Management
California
$485K 9,787 +9,787 New
TH
111
Timber Hill
Connecticut
$468K 9,445 -4,020 -30%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$446K 8,987 +5,653 +170%
WF
113
WealthTrust Fairport
Ohio
$446K 9,000 +8,510 +1,737%
MCC
114
Mid Continent Capital
Illinois
$444K 8,950 +180 +2%
PA
115
Paracle Advisors
Washington
$443K 8,947 +40 +0.4%
CAM
116
Carret Asset Management
New York
$440K 8,879 +440 +5%
HighTower Advisors
117
HighTower Advisors
Illinois
$439K 8,847 -3,036 -26%
BWP
118
BSW Wealth Partners
Colorado
$430K 8,681 +1 +0%
SAM
119
Sawgrass Asset Management
Florida
$425K 8,572 +350 +4%
NA
120
Nottingham Advisors
New York
$409K 8,246 -200,860 -96%
WCM
121
Wealthcare Capital Management
Virginia
$407K 8,201 – –
SCM
122
SOL Capital Management
Maryland
$393K 7,935 +7,935 New
PAM
123
Premier Asset Management
Illinois
$368K 7,425 +1,850 +33%
AI
124
Atria Investments
North Carolina
$366K 7,377 +32 +0.4%
GIA
125
GHP Investment Advisors
Colorado
$357K 7,195 +1 +0%
3 4
5
6 7