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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

203 hedge funds and large institutions have $1.38B invested in Schwab US Large- Cap ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.47%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
26
Increased
96
Reduced
53
Closed
17
Calls
$434K
Puts
–
Net Calls
+$434K
Net Calls Change
+$434K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$451M
2
FC
2
Financial Consulate
Maryland
$19.7M
3
UBS Group
3
UBS Group
Switzerland
$7.89M
4
Jane Street
4
Jane Street
New York
$4.65M
5
Charles Schwab
5
Charles Schwab
California
$66.2M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCM
2
CWH Capital Management
Washington
$17.8M
3
AWM
3
Avior Wealth Management
Nebraska
$2.1M
4
CA
4
Corrado Advisors
New Jersey
$9.78M
5
TCM
5
Tuttle Capital Management
Connecticut
$995K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Colony Group
Massachusetts
$746K +$633K +76,938 +558%
CCS
102
Crosspoint Capital Strategies
California
$735K -$18.2K -2,214 -2%
SIA
103
Starfire Investment Advisers
Michigan
$725K -$102K -12,360 -12%
IFS
104
Ifrah Financial Services
Arkansas
$708K -$142K -17,262 -17%
BFPW
105
BOK Financial Private Wealth
Colorado
$695K +$72.1K +8,766 +12%
TRCT
106
Tower Research Capital (TRC)
New York
$688K +$674K +82,026 +4,989%
HIC
107
Holderness Investments Company
North Carolina
$675K -$1.92K -234 -0.3%
OCM
108
One Capital Management
California
$673K +$21.6K +2,628 +3%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$644K +$436K +53,082 +209%
HR
110
Howe & Rusling
New York
$620K +$12.3K +1,500 +2%
GGI
111
Godsey & Gibb Inc
Virginia
$582K -$111K -13,470 -16%
SAM
112
Summit Asset Management
Tennessee
$582K – – –
ECM
113
Ensemble Capital Management
California
$559K +$34.1K +4,146 +6%
WF
114
WealthTrust Fairport
Ohio
$530K +$86.4K +10,512 +19%
S
115
SignatureFD
Georgia
$515K -$73.4K -8,928 -12%
DIA
116
Denver Investment Advisors
Colorado
$501K +$153K +18,600 +44%
MCC
117
Mid Continent Capital
Illinois
$496K +$54.3K +6,600 +12%
QCMC
118
Quantum Capital Management (California)
California
$486K -$5.92K -720 -1%
EMA
119
Efficient Market Advisors
California
$486K – – –
EAM
120
Evanson Asset Management
California
$478K -$4.49K -546 -0.9%
CA
121
Capital Advantage
California
$461K +$218K +26,484 +89%
SAM
122
Sawgrass Asset Management
Florida
$446K +$23.7K +2,892 +6%
PA
123
Paracle Advisors
Washington
$442K +$346 +42 +0.1%
CAM
124
Carret Asset Management
New York
$438K – – –
BWP
125
BSW Wealth Partners
Colorado
$428K +$443 +54 +0.1%
3 4
5
6 7