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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BAM
126
Barrett Asset Management
New York
$125K +$2.35K +300 +2%
EWM
127
Edge Wealth Management
New York
$91K +$9.67K +1,230 +12%
WTB
128
Washington Trust Bank
Washington
$83K – – –
AA
129
Apriem Advisors
California
$75K +$187 +24 +0.3%
MA
130
MCF Advisors
Kentucky
$60K +$33.1K +4,410 +123%
FANJ
131
Financial Architects (New Jersey)
New Jersey
$57K +$16.4K +2,082 +40%
WA
132
Winfield Associates
Ohio
$38K – – –
WOC
133
West Oak Capital
California
$37.6K +$37.6K +4,800 New
DADC
134
D.A. Davidson & Co
Montana
$29K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$28K -$9.78K -1,260 -26%
PAG
136
Private Advisor Group
New Jersey
$28K +$28K +3,600 New
MWP
137
MYCIO Wealth Partners
Pennsylvania
$27K -$23.1K -2,970 -46%
US Bancorp
138
US Bancorp
Minnesota
$27K +$26.2K +3,372 +3,306%
ST
139
Smithfield Trust
Pennsylvania
$24K – – –
WF
140
WealthTrust Fairport
Ohio
$23K – – –
LWA
141
Lenox Wealth Advisors
New York
$23K +$23K +2,982 New
FBT
142
Founders Bank & Trust
Michigan
$20K – – –
FNBT
143
FineMark National Bank & Trust
Florida
$17K – – –
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$16K -$698 -90 -4%
WAM
145
Wallington Asset Management
Indiana
$15K -$14.5K -1,800 -49%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$11K – – –
Citigroup
147
Citigroup
New York
$10K -$2.27M -298,716 -100%
TCM
148
Tradewinds Capital Management
Washington
$8K – – –
MCM
149
Manchester Capital Management
Vermont
$7K – – –
VIA
150
Vantage Investment Advisors
Pennsylvania
$5K – – –
3 4 5
6
7