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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 Holding Trade Value Shares
Change 		Shares
Change %
CCS
126
Crosspoint Capital Strategies
California
$322K +$145K +17,724 +82%
HFS
127
HL Financial Services
Kentucky
$309K – – –
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$301K – – –
AIM
129
Aspen Investment Management
Michigan
$297K -$40.7K -4,980 -12%
WA
130
WBH Advisory
Maryland
$293K +$9.41K +1,152 +3%
SIA
131
Stancorp Investment Advisers
Oregon
$288K +$288K +35,280 New
LWA
132
Lenox Wealth Advisors
New York
$287K +$263K +32,154 +1,078%
ACM
133
Avalon Capital Management
California
$282K -$134K -16,380 -32%
DIA
134
Denver Investment Advisors
Colorado
$278K +$278K +33,960 New
SMC
135
Smith, Moore & Co
Missouri
$277K +$277K +33,900 New
PAM
136
Premier Asset Management
Illinois
$273K – – –
LS
137
Lattice Strategies
Pennsylvania
$268K +$268K +32,730 New
CFMC
138
Curbstone Financial Management Corp
New Hampshire
$265K -$10.3K -1,266 -4%
BJL
139
Brighton Jones LLC
Washington
$250K +$1.13K +138 +0.5%
AWM
140
AllSquare Wealth Management
New York
$249K +$249K +30,426 New
BOS
141
Bingham Osborn & Scarborough
California
$243K -$1.08K -132 -0.4%
GA
142
Geneva Advisors
Illinois
$242K – – –
IC
143
InterOcean Capital
Illinois
$239K -$4.91K -600 -2%
UBS Group
144
UBS Group
Switzerland
$237K +$237K +28,992 New
AMM
145
American Money Management
California
$235K +$235K +28,776 New
AC
146
Alley Company
Illinois
$218K +$218K +26,700 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$207K +$207K +25,338 New
MFS
148
MSI Financial Services
Massachusetts
$175K +$5.54K +678 +3%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$163K +$152K +18,600 +1,325%
RCG
150
Ruggie Capital Group
Florida
$161K +$161K +19,752 New
4 5
6
7 8