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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 Holding Trade Value Shares
Change 		Shares
Change %
DIA
126
Denver Investment Advisors
Colorado
$350K +$69.8K +8,460 +25%
SMC
127
Smith, Moore & Co
Missouri
$332K +$51.8K +6,270 +18%
BRWA
128
B. Riley Wealth Advisors
Florida
$320K +$8.34K +1,008 +3%
HFS
129
HL Financial Services
Kentucky
$312K – – –
LNWWM
130
Laird Norton Wetherby Wealth Management
California
$304K – – –
EWA
131
EP Wealth Advisors
California
$299K -$96.7K -11,700 -24%
AIM
132
Aspen Investment Management
Michigan
$297K -$3.48K -420 -1%
CFMC
133
Curbstone Financial Management Corp
New Hampshire
$297K +$29.5K +3,570 +11%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$289K +$229K +27,774 +383%
AC
135
Alley Company
Illinois
$288K +$67K +8,100 +30%
SIA
136
Stancorp Investment Advisers
Oregon
$282K -$9.01K -1,092 -3%
GA
137
Geneva Advisors
Illinois
$280K +$35.7K +4,320 +15%
Citadel Advisors
138
Citadel Advisors
Florida
$280K +$280K +33,948 New
RPA
139
Rock Point Advisors
Vermont
$276K +$276K +33,354 New
AMM
140
American Money Management
California
$266K +$28.8K +3,480 +12%
HIC
141
Hartline Investment Corp
Illinois
$255K -$445K -53,892 -64%
WSTAM
142
Wilbanks Smith & Thomas Asset Management
Virginia
$253K -$824K -99,810 -77%
AWM
143
AllSquare Wealth Management
New York
$251K – – –
CA
144
Capital Advantage
California
$245K +$245K +29,616 New
Koshinski Asset Management
145
Koshinski Asset Management
Illinois
$241K -$204K -24,660 -46%
RDM
146
Retirement Design & Management
Connecticut
$240K -$317K -38,244 -57%
RBC
147
Ronald Blue & Co
Georgia
$239K +$239K +28,908 New
Ameriprise
148
Ameriprise
Minnesota
$235K -$90K -10,920 -28%
BJL
149
Brighton Jones LLC
Washington
$234K -$18.6K -2,256 -7%
IC
150
InterOcean Capital
Illinois
$233K -$7.77K -942 -3%
4 5
6
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