SCHX icon

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.

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 %
WCM
126
Wealthcare Capital Management
Virginia
$404K – – –
EWA
127
EP Wealth Advisors
California
$397K +$99.1K +12,060 +33%
RPA
128
Rock Point Advisors
Vermont
$396K +$122K +14,802 +44%
SCM
129
SOL Capital Management
Maryland
$391K – – –
CFMC
130
Curbstone Financial Management Corp
New Hampshire
$376K +$79.9K +9,720 +27%
GIA
131
GHP Investment Advisors
Colorado
$366K +$7.82K +942 +2%
BRWA
132
B. Riley Wealth Advisors
Florida
$355K +$37K +4,500 +12%
Millennium Management
133
Millennium Management
New York
$353K +$142K +17,232 +67%
AI
134
Atria Investments
North Carolina
$346K -$18.1K -2,196 -5%
SPC
135
Sigma Planning Corp
Michigan
$341K +$341K +41,496 New
SMC
136
Smith, Moore & Co
Missouri
$330K – – –
MWM
137
Mission Wealth Management
California
$324K +$324K +39,246 New
AC
138
Alley Company
Illinois
$317K +$31K +3,768 +11%
HFS
139
HL Financial Services
Kentucky
$310K – – –
WA
140
WBH Advisory
Maryland
$305K +$1.38K +168 +0.5%
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$303K – – –
FANJ
142
Financial Architects (New Jersey)
New Jersey
$292K +$4.53K +552 +2%
AIM
143
Aspen Investment Management
Michigan
$282K -$12.8K -1,560 -4%
GA
144
Geneva Advisors
Illinois
$278K – – –
PCA
145
Personal Capital Advisors
California
$277K +$277K +33,684 New
AMM
146
American Money Management
California
$269K +$3.85K +468 +1%
NA
147
Nottingham Advisors
New York
$265K -$141K -17,196 -35%
PAM
148
Premier Asset Management
Illinois
$254K -$111K -13,530 -30%
HIC
149
Hartline Investment Corp
Illinois
$254K – – –
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$253K +$13.7K +1,668 +6%
4 5
6
7 8