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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

206 hedge funds and large institutions have $1.39B invested in Schwab US Large- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
21
Increased
109
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$450M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$74.4M
3
Mariner
3
Mariner
Kansas
$20.9M
4
Creative Planning
4
Creative Planning
Kansas
$16.2M
5
QI
5
QS Investors
New York
$20.5M

Top Sellers

1
HP
1
HT Partners
Connecticut
$624K
2
FMP
2
Financial Management Professionals
Texas
$27.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.61M
4
UBS Group
4
UBS Group
Switzerland
$2.09M
5
FC
5
Financial Consulate
Maryland
$14.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
126
Evanson Asset Management
California
$444K +$92 +12 +0%
EMA
127
Efficient Market Advisors
California
$441K -$10.7K -1,404 -2%
SAM
128
Sawgrass Asset Management
Florida
$411K -$2.97K -390 -0.7%
PA
129
Paracle Advisors
Washington
$394K -$14.8K -1,950 -4%
CAM
130
Carret Asset Management
New York
$394K -$11.9K -1,560 -3%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$390K +$159K +20,844 +69%
HIMC
132
Heritage Investors Management Corp
Maryland
$389K -$316K -41,376 -45%
WCM
133
Wealthcare Capital Management
Virginia
$386K +$10.8K +1,416 +3%
LS
134
Lattice Strategies
Pennsylvania
$385K +$187K +24,540 +95%
CFMC
135
Curbstone Financial Management Corp
New Hampshire
$374K +$25.2K +3,300 +7%
AC
136
Alley Company
Illinois
$371K +$77K +10,104 +26%
RPA
137
Rock Point Advisors
Vermont
$366K -$1.14K -150 -0.3%
PCA
138
Personal Capital Advisors
California
$350K +$92.8K +12,162 +36%
SCM
139
SOL Capital Management
Maryland
$331K -$31.6K -4,152 -9%
BC
140
Barnett & Company
Tennessee
$327K +$117K +15,366 +56%
MA
141
MCF Advisors
Kentucky
$320K +$112K +14,760 +54%
GIA
142
GHP Investment Advisors
Colorado
$319K -$17.1K -2,244 -5%
SMC
143
Smith, Moore & Co
Missouri
$306K – – –
MWM
144
Mission Wealth Management
California
$299K – – –
SWM
145
Stockman Wealth Management
Montana
$292K +$292K +38,346 New
HFS
146
HL Financial Services
Kentucky
$288K – – –
WA
147
WBH Advisory
Maryland
$284K +$1.23K +162 +0.4%
LNWWM
148
Laird Norton Wetherby Wealth Management
California
$281K – – –
FANJ
149
Financial Architects (New Jersey)
New Jersey
$272K +$183 +24 +0.1%
SI
150
SII Investments
Wisconsin
$263K +$263K +34,536 New
4 5
6
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