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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 %
PVH
151
Psagot Value Holdings
Israel
$152K – – –
BAM
152
Barrett Asset Management
New York
$131K – – –
BWA
153
Burt Wealth Advisors
Maryland
$129K +$129K +15,774 New
FNBT
154
FineMark National Bank & Trust
Florida
$126K +$108K +13,200 +603%
WTB
155
Washington Trust Bank
Washington
$125K +$39K +4,788 +45%
MA
156
MCF Advisors
Kentucky
$101K +$35.8K +4,380 +55%
EWM
157
Edge Wealth Management
New York
$95K – – –
AA
158
Apriem Advisors
California
$79K +$147 +18 +0.2%
CDIA
159
Capital Directions Investment Advisors
Georgia
$74K +$74K +8,940 New
FANJ
160
Financial Architects (New Jersey)
New Jersey
$59K +$195 +24 +0.3%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$56K +$26.4K +3,222 +89%
HNB
162
Huntington National Bank
Ohio
$52K – – –
US Bancorp
163
US Bancorp
Minnesota
$48K +$19.6K +2,400 +69%
WOC
164
West Oak Capital
California
$39.2K – – –
WA
165
Winfield Associates
Ohio
$39K – – –
ST
166
Smithfield Trust
Pennsylvania
$25K – – –
WF
167
WealthTrust Fairport
Ohio
$24K – – –
FBT
168
Founders Bank & Trust
Michigan
$21K – – –
VIA
169
Vantage Investment Advisors
Pennsylvania
$19K +$13.6K +1,680 +250%
CPIG
170
Chicago Partners Investment Group
Illinois
$18K +$18K +2,184 New
PAI
171
Pittenger & Anderson Inc
Nebraska
$18K +$18K +2,250 New
WAM
172
Wallington Asset Management
Indiana
$15K – – –
Chevy Chase Trust
173
Chevy Chase Trust
Maryland
$10K -$7.73K -900 -44%
TCM
174
Tradewinds Capital Management
Washington
$9K +$51 +6 +0.6%
MCM
175
Manchester Capital Management
Vermont
$7K – – –
4 5 6
7
8