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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 %
BSW
151
Buckingham Strategic Wealth
Missouri
$226K +$226K +27,336 New
CNB
152
City National Bank
California
$224K +$224K +27,126 New
AL
153
Agran Libbie
California
$224K +$224K +27,138 New
LS
154
Lattice Strategies
Pennsylvania
$214K -$56.2K -6,810 -21%
Millennium Management
155
Millennium Management
New York
$213K +$213K +25,752 New
HB
156
Homrich & Berg
Georgia
$213K +$213K +25,788 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$209K – – –
BOS
158
Bingham Osborn & Scarborough
California
$200K -$45K -5,454 -18%
MFS
159
MSI Financial Services
Massachusetts
$192K +$15.2K +1,848 +9%
RCG
160
Ruggie Capital Group
Florida
$167K +$4.01K +486 +2%
BWA
161
Burt Wealth Advisors
Maryland
$157K +$26.4K +3,192 +20%
PVH
162
Psagot Value Holdings
Israel
$154K – – –
CB
163
Community Bank
New York
$152K -$580K -70,350 -79%
IWM
164
Integrated Wealth Management
California
$146K +$146K +17,694 New
BAM
165
Barrett Asset Management
New York
$132K – – –
MA
166
MCF Advisors
Kentucky
$132K +$29.5K +3,564 +29%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$129K +$129K +15,624 New
FNBT
168
FineMark National Bank & Trust
Florida
$127K – – –
CG
169
Colony Group
Massachusetts
$114K -$236K -28,548 -67%
SSB
170
Sandy Spring Bank
Maryland
$90K +$90K +10,926 New
WTB
171
Washington Trust Bank
Washington
$87K -$39.4K -4,788 -31%
CDIA
172
Capital Directions Investment Advisors
Georgia
$75K – – –
AA
173
Apriem Advisors
California
$70K -$9.78K -1,182 -12%
HNB
174
Huntington National Bank
Ohio
$52K +$52K +6,300 New
WA
175
Winfield Associates
Ohio
$50K +$10K +1,200 +25%
5 6
7
8 9