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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 %
AL
151
Aspiriant LLC
California
$253K +$253K +30,828 New
WSTAM
152
Wilbanks Smith & Thomas Asset Management
Virginia
$251K -$1.24K -150 -0.5%
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$250K -$1.47M -178,062 -85%
AWM
154
AllSquare Wealth Management
New York
$250K – – –
Ameriprise
155
Ameriprise
Minnesota
$235K +$1.23K +150 +0.5%
BJL
156
Brighton Jones LLC
Washington
$234K +$1.28K +156 +0.5%
AMG
157
Asset Management Group
Connecticut
$234K +$234K +28,410 New
IC
158
InterOcean Capital
Illinois
$233K +$494 +60 +0.2%
RDM
159
Retirement Design & Management
Connecticut
$229K -$8.87K -1,080 -4%
IWM
160
Integrated Wealth Management
California
$229K +$83.7K +10,194 +58%
BC
161
Barnett & Company
Tennessee
$226K +$226K +27,450 New
BSW
162
Buckingham Strategic Wealth
Missouri
$225K – – –
MA
163
MCF Advisors
Kentucky
$224K +$93.1K +11,328 +71%
Fisher Asset Management
164
Fisher Asset Management
Washington
$214K +$214K +25,980 New
Baird Financial Group
165
Baird Financial Group
Wisconsin
$214K +$214K +26,112 New
LS
166
Lattice Strategies
Pennsylvania
$213K – – –
RCG
167
Ruggie Capital Group
Florida
$166K -$197 -24 -0.1%
FNBT
168
FineMark National Bank & Trust
Florida
$163K +$36.3K +4,416 +29%
PVH
169
Psagot Value Holdings
Israel
$153K – – –
CB
170
Community Bank
New York
$152K – – –
BWA
171
Burt Wealth Advisors
Maryland
$142K -$14.1K -1,710 -9%
BAM
172
Barrett Asset Management
New York
$131K – – –
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$128K – – –
MFS
174
MSI Financial Services
Massachusetts
$113K -$77.7K -9,486 -41%
SSB
175
Sandy Spring Bank
Maryland
$90K – – –
5 6
7
8 9