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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 %
US Bancorp
176
US Bancorp
Minnesota
$48K -$848 -102 -2%
EWM
177
Edge Wealth Management
New York
$45K -$51.5K -6,180 -53%
WOC
178
West Oak Capital
California
$39.7K – – –
VIA
179
Vantage Investment Advisors
Pennsylvania
$39K +$19.5K +2,352 +100%
LWM
180
LBA Wealth Management
Florida
$33K +$33K +3,960 New
NFG
181
Next Financial Group
Texas
$30K +$30K +3,720 New
ST
182
Smithfield Trust
Pennsylvania
$25K – – –
CPIG
183
Chicago Partners Investment Group
Illinois
$22K +$4.24K +522 +24%
ONB
184
Old National Bancorp
Indiana
$21K +$21K +2,550 New
TRCT
185
Tower Research Capital (TRC)
New York
$14K +$14K +1,644 New
RIA
186
Regal Investment Advisors
Michigan
$12K +$12K +1,410 New
TCM
187
Tradewinds Capital Management
Washington
$9K +$51 +6 +0.6%
Chevy Chase Trust
188
Chevy Chase Trust
Maryland
$6K -$3.46K -426 -37%
Citigroup
189
Citigroup
New York
$4K +$4K +522 New
W
190
Wealthfront
California
$3K – – –
ASN
191
Advisory Services Network
Georgia
$3K – – –
HCM
192
Horrell Capital Management
Arkansas
$2K – – –
WA
193
WBH Advisory
Maryland
$305 +$10 +1,164 +3%
FC
194
Financial Consulate
Maryland
– -$21.9M -2,679,348 Closed
Jane Street
195
Jane Street
New York
– -$6.63M -810,744 Closed
SG Americas Securities
196
SG Americas Securities
New York
– -$1.36M -165,912 Closed
GHA
197
GW Henssler & Associates
Georgia
– -$993K -121,518 Closed
ACM
198
Argent Capital Management
Missouri
– -$930K -113,796 Closed
PCM
199
Parsons Capital Management
Rhode Island
– -$840K -102,810 Closed
CCG
200
Cypress Capital Group
Florida
– -$671K -82,050 Closed
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8
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