We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

7% more funds holding

Funds holding: 182195 (+13)

4% more funds holding in top 10

Funds holding in top 10: 2728 (+1)

5% more capital invested

Capital invested by funds: $1.08B → $1.13B (+$49.2M)

0% more call options, than puts

Call options by funds: $644K | Put options by funds: $644K

9.76% less ownership

Funds ownership: 170.8%161.05% (-9.8%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$48K -$840 -102 -2%
EWM
177
Edge Wealth Management
New York
$45K -$50.9K -6,180 -53%
WOC
178
West Oak Capital
California
$39.7K
VIA
179
Vantage Investment Advisors
Pennsylvania
$39K +$19.4K +2,352 +100%
LWM
180
LBA Wealth Management
Florida
$33K +$32.6K +3,960 New
NFG
181
Next Financial Group
Texas
$30K +$30.6K +3,720 New
ST
182
Smithfield Trust
Pennsylvania
$25K
CPIG
183
Chicago Partners Investment Group
Illinois
$22K +$4.3K +522 +24%
ONB
184
Old National Bancorp
Indiana
$21K +$21K +2,550 New
TRCT
185
Tower Research Capital (TRC)
New York
$14K +$13.5K +1,644 New
RIA
186
Regal Investment Advisors
Michigan
$12K +$11.6K +1,410 New
TCM
187
Tradewinds Capital Management
Washington
$9K +$49 +6 +0.6%
Chevy Chase Trust
188
Chevy Chase Trust
Maryland
$6K -$3.51K -426 -37%
Citigroup
189
Citigroup
New York
$4K +$4.3K +522 New
ASN
190
Advisory Services Network
Georgia
$3K
W
191
Wealthfront
California
$3K
HCM
192
Horrell Capital Management
Arkansas
$2K
WA
193
WBH Advisory
Maryland
$305 +$9.58K +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