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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

84 hedge funds and large institutions have $429M invested in Schwab US Large- Cap ETF in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
%
% of All Funds
0.29%
New
84
Increased
–
Reduced
–
Closed
–
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$213M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$50.3M
3
CCA
3
Cobblestone Capital Advisors
New York
$19.8M
4
EWM
4
Empirical Wealth Management
Washington
$19.1M
5
Charles Schwab
5
Charles Schwab
California
$16.8M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$213M 5,577,125 +5,577,125 New
HSA
2
HBK Sorce Advisory
Pennsylvania
$50.3M 1,316,046 +1,316,046 New
CCA
3
Cobblestone Capital Advisors
New York
$19.8M 519,254 +519,254 New
EWM
4
Empirical Wealth Management
Washington
$19.1M 500,046 +500,046 New
Charles Schwab
5
Charles Schwab
California
$16.8M 437,294 +437,294 New
Morgan Stanley
6
Morgan Stanley
New York
$12.1M 315,618 +315,618 New
BMM
7
Buffington Mohr McNeal
Idaho
$8.64M 226,143 +226,143 New
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$8.42M 220,503 +220,503 New
BSB
9
Bangor Savings Bank
Maine
$7.65M 200,390 +200,390 New
FMP
10
Financial Management Professionals
Texas
$7.29M 190,817 +190,817 New
BPM
11
Bowling Portfolio Management
Ohio
$4.81M 126,008 +126,008 New
PFM
12
Parsec Financial Management
North Carolina
$3.28M 85,926 +85,926 New
U
13
UBS
Switzerland
$3.15M 82,362 +82,362 New
MFS
14
Monetta Financial Services
Illinois
$3.02M 79,000 +79,000 New
Goldman Sachs
15
Goldman Sachs
New York
$2.84M 74,425 +74,425 New
AIM
16
AMI Investment Management
Indiana
$2.58M 67,510 +67,510 New
Mariner
17
Mariner
Kansas
$2.51M 65,653 +65,653 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.3M 60,170 +60,170 New
PFC
19
Phocas Financial Corp
California
$2.24M 58,564 +58,564 New
B
20
Bailard
California
$2.1M 54,915 +54,915 New
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$1.98M 51,750 +51,750 New
VCAM
22
Van Cleef Asset Management
Ohio
$1.9M 49,647 +49,647 New
WA
23
WESPAC Advisors
California
$1.78M 46,685 +46,685 New
CCM
24
Carlson Capital Management
Minnesota
$1.72M 44,996 +44,996 New
HCM
25
Hengehold Capital Management
Ohio
$1.65M 43,321 +43,321 New
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