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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

97 hedge funds and large institutions have $441M invested in Schwab US Large- Cap ETF in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
3.15%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
20
Increased
41
Reduced
24
Closed
7
Calls
$217K
Puts
–
Net Calls
+$217K
Net Calls Change
+$206K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19M
2
Charles Schwab
2
Charles Schwab
California
$30.5M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M
4
FMP
4
Financial Management Professionals
Texas
$11.2M
5
LYV
5
Live Your Vision
Pennsylvania
$2.59M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$197M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$27.5M
3
CCA
3
Cobblestone Capital Advisors
New York
$15.2M
4
BPM
4
Bowling Portfolio Management
Ohio
$1.09M
5
U
5
UBS
Switzerland
$215K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$197M 4,899,094 -678,031 -12%
Charles Schwab
2
Charles Schwab
California
$30.5M 752,525 +315,231 +72%
HSA
3
HBK Sorce Advisory
Pennsylvania
$27.5M 684,293 -631,753 -48%
EWM
4
Empirical Wealth Management
Washington
$21.4M 531,150 +31,104 +6%
Goldman Sachs
5
Goldman Sachs
New York
$19M 472,949 +398,524 +535%
CCA
6
Cobblestone Capital Advisors
New York
$15.2M 378,393 -140,861 -27%
Morgan Stanley
7
Morgan Stanley
New York
$13.7M 341,045 +25,427 +8%
FMP
8
Financial Management Professionals
Texas
$11.2M 277,936 +87,119 +46%
BMM
9
Buffington Mohr McNeal
Idaho
$9.25M 229,963 +3,820 +2%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$8.87M 220,663 +160 +0.1%
BSB
11
Bangor Savings Bank
Maine
$8.5M 211,415 +11,025 +6%
PFM
12
Parsec Financial Management
North Carolina
$5.14M 127,816 +41,890 +49%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.68M 116,477 +93,179 +400%
MFS
14
Monetta Financial Services
Illinois
$4.14M 103,000 +24,000 +30%
ACM
15
Avalon Capital Management
California
$3.6M 89,413 +55,438 +163%
AIM
16
AMI Investment Management
Indiana
$3.04M 75,625 +8,115 +12%
PFC
17
Phocas Financial Corp
California
$2.84M 70,665 +12,101 +21%
Mariner
18
Mariner
Kansas
$2.64M 65,678 +25 +0%
LYV
19
Live Your Vision
Pennsylvania
$2.59M 64,429 +64,429 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.57M 64,006 +63,893 +56,542%
CWM
21
Cabot Wealth Management
Massachusetts
$2.28M 56,755 +56,755 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.2M 54,796 -5,374 -9%
Citigroup
23
Citigroup
New York
$2.01M 50,000 +50,000 New
WA
24
WESPAC Advisors
California
$2M 49,611 +2,926 +6%
CCM
25
Carlson Capital Management
Minnesota
$1.89M 47,107 +2,111 +5%
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