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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

124 hedge funds and large institutions have $658M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
124
Holders Change
+27
Holders Change %
+27.84%
% of All Funds
3.6%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.44%
New
29
Increased
56
Reduced
21
Closed
2
Calls
$366K
Puts
–
Net Calls
+$366K
Net Calls Change
+$149K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$112M
2
CCM
2
CWH Capital Management
Washington
$14.7M
3
Charles Schwab
3
Charles Schwab
California
$42.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.97M
5
DWM
5
Destination Wealth Management
California
$5.93M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$10.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$207M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$797K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M
5
PFC
5
Phocas Financial Corp
California
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$207M 4,694,525 -204,569 -4%
SFG
2
Sage Financial Group
Pennsylvania
$112M 2,547,561 +2,547,561 New
Charles Schwab
3
Charles Schwab
California
$42.8M 971,237 +218,712 +29%
HSA
4
HBK Sorce Advisory
Pennsylvania
$31M 702,623 +18,330 +3%
EWM
5
Empirical Wealth Management
Washington
$25.9M 587,614 +56,464 +11%
CCA
6
Cobblestone Capital Advisors
New York
$17.9M 404,982 +26,589 +7%
Morgan Stanley
7
Morgan Stanley
New York
$16M 362,218 +21,173 +6%
CCM
8
CWH Capital Management
Washington
$14.7M 333,186 +333,186 New
FMP
9
Financial Management Professionals
Texas
$12.7M 288,686 +10,750 +4%
BBPWM
10
Blue Bell Private Wealth Management
Pennsylvania
$10.5M 239,322 +18,659 +8%
Goldman Sachs
11
Goldman Sachs
New York
$10.4M 236,211 -236,738 -50%
BMM
12
Buffington Mohr McNeal
Idaho
$9.99M 226,578 -3,385 -1%
BSB
13
Bangor Savings Bank
Maine
$9.94M 225,477 +14,062 +7%
PFM
14
Parsec Financial Management
North Carolina
$7.09M 160,895 +33,079 +26%
ACM
15
Avalon Capital Management
California
$6.32M 143,371 +53,958 +60%
MFS
16
Monetta Financial Services
Illinois
$6.26M 142,000 +39,000 +38%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$5.97M 135,476 +135,476 New
DWM
18
Destination Wealth Management
California
$5.93M 134,479 +117,806 +707%
CWM
19
Cabot Wealth Management
Massachusetts
$4.59M 104,009 +47,254 +83%
LIM
20
Leavell Investment Management
Alabama
$4.55M 103,132 +98,099 +1,949%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.38M 99,307 -17,170 -15%
AIM
22
AMI Investment Management
Indiana
$4.06M 92,135 +16,510 +22%
AWM
23
Avior Wealth Management
Nebraska
$4.06M 92,114 +92,114 New
BFG
24
Bouchey Financial Group
New York
$3.99M 90,492 +90,492 New
SWM
25
SVA Wealth Management
Wisconsin
$3.66M 83,106 +83,106 New
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