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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

135 hedge funds and large institutions have $745M invested in Schwab US Large- Cap ETF in 2014 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.9%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
22
Increased
65
Reduced
32
Closed
11
Calls
$617K
Puts
$22K
Net Calls
+$595K
Net Calls Change
+$229K

Top Buyers

1
AHS
Aspiriant Holdings S3
California
$18.6M
2
CSIA
Charles Schwab Investment Advisory
California
$223M
3
EWM
Evermay Wealth Management
Virginia
$13M
4
Goldman Sachs
Goldman Sachs
New York
$19.4M
5
Charles Schwab
Charles Schwab
California
$49.6M

Top Sellers

1
FMP
Financial Management Professionals
Texas
$550K
2
ACM
Avalon Capital Management
California
$2.59M
3
WA
WESPAC Advisors
California
$0
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
$1.34M
5
DWM
Destination Wealth Management
California
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$223M +$13.5M +1,816,290 +6%
SFG
2
Sage Financial Group
Pennsylvania
$119M +$5.33M +715,386 +5%
Charles Schwab
3
Charles Schwab
California
$49.6M +$6.2M +832,338 +14%
HSA
4
HBK Sorce Advisory
Pennsylvania
$31.7M +$249K +33,354 +0.8%
EWM
5
Empirical Wealth Management
Washington
$27.1M +$876K +117,612 +3%
Goldman Sachs
6
Goldman Sachs
New York
$19.4M +$8.84M +1,185,894 +84%
AHS
7
Aspiriant Holdings S3
California
$18.6M +$18.6M +2,491,800 New
CCA
8
Cobblestone Capital Advisors
New York
$18.4M +$297K +39,846 +2%
CCM
9
CWH Capital Management
Washington
$17.7M +$2.85M +382,620 +19%
Morgan Stanley
10
Morgan Stanley
New York
$16.4M +$234K +31,458 +1%
EWM
11
Evermay Wealth Management
Virginia
$13M +$13M +1,743,678 New
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$12.9M +$2.18M +292,644 +20%
BSB
13
Bangor Savings Bank
Maine
$10.7M +$570K +76,536 +6%
BMM
14
Buffington Mohr McNeal
Idaho
$10.6M +$453K +60,852 +4%
RWM
15
RKL Wealth Management
Pennsylvania
$10.6M +$10.6M +1,417,038 New
PFM
16
Parsec Financial Management
North Carolina
$8.74M +$1.55M +207,360 +21%
BPM
17
Bowling Portfolio Management
Ohio
$7.36M +$5.65M +758,454 +331%
MFS
18
Monetta Financial Services
Illinois
$6.35M – – –
CWM
19
Cabot Wealth Management
Massachusetts
$5.05M +$398K +53,472 +9%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.9M -$1.16M -155,376 -19%
SWM
21
SVA Wealth Management
Wisconsin
$4.84M +$1.12M +150,768 +30%
BFG
22
Bouchey Financial Group
New York
$4.63M +$588K +78,912 +15%
AIM
23
AMI Investment Management
Indiana
$4.56M +$438K +58,770 +11%
AWM
24
Avior Wealth Management
Nebraska
$4.17M +$54K +7,254 +1%
DWM
25
Destination Wealth Management
California
$4.15M -$1.86M -249,942 -31%
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