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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

148 hedge funds and large institutions have $857M invested in Schwab US Large- Cap ETF in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
148
Holders Change
+13
Holders Change %
+9.63%
% of All Funds
4.26%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
25
Increased
70
Reduced
33
Closed
10
Calls
$469K
Puts
$295K
Net Calls
+$174K
Net Calls Change
-$421K

Top Buyers

1
SFG
1
Sage Financial Group
Pennsylvania
$144M
2
FMP
2
Financial Management Professionals
Texas
$19.5M
3
CSIA
3
Charles Schwab Investment Advisory
California
$244M
4
PFG
4
Piershale Financial Group
Illinois
$6.5M
5
PA
5
Planning Alternatives
Michigan
$8.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.4M
2
BPM
2
Bowling Portfolio Management
Ohio
$880K
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$30.2M
4
CCM
4
CWH Capital Management
Washington
$16.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$244M 5,213,132 +215,892 +4%
SFG
2
Sage Financial Group
Pennsylvania
$144M 3,072,917 +406,125 +15%
Charles Schwab
3
Charles Schwab
California
$57.5M 1,227,524 +117,564 +11%
HSA
4
HBK Sorce Advisory
Pennsylvania
$30.2M 644,577 -63,605 -9%
EWM
5
Empirical Wealth Management
Washington
$29.4M 627,071 +19,855 +3%
AHS
6
Aspiriant Holdings S3
California
$23.1M 493,195 +77,895 +19%
CCA
7
Cobblestone Capital Advisors
New York
$20.1M 429,900 +18,277 +4%
FMP
8
Financial Management Professionals
Texas
$19.5M 416,556 +404,264 +3,289%
EWM
9
Evermay Wealth Management
Virginia
$16.6M 353,662 +63,049 +22%
Morgan Stanley
10
Morgan Stanley
New York
$16.4M 351,001 -16,460 -4%
CCM
11
CWH Capital Management
Washington
$16.3M 347,196 -49,760 -13%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$14.4M 308,497 +20,401 +7%
BMM
13
Buffington Mohr McNeal
Idaho
$11.8M 251,977 +15,257 +6%
Goldman Sachs
14
Goldman Sachs
New York
$11.4M 244,354 -189,506 -44%
RWM
15
RKL Wealth Management
Pennsylvania
$11.4M 243,164 +6,991 +3%
BSB
16
Bangor Savings Bank
Maine
$11.2M 240,211 +1,978 +0.8%
PFM
17
Parsec Financial Management
North Carolina
$9.83M 209,907 +14,452 +7%
PA
18
Planning Alternatives
Michigan
$8.33M 177,811 +136,233 +328%
MFS
19
Monetta Financial Services
Illinois
$6.65M 142,000 – –
PFG
20
Piershale Financial Group
Illinois
$6.5M 138,715 +138,715 New
CWM
21
Cabot Wealth Management
Massachusetts
$5.87M 125,362 +12,441 +11%
PMG
22
ProVise Management Group
Florida
$5.85M 125,008 +125,008 New
SWM
23
SVA Wealth Management
Wisconsin
$5.14M 109,774 +1,540 +1%
U
24
UBS
Switzerland
$5.06M 107,996 +102,291 +1,793%
AIM
25
AMI Investment Management
Indiana
$4.89M 104,385 +2,455 +2%
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