SCHX icon

Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

152 hedge funds and large institutions have $899M invested in Schwab US Large- Cap ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
4.41%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
15
Increased
77
Reduced
41
Closed
10
Calls
$1.22M
Puts
$846K
Net Calls
+$371K
Net Calls Change
+$197K

Top Buyers

1
HCM
1
Hollencrest Capital Management
California
$11.7M
2
TCM
2
Tuttle Capital Management
Connecticut
$7.96M
3
CSIA
3
Charles Schwab Investment Advisory
California
$253M
4
CCA
4
Cobblestone Capital Advisors
New York
$26.9M
5
NA
5
Nottingham Advisors
New York
$2.79M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.09M
2
U
2
UBS
Switzerland
$1.69M
3
DWM
3
Destination Wealth Management
California
$1.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Citigroup
5
Citigroup
New York
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$253M 5,381,735 +168,603 +3%
SFG
2
Sage Financial Group
Pennsylvania
$146M 3,111,697 +38,780 +1%
Charles Schwab
3
Charles Schwab
California
$59.7M 1,270,351 +42,827 +3%
EWM
4
Empirical Wealth Management
Washington
$30.9M 656,956 +29,885 +5%
HSA
5
HBK Sorce Advisory
Pennsylvania
$30M 638,089 -6,488 -1%
CCA
6
Cobblestone Capital Advisors
New York
$26.9M 572,746 +142,846 +33%
AHS
7
Aspiriant Holdings S3
California
$24.3M 517,280 +24,085 +5%
FMP
8
Financial Management Professionals
Texas
$19.8M 422,250 +5,694 +1%
CCM
9
CWH Capital Management
Washington
$18.4M 391,406 +44,210 +13%
EWM
10
Evermay Wealth Management
Virginia
$18.2M 387,310 +33,648 +10%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$14.5M 308,241 -256 -0.1%
RWM
12
RKL Wealth Management
Pennsylvania
$12.1M 258,337 +15,173 +6%
BSB
13
Bangor Savings Bank
Maine
$11.8M 251,322 +11,111 +5%
BMM
14
Buffington Mohr McNeal
Idaho
$11.7M 249,977 -2,000 -0.8%
HCM
15
Hollencrest Capital Management
California
$11.7M 247,955 +247,955 New
Goldman Sachs
16
Goldman Sachs
New York
$11.3M 240,266 -4,088 -2%
PFM
17
Parsec Financial Management
North Carolina
$10.8M 229,218 +19,311 +9%
PA
18
Planning Alternatives
Michigan
$9.25M 196,911 +19,100 +11%
TCM
19
Tuttle Capital Management
Connecticut
$7.96M 169,330 +169,330 New
CWM
20
Cabot Wealth Management
Massachusetts
$6.92M 147,192 +21,830 +17%
MFS
21
Monetta Financial Services
Illinois
$6.67M 142,000 – –
PFG
22
Piershale Financial Group
Illinois
$6.18M 131,448 -7,267 -5%
JFG
23
JMG Financial Group
Illinois
$5.99M 127,449 +39,081 +44%
SWM
24
SVA Wealth Management
Wisconsin
$5.66M 120,425 +10,651 +10%
BFG
25
Bouchey Financial Group
New York
$5.27M 112,183 +8,547 +8%
1
2 3 4 5