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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

182 hedge funds and large institutions have $1.08B invested in Schwab US Large- Cap ETF in 2014 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
182
Holders Change
+30
Holders Change %
+19.74%
% of All Funds
4.86%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.72%
New
41
Increased
90
Reduced
31
Closed
9
Calls
$446K
Puts
$648K
Net Calls
-$202K
Net Calls Change
-$573K

Top Buyers

1
FC
1
Financial Consulate
Maryland
$21.9M
2
DWM
2
Destination Wealth Management
California
$19.6M
3
CA
3
Corrado Advisors
New Jersey
$16.9M
4
IF
4
Ironwood Financial
Arizona
$10.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9.5M

Top Sellers

1
AHS
1
Aspiriant Holdings S3
California
$7.98M
2
HCM
2
Hollencrest Capital Management
California
$2.63M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
TCM
4
Tuttle Capital Management
Connecticut
$5.19M
5
CCM
5
CWH Capital Management
Washington
$16.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$267M 5,436,172 +54,437 +1%
SFG
2
Sage Financial Group
Pennsylvania
$155M 3,166,892 +55,195 +2%
Charles Schwab
3
Charles Schwab
California
$61.2M 1,247,885 -22,466 -2%
HSA
4
HBK Sorce Advisory
Pennsylvania
$39.2M 799,029 +160,940 +25%
EWM
5
Empirical Wealth Management
Washington
$32.1M 653,703 -3,253 -0.5%
CCA
6
Cobblestone Capital Advisors
New York
$29.8M 608,378 +35,632 +6%
EWM
7
Evermay Wealth Management
Virginia
$23.6M 480,955 +93,645 +24%
FC
8
Financial Consulate
Maryland
$21.9M 446,558 +446,558 New
DWM
9
Destination Wealth Management
California
$19.6M 398,997 +367,038 +1,148%
FMP
10
Financial Management Professionals
Texas
$19M 387,528 -34,722 -8%
CA
11
Corrado Advisors
New Jersey
$16.9M 344,705 +344,705 New
CCM
12
CWH Capital Management
Washington
$16.9M 344,001 -47,405 -12%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$14.7M 300,166 -8,075 -3%
PFG
14
Piershale Financial Group
Illinois
$14.1M 287,265 +155,817 +119%
RWM
15
RKL Wealth Management
Pennsylvania
$13M 265,220 +6,883 +3%
Goldman Sachs
16
Goldman Sachs
New York
$12.9M 263,433 +23,167 +10%
PA
17
Planning Alternatives
Michigan
$12.9M 262,596 +65,685 +33%
BMM
18
Buffington Mohr McNeal
Idaho
$12.8M 260,472 +10,495 +4%
BSB
19
Bangor Savings Bank
Maine
$12.6M 256,012 +4,690 +2%
PFM
20
Parsec Financial Management
North Carolina
$11.9M 242,286 +13,068 +6%
NA
21
Nottingham Advisors
New York
$10.2M 209,106 +149,767 +252%
IF
22
Ironwood Financial
Arizona
$10.1M 205,401 +205,401 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.5M 191,691 +191,691 New
PMG
24
ProVise Management Group
Florida
$9.41M 191,799 +81,889 +75%
CWM
25
Cabot Wealth Management
Massachusetts
$8.55M 174,360 +27,168 +18%
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