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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

195 hedge funds and large institutions have $1.13B invested in Schwab US Large- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 13 closing their positions.

Holders
195
Holders Change
+13
Holders Change %
+7.14%
% of All Funds
5.2%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.75%
New
28
Increased
84
Reduced
66
Closed
13
Calls
$644K
Puts
$644K
Net Calls
–
Net Calls Change
+$202K

Top Buyers

1
FMP
1
Financial Management Professionals
Texas
$54.2M
2
HP
2
HT Partners
Connecticut
$32.3M
3
CCA
3
Cobblestone Capital Advisors
New York
$43.2M
4
HSA
4
HBK Sorce Advisory
Pennsylvania
$51.1M
5
CMP
5
Courage Miller Partners
Virginia
$10.1M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$236M
2
FC
2
Financial Consulate
Maryland
$0
3
DWM
3
Destination Wealth Management
California
$4.67M
4
NA
4
Nottingham Advisors
New York
$409K
5
PMG
5
ProVise Management Group
Florida
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$236M 4,769,964 -666,208 -12%
SFG
2
Sage Financial Group
Pennsylvania
$156M 3,154,496 -12,396 -0.4%
Charles Schwab
3
Charles Schwab
California
$62.1M 1,252,846 +4,961 +0.4%
FMP
4
Financial Management Professionals
Texas
$54.2M 1,093,345 +705,817 +182%
HSA
5
HBK Sorce Advisory
Pennsylvania
$51.1M 1,030,356 +231,327 +29%
CCA
6
Cobblestone Capital Advisors
New York
$43.2M 872,152 +263,774 +43%
EWM
7
Empirical Wealth Management
Washington
$33.3M 670,836 +17,133 +3%
HP
8
HT Partners
Connecticut
$32.3M 655,470 +655,470 New
EWM
9
Evermay Wealth Management
Virginia
$28M 565,645 +84,690 +18%
CCM
10
CWH Capital Management
Washington
$23.3M 469,336 +125,335 +36%
PA
11
Planning Alternatives
Michigan
$14.8M 298,621 +36,025 +14%
RWM
12
RKL Wealth Management
Pennsylvania
$14.4M 291,004 +25,784 +10%
BMM
13
Buffington Mohr McNeal
Idaho
$13.2M 267,226 +6,754 +3%
Goldman Sachs
14
Goldman Sachs
New York
$13M 261,999 -1,434 -0.5%
PFM
15
Parsec Financial Management
North Carolina
$12.9M 259,972 +17,686 +7%
CA
16
Corrado Advisors
New Jersey
$12.6M 254,436 -90,269 -26%
BSB
17
Bangor Savings Bank
Maine
$12.3M 249,049 -6,963 -3%
PFG
18
Piershale Financial Group
Illinois
$11.9M 240,506 -46,759 -16%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$11.7M 236,824 -63,342 -21%
WA
20
WealthTrust-Arizona
Arizona
$10.5M 212,658 +118,695 +126%
CMP
21
Courage Miller Partners
Virginia
$10.1M 204,354 +167,197 +450%
JFG
22
JMG Financial Group
Illinois
$9.85M 198,775 +47,926 +32%
IF
23
Ironwood Financial
Arizona
$9.85M 198,656 -6,745 -3%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$9.37M 187,647 -4,044 -2%
LIM
25
Leavell Investment Management
Alabama
$8.8M 177,597 +12,577 +8%
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