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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

203 hedge funds and large institutions have $1.38B invested in Schwab US Large- Cap ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 96 increasing their positions, 53 reducing their positions, and 17 closing their positions.

Holders
203
Holders Change
+8
Holders Change %
+4.1%
% of All Funds
5.47%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
26
Increased
96
Reduced
53
Closed
17
Calls
$434K
Puts
–
Net Calls
+$434K
Net Calls Change
+$434K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$451M
2
FC
2
Financial Consulate
Maryland
$19.7M
3
UBS Group
3
UBS Group
Switzerland
$7.89M
4
Jane Street
4
Jane Street
New York
$4.65M
5
Charles Schwab
5
Charles Schwab
California
$66.2M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
CCM
2
CWH Capital Management
Washington
$17.8M
3
AWM
3
Avior Wealth Management
Nebraska
$2.1M
4
CA
4
Corrado Advisors
New Jersey
$9.78M
5
TCM
5
Tuttle Capital Management
Connecticut
$995K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$451M 9,136,853 +4,366,889 +92%
SFG
2
Sage Financial Group
Pennsylvania
$158M 3,211,271 +56,775 +2%
Charles Schwab
3
Charles Schwab
California
$66.2M 1,343,064 +90,218 +7%
FMP
4
Financial Management Professionals
Texas
$56.7M 1,150,212 +56,867 +5%
HSA
5
HBK Sorce Advisory
Pennsylvania
$52.7M 1,069,572 +39,216 +4%
CCA
6
Cobblestone Capital Advisors
New York
$40.7M 825,620 -46,532 -5%
EWM
7
Empirical Wealth Management
Washington
$33.1M 670,317 -519 -0.1%
HP
8
HT Partners
Connecticut
$32.8M 663,770 +8,300 +1%
EWM
9
Evermay Wealth Management
Virginia
$31.4M 637,242 +71,597 +13%
FC
10
Financial Consulate
Maryland
$19.7M 398,722 +398,722 New
CCM
11
CWH Capital Management
Washington
$17.8M 361,611 -107,725 -23%
PA
12
Planning Alternatives
Michigan
$15.7M 318,849 +20,228 +7%
RWM
13
RKL Wealth Management
Pennsylvania
$14.9M 301,206 +10,202 +4%
BMM
14
Buffington Mohr McNeal
Idaho
$14.1M 285,236 +18,010 +7%
CMP
15
Courage Miller Partners
Virginia
$14M 284,557 +80,203 +39%
PFM
16
Parsec Financial Management
North Carolina
$13.7M 278,168 +18,196 +7%
Goldman Sachs
17
Goldman Sachs
New York
$13M 263,242 +1,243 +0.5%
BSB
18
Bangor Savings Bank
Maine
$11.8M 239,350 -9,699 -4%
WA
19
WealthTrust-Arizona
Arizona
$11.6M 234,243 +21,585 +10%
JFG
20
JMG Financial Group
Illinois
$11.1M 224,674 +25,899 +13%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$10.9M 220,923 +51,582 +30%
UCFA
22
United Capital Financial Advisors
Texas
$10.9M 220,200 +51,089 +30%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$10.4M 210,213 -26,611 -11%
IF
24
Ironwood Financial
Arizona
$9.92M 201,202 +2,546 +1%
CA
25
Corrado Advisors
New Jersey
$9.78M 198,381 -56,055 -22%
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