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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

206 hedge funds and large institutions have $1.39B invested in Schwab US Large- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
21
Increased
109
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$450M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$74.4M
3
Mariner
3
Mariner
Kansas
$20.9M
4
Creative Planning
4
Creative Planning
Kansas
$16.2M
5
QI
5
QS Investors
New York
$20.5M

Top Sellers

1
HP
1
HT Partners
Connecticut
$624K
2
FMP
2
Financial Management Professionals
Texas
$27.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.61M
4
UBS Group
4
UBS Group
Switzerland
$2.09M
5
FC
5
Financial Consulate
Maryland
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$450M 9,825,116 +688,263 +8%
SFG
2
Sage Financial Group
Pennsylvania
$159M 3,477,722 +266,451 +8%
HSA
3
HBK Sorce Advisory
Pennsylvania
$74.4M 1,625,768 +556,196 +52%
Charles Schwab
4
Charles Schwab
California
$64M 1,398,295 +55,231 +4%
CCA
5
Cobblestone Capital Advisors
New York
$38.6M 843,818 +18,198 +2%
EWM
6
Evermay Wealth Management
Virginia
$37.7M 823,586 +186,344 +29%
EWM
7
Empirical Wealth Management
Washington
$31.4M 686,421 +16,104 +2%
FMP
8
Financial Management Professionals
Texas
$27.5M 600,008 -550,204 -48%
Mariner
9
Mariner
Kansas
$20.9M 455,922 +373,246 +451%
QI
10
QS Investors
New York
$20.5M 448,265 +333,193 +290%
Creative Planning
11
Creative Planning
Kansas
$16.2M 352,988 +334,694 +1,830%
CMP
12
Courage Miller Partners
Virginia
$16.1M 351,711 +67,154 +24%
UCFA
13
United Capital Financial Advisors
Texas
$15.6M 341,486 +121,286 +55%
BMM
14
Buffington Mohr McNeal
Idaho
$14.6M 317,962 +32,726 +11%
FC
15
Financial Consulate
Maryland
$14.3M 312,969 -85,753 -22%
RWM
16
RKL Wealth Management
Pennsylvania
$14.3M 312,016 +10,810 +4%
PA
17
Planning Alternatives
Michigan
$14M 305,947 -12,902 -4%
CCM
18
CWH Capital Management
Washington
$13.6M 296,171 -65,440 -18%
PFM
19
Parsec Financial Management
North Carolina
$13.2M 288,412 +10,244 +4%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$12.8M 266,756 +45,833 +21%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$12.2M 266,708 +68,534 +35%
WA
22
WealthTrust-Arizona
Arizona
$11.5M 251,668 +17,425 +7%
BSB
23
Bangor Savings Bank
Maine
$11.3M 246,847 +7,497 +3%
Morgan Stanley
24
Morgan Stanley
New York
$10.7M 234,729 +160,493 +216%
IF
25
Ironwood Financial
Arizona
$9.9M 216,365 +15,163 +8%
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