We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

82 hedge funds and large institutions have $281M invested in Schwab US Large-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $249M → $281M (+$32.1M)

5% more funds holding

Funds holding: 7882 (+4)

0.64% less ownership

Funds ownership: 151.67%151.03% (-0.64%)

43% less call options, than puts

Call options by funds: $211K | Put options by funds: $369K

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.38%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
9
Increased
38
Reduced
25
Closed
5
Calls
$211K
Puts
$369K
Net Calls
-$158K
Net Calls Change
-$464K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$414K +$177K +28,760 +74%
EWM
52
Edge Wealth Management
New York
$332K +$67.3K +10,936 +25%
CP
53
Corbenic Partners
Pennsylvania
$318K +$15.2K +2,472 +5%
ICOA
54
Investment Centers of America
North Dakota
$307K +$308K +50,096 New
SB
55
Suntrust Banks
Georgia
$298K
SAM
56
Stringer Asset Management
Tennessee
$286K +$190K +30,872 +197%
CDIA
57
Capital Directions Investment Advisors
Georgia
$279K -$17.7K -2,872 -6%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$268K +$46K +7,472 +21%
Creative Planning
59
Creative Planning
Kansas
$254K +$62.1K +10,088 +32%
WCM
60
Westend Capital Management
California
$253K +$265K +43,096 New
SWM
61
SVA Wealth Management
Wisconsin
$246K
GC
62
Garde Capital
Washington
$231K -$12.2K -1,976 -5%
OC
63
Oarsman Capital
Wisconsin
$227K +$9.79K +1,592 +5%
AG
64
Appleton Group
Wisconsin
$210K +$2.81K +456 +1%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$102K +$49 +8 +0%
DAM
66
Delta Asset Management
Tennessee
$89K
FANJ
67
Financial Architects (New Jersey)
New Jersey
$80K -$27.6K -4,480 -26%
AIG
68
American International Group
New York
$76.8K +$33K +5,360 +75%
MA
69
MCF Advisors
Kentucky
$62K +$24.9K +4,048 +60%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$47K +$38.4K +6,248 +441%
MA
71
MUFG Americas
New York
$45K +$14.5K +2,352 +47%
Wells Fargo
72
Wells Fargo
California
$36K +$20.4K +3,312 +129%
BC
73
Bartlett & Co
Ohio
$32K
AWM
74
Avior Wealth Management
Nebraska
$18K -$1.53K -248 -8%
WA
75
Winfield Associates
Ohio
$15K