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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

78 hedge funds and large institutions have $249M invested in Schwab US Large-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+12
Holders Change %
+18.18%
% of All Funds
2.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
20
Increased
28
Reduced
24
Closed
8
Calls
$306K
Puts
–
Net Calls
+$306K
Net Calls Change
+$306K

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.3M
2
FWP
2
FAS Wealth Partners
Kansas
$10.9M
3
AA
3
Apriem Advisors
California
$1.94M
4
AP
4
Advisors Preferred
Maryland
$1.28M
5
MAS
5
Madden Advisory Services
Florida
$1.68M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.13M
2
HCM
2
Hengehold Capital Management
Ohio
$23.8M
3
MAM
3
Marquette Asset Management
Minnesota
$39.9M
4
PMG
4
ProVise Management Group
Florida
$4.87M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$500K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
Optimum Investment Advisors
Illinois
$5K +$50 +8 +1%
Citigroup
77
Citigroup
New York
$4K -$2.17M -399,264 -100%
DS
78
DRW Securities
Illinois
– -$1.98M -344,592 Closed
BIT
79
BlackRock Institutional Trust
California
– -$1.79M -310,400 Closed
Allianz Asset Management
80
Allianz Asset Management
Germany
– -$1.15M -200,000 Closed
Jane Street
81
Jane Street
New York
– -$319K -55,544 Closed
GKIM
82
GW&K Investment Management
Massachusetts
– -$232K -40,320 Closed
BJ
83
Brouwer & Janachowski
California
– -$58K -10,160 Closed
PP
84
Palladium Partners
Virginia
– -$43K -7,488 Closed
PFA
85
Paradigm Financial Advisors
Missouri
– -$10K -1,664 Closed
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