We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF
SCHG

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: 9 → 11 (+2)

13% more capital invested

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

5% more funds holding

Funds holding: 78 → 82 (+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

Top Buyers

1
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$8.53M
2
PFG
Piershale Financial Group
Illinois
+$6.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.17M
4
PMG
ProVise Management Group
Florida
+$1.7M
5
Jane Street
Jane Street
New York
+$1.26M

Top Sellers

1
MAM
Marquette Asset Management
Minnesota
-$2.4M
2
AP
Advisors Preferred
Maryland
-$1.28M
3
SFA
Sequoia Financial Advisors
Ohio
-$965K
4
Mariner
Mariner
Kansas
-$433K
5
BRWA
B. Riley Wealth Advisors
Florida
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
76
Vantage Investment Advisors
Pennsylvania
$12K – – –
PAI
77
Pittenger & Anderson Inc
Nebraska
$12K +$12.3K +2,000 New
S
78
SignatureFD
Georgia
$10K – – –
HDIM
79
Hanson & Doremus Investment Management
Vermont
$7K -$2.95K -480 -30%
DBT
80
Dubuque Bank & Trust
Iowa
$7K -$886 -144 -11%
OIA
81
Optimum Investment Advisors
Illinois
$5K – – –
AP
82
Advisors Preferred
Maryland
– -$1.28M -210,824 Closed
BRWA
83
B. Riley Wealth Advisors
Florida
– -$351K -116,760 Closed
Citadel Advisors
84
Citadel Advisors
Florida
– -$327K -53,896 Closed
MFS
85
MSI Financial Services
Massachusetts
– -$7K -1,136 Closed
Citigroup
86
Citigroup
New York
– -$4K -736 Closed
1 2 3
4