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Schwab US Large-Cap Growth ETF

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $297K

365% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 17

43% more funds holding in top 10

Funds holding in top 10: 2840 (+12)

23% more funds holding

Funds holding: 265325 (+60)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$293M)

11.62% more ownership

Funds ownership: 317.71%329.34% (+12%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.37%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Strategic Capital Advisers
Colorado
$299K +$291K +33,832 New
WI
227
WrapManager Inc
California
$292K +$284K +33,000 New
VDI
228
Vaughan David Investments
Illinois
$286K -$68.1K -7,928 -20%
TW
229
Transform Wealth
Colorado
$283K -$74.9K -8,720 -21%
MPM
230
Meritage Portfolio Management
Kansas
$280K -$118K -13,688 -30%
DBRC
231
D.B. Root & Company
Pennsylvania
$279K +$271K +31,568 New
PAG
232
Pinnacle Advisory Group
Maryland
$277K -$190K -22,096 -41%
NL
233
NWAM LLC
Washington
$275K
DSC
234
Duncker Streett & Co
Missouri
$275K +$69 +8 +0%
CIR
235
Clear Investment Research
Georgia
$263K
RIA
236
Regal Investment Advisors
Michigan
$258K +$688 +80 +0.3%
GRP
237
Global Retirement Partners
California
$256K +$94.8K +11,032 +61%
Members Trust
238
Members Trust
Florida
$245K +$238K +27,744 New
LFAS
239
Level Four Advisory Services
Texas
$242K
TCM
240
Tradewinds Capital Management
Washington
$242K +$33.7K +3,920 +17%
BPB
241
Badgley, Phelps & Bell
Washington
$239K +$6.53K +760 +3%
TPW
242
Tiller Private Wealth
Pennsylvania
$235K +$229K +26,624 New
SA
243
SRH Advisors
Kansas
$231K -$413 -48 -0.2%
CB
244
Commerce Bank
Missouri
$229K
ZIM
245
Zacks Investment Management
Illinois
$226K -$33.8K -3,928 -13%
JWM
246
Janiczek Wealth Management
Colorado
$222K -$206 -24 -0.1%
IWM
247
IHT Wealth Management
Illinois
$222K +$208K +24,240 New
GP
248
Girard Partners
Pennsylvania
$221K -$10.8K -1,256 -5%
BO
249
BRR OpCo
Ohio
$218K +$1.86K +216 +0.9%
CP
250
Camelot Portfolios
Ohio
$212K +$206K +24,000 New

SCHG Hedge Fund Activity: Q4 2017 in Review

325 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2017, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHG positions and 17 closed out — a net gain of 62 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Mariner, adding an estimated $51.8M. The largest seller was Avantax Planning Partners, cutting an estimated $46.9M.

  • 325 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2017, up from 265 in Q3 2017.
  • Funds reported $2.11B of Schwab US Large-Cap Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 79 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2017 and 17 closed out, a net change of +62 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $51.8M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2017.