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Schwab US Large-Cap Growth ETF

669 hedge funds and large institutions have $7.45B invested in Schwab US Large-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 209 increasing their positions, 252 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 24

88% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $1.91M

26% more funds holding in top 10

Funds holding in top 10: 93117 (+24)

19.33% more ownership

Funds ownership: 421.8%441.14% (+19%)

16% more capital invested

Capital invested by funds: $6.41B → $7.45B (+$1.03B)

14% more funds holding

Funds holding: 588669 (+81)

17% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 252

Holders
669
Holders Change
+81
Holders Change %
+13.78%
% of All Funds
11.84%
Holding in Top 10
117
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+25.81%
% of All Funds
2.07%
New
113
Increased
209
Reduced
252
Closed
24
Calls
$3.59M
Puts
$1.91M
Net Calls
+$1.68M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
226
Broadleaf Partners
Ohio
$2.89M -$157K -10,360 -5%
MCC
227
Money Concepts Capital
Florida
$2.89M +$2.73M +179,888 New
ADL
228
Asset Dedication LLC
California
$2.8M -$98.5K -6,496 -4%
BMCM
229
Burns Matteson Capital Management
New York
$2.79M +$2.64M +173,864 New
SWM
230
SVA Wealth Management
Wisconsin
$2.77M +$10.9K +720 +0.4%
FAIM
231
Financial Advocates Investment Management
Washington
$2.77M +$57K +3,760 +2%
PFWA
232
Paces Ferry Wealth Advisors
Georgia
$2.76M +$104K +6,848 +4%
SF
233
Summit Financial
New Jersey
$2.76M +$941K +62,032 +57%
LBC
234
Lowe Brockenbrough & Co
Virginia
$2.68M +$417K +27,480 +20%
Goldman Sachs
235
Goldman Sachs
New York
$2.67M -$12.1M -800,000 -83%
JWCA
236
J.W. Cole Advisors
Florida
$2.67M +$2.18M +144,032 +645%
PWM
237
Perigon Wealth Management
California
$2.63M +$92.7K +6,112 +4%
MPM
238
Meritage Portfolio Management
Kansas
$2.62M -$63K -4,152 -2%
KM
239
Kalos Management
Georgia
$2.6M -$1.22M -80,600 -33%
CF
240
Centaurus Financial
California
$2.58M -$197K -13,016 -7%
SW
241
SkyOak Wealth
Michigan
$2.54M +$290K +19,144 +14%
DSC
242
Duncker Streett & Co
Missouri
$2.48M +$270K +17,800 +13%
H
243
HoyleCohen
California
$2.48M +$18.2K +1,200 +0.8%
PAS
244
Park Avenue Securities
New York
$2.46M +$1.08M +70,960 +86%
ATWA
245
Arbor Trust Wealth Advisors
Michigan
$2.46M +$38K +2,504 +2%
CWM
246
Chesapeake Wealth Management
Virginia
$2.41M +$7.28K +480 +0.3%
CCA
247
Clearwater Capital Advisors
Illinois
$2.4M -$26.4K -1,744 -1%
BIA
248
Bigelow Investment Advisors
Maine
$2.4M +$228K +15,064 +11%
FA
249
Fagan Associates
New York
$2.39M -$211K -13,888 -9%
AFP
250
Ausdal Financial Partners
Iowa
$2.34M +$290K +19,112 +15%

SCHG Hedge Fund Activity: Q4 2020 in Review

669 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2020, worth a combined $7.45B — up 16% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHG positions and 24 closed out — a net gain of 89 holders — while 209 added to existing stakes and 252 trimmed.

The largest buyer was Mariner, adding an estimated $47.2M. The largest seller was Financial Engines Advisors, cutting an estimated $132M.

  • 669 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2020, up from 588 in Q3 2020.
  • Funds reported $7.45B of Schwab US Large-Cap Growth ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 113 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2020 and 24 closed out, a net change of +89 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2020 was Mariner, an estimated $47.2M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2020 was Financial Engines Advisors, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2020.