We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

441 hedge funds and large institutions have $3.42B invested in Schwab US Large-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 185 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 31

41.64% more ownership

Funds ownership: 351.7%393.33% (+42%)

36% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 136

32% more capital invested

Capital invested by funds: $2.6B → $3.42B (+$824M)

12% more funds holding in top 10

Funds holding in top 10: 5966 (+7)

8% more funds holding

Funds holding: 408441 (+33)

Holders
441
Holders Change
+33
Holders Change %
+8.09%
% of All Funds
9.55%
Holding in Top 10
66
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.86%
% of All Funds
1.43%
New
70
Increased
185
Reduced
136
Closed
31
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
301
Fisher Asset Management
Washington
$322K +$307K +32,416 New
FSWA
302
Financial Synergies Wealth Advisors
Texas
$312K +$297K +31,424 New
CWM
303
Chesapeake Wealth Management
Virginia
$307K +$66.2K +7,000 +29%
APSP
304
Asset Planning Services (Pennsylvania)
Pennsylvania
$306K +$24.9K +2,632 +9%
PP
305
Pegasus Partners
Wisconsin
$304K
WIA
306
Westbourne Investment Advisors
Maryland
$301K +$39.5K +4,176 +16%
SG
307
StoneX Group
New York
$297K -$5.67K -600 -2%
EK
308
Evensky & Katz
Florida
$295K +$681 +72 +0.2%
PAA
309
Peregrine Asset Advisers
Oregon
$295K +$33K +3,488 +13%
VHAM
310
Van Hulzen Asset Management
California
$292K +$5.3K +560 +2%
CSIC
311
Clifford Swan Investment Counsel
California
$291K
KFGK
312
Keystone Financial Group (Kentucky)
Kentucky
$290K -$20.7K -2,192 -7%
DLCIG
313
D.L. Carlson Investment Group
New Hampshire
$285K -$23.6K -2,496 -8%
SWM
314
Segment Wealth Management
Texas
$283K +$8.7K +920 +3%
ZIM
315
Zacks Investment Management
Illinois
$278K +$265K +28,008 New
HFA
316
Hoover Financial Advisors
Pennsylvania
$277K +$7.64K +808 +3%
CDIA
317
Capital Directions Investment Advisors
Georgia
$276K -$62.8K -6,640 -19%
CIA
318
Capital Investment Advisors
Georgia
$274K
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$273K -$177K -18,704 -41%
MI
320
Moneywise Inc
Virginia
$273K -$1.06K -112 -0.4%
LFAS
321
Level Four Advisory Services
Texas
$272K
KeyBank National Association
322
KeyBank National Association
Ohio
$270K +$258K +27,240 New
RIM
323
Regent Investment Management
Kentucky
$260K -$3.25K -344 -1%
SA
324
SRH Advisors
Kansas
$260K +$151 +16 +0.1%
CB
325
Commerce Bank
Missouri
$256K

SCHG Hedge Fund Activity: Q1 2019 in Review

441 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2019, worth a combined $3.42B — up 32% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new SCHG positions and 31 closed out — a net gain of 39 holders — while 185 added to existing stakes and 136 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $80.7M. The largest seller was Bank of America, cutting an estimated $16.9M.

  • 441 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2019, up from 408 in Q4 2018.
  • Funds reported $3.42B of Schwab US Large-Cap Growth ETF stock for Q1 2019, up 32% quarter-over-quarter.
  • 70 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2019 and 31 closed out, a net change of +39 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $80.7M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2019 was Bank of America, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2019.