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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
CPFP
301
Clear Perspectives Financial Planning
Ohio
$1.48M +$1.4M +92,176 New
5L
302
55I LLC
Massachusetts
$1.46M +$215K +14,152 +18%
HC
303
Hoese & Co
Minnesota
$1.46M +$1.39M +91,608 New
BAMG
304
Brand Asset Management Group
Missouri
$1.45M -$19.8K -1,304 -1%
WIA
305
World Investment Advisors
California
$1.43M -$10.4M -688,016 -89%
ANTB
306
AMG National Trust Bank
Colorado
$1.42M -$106K -6,992 -7%
Janney Montgomery Scott
307
Janney Montgomery Scott
Pennsylvania
$1.42M +$161K +10,640 +14%
MMHP
308
Murphy Middleton Hinkle & Parker
Georgia
$1.42M +$173K +11,424 +15%
CIAS
309
Capital Investment Advisory Services
North Carolina
$1.31M -$518K -34,160 -29%
Susquehanna International Group
310
Susquehanna International Group
Pennsylvania
$1.3M +$1.23M +80,912 New
B
311
Bailard
California
$1.3M +$24.4K +1,608 +2%
SG
312
StoneX Group
New York
$1.26M -$6.79K -448 -0.6%
LW
313
Linscomb Wealth
Texas
$1.26M +$2.79K +184 +0.2%
BA
314
Bristlecone Advisors
Washington
$1.26M +$71.1K +4,688 +6%
ICM
315
Islay Capital Management
Texas
$1.22M -$158K -10,400 -12%
CHA
316
Carmichael Hill & Associates
Maryland
$1.21M +$12.7K +840 +1%
SC
317
Slow Capital
California
$1.21M -$251K -16,528 -18%
VAS
318
Valicenti Advisory Services
New York
$1.2M -$182K -12,032 -14%
BDF
319
Black Diamond Financial
Maryland
$1.19M
EH
320
Equitable Holdings
New York
$1.18M +$489K +32,240 +78%
EP
321
Eudaimonia Partners
Tennessee
$1.15M -$69.4K -4,576 -6%
PAMG
322
Patton Albertson Miller Group
Tennessee
$1.13M -$220K -14,504 -18%
PFBT
323
Parkside Financial Bank & Trust
Missouri
$1.1M -$7.28K -480 -0.7%
CIP
324
Capital Insight Partners
Arizona
$1.09M -$53.1K -3,504 -5%
AWA
325
Arkadios Wealth Advisors
Georgia
$1.09M +$42.8K +2,824 +4%

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.