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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
AAS
326
Avantax Advisory Services
Texas
$1.08M -$1.8M -118,880 -64%
GRP
327
Global Retirement Partners
California
$1.07M +$197K +13,000 +24%
JMPWA
328
JP Morgan Private Wealth Advisors
California
$1.05M -$246K -16,240 -20%
HFA
329
Hoover Financial Advisors
Pennsylvania
$1M -$17.8K -1,176 -2%
TFS
330
TrustCore Financial Services
Tennessee
$1M -$51.7K -3,408 -5%
AFA
331
Atlanta Financial Associates
Georgia
$984K -$42.5K -2,800 -4%
Renaissance Technologies
332
Renaissance Technologies
New York
$976K -$2.07M -136,800 -69%
FC
333
Fusion Capital
South Carolina
$972K -$64.4K -4,248 -7%
BFA
334
Beacon Financial Advisory
Ohio
$972K +$919K +60,592 New
NL
335
NWAM LLC
Washington
$964K +$911K +60,080 New
VNA
336
Valley National Advisers
Pennsylvania
$945K -$1.21K -80 -0.1%
JC
337
Jentner Corp
Ohio
$938K -$26.9K -1,776 -3%
WWM
338
Windsor Wealth Management
Indiana
$936K -$5.95K -392 -0.7%
Stifel Financial
339
Stifel Financial
Missouri
$935K +$126K +8,296 +17%
SNBOSD
340
Security National Bank of So Dak
Iowa
$929K -$3.15K -208 -0.4%
CIC
341
Cornercap Investment Counsel
Georgia
$921K -$41.9K -2,760 -3%
SWM
342
Southern Wealth Management
Texas
$921K -$32.3K -2,128 -4%
FWM
343
Frontier Wealth Management
Missouri
$919K +$971 +64 +0.1%
OFG
344
Omega Financial Group
California
$918K -$23.7K -1,560 -3%
WIC
345
Whitegate Investment Counselors
New Hampshire
$918K -$1.33K -88 -0.2%
William Blair & Company
346
William Blair & Company
Illinois
$916K -$12K -792 -1%
FA
347
FC Advisory
Pennsylvania
$910K +$849 +56 +0.1%
NS
348
Newman & Schimel
Illinois
$903K +$853K +56,224 New
CAG
349
Compass Advisory Group
New York
$902K +$852K +56,208 New
Northern Trust
350
Northern Trust
Illinois
$889K +$319K +21,024 +61%

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.