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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
WTC
401
WhitTier Trust Company
Nevada
$22K
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$20K -$168K -17,808 -90%
Citigroup
403
Citigroup
New York
$19K -$14K -1,480 -43%
LWM
404
Lenox Wealth Management
Ohio
$18K +$3.56K +376 +27%
NC
405
NewSquare Capital
Pennsylvania
$18K +$3.86K +408 +29%
TC
406
Truvestments Capital
Florida
$18K +$17.1K +1,808 New
Bank of Montreal
407
Bank of Montreal
Ontario, Canada
$16K -$102K -10,736 -87%
FCB
408
First Command Bank
Texas
$14K
FCFS
409
First Command Financial Services
Texas
$14K
LFG
410
LifePlan Financial Group
Ohio
$14K +$2.5K +264 +22%
BFC
411
Bedel Financial Consulting
Indiana
$14K +$13.2K +1,392 New
CTC
412
Central Trust Company
Missouri
$13K
PMFA
413
Plante Moran Financial Advisors
Michigan
$13K
SL
414
Salomon & Ludwin
Virginia
$12K
SIM
415
Sonora Investment Management
Arizona
$12K +$11.3K +1,200 New
GCA
416
Genesee Capital Advisors
New York
$12K +$11.8K +1,248 New
FMP
417
Financial Management Professionals
Texas
$11K
LFG
418
Larson Financial Group
Missouri
$10K +$1.82K +192 +24%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$9K
SWP
420
Strategic Wealth Partners
Ohio
$9K +$8.17K +864 New
OIA
421
Optimum Investment Advisors
Illinois
$8K
LGWM
422
Litman Gregory Wealth Management
California
$7K
CG
423
Cutler Group
California
$7K +$7.49K +792 New
GI
424
Gradient Investments
Minnesota
$6K -$20.2K -2,136 -77%
NCM
425
Next Capital Management
New York
$5K -$983 -104 -18%

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.