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Schwab US Large-Cap Growth ETF

408 hedge funds and large institutions have $2.6B invested in Schwab US Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

46% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 110

16% more funds holding in top 10

Funds holding in top 10: 5159 (+8)

11% more funds holding

Funds holding: 367408 (+41)

9.02% more ownership

Funds ownership: 342.68%351.7% (+9%)

12% less capital invested

Capital invested by funds: $2.97B → $2.6B (-$367M)

Holders
408
Holders Change
+41
Holders Change %
+11.17%
% of All Funds
9.09%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
1.31%
New
94
Increased
161
Reduced
110
Closed
49
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
+$220K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
426
Stokes Capital Advisors
South Carolina
-$314K -30,648 Closed
A
427
AdvicePeriod
California
-$300K -29,296 Closed
ZIM
428
Zacks Investment Management
Illinois
-$262K -25,560 Closed
TPW
429
Tiller Private Wealth
Pennsylvania
-$254K -24,800 Closed
ONB
430
Old National Bancorp
Indiana
-$249K -24,264 Closed
IWM
431
IHT Wealth Management
Illinois
-$236K -23,040 Closed
AIS
432
Accurate Investment Solutions
Pennsylvania
-$235K -22,888 Closed
DBRC
433
D.B. Root & Company
Pennsylvania
-$233K -22,760 Closed
BSW
434
Buckingham Strategic Wealth
Missouri
-$232K -22,608 Closed
PFA
435
Paradigm Financial Advisors
Missouri
-$231K -22,592 Closed
GP
436
Girard Partners
Pennsylvania
-$228K -22,320 Closed
AW
437
ACG Wealth
Georgia
-$224K -21,824 Closed
PFPT
438
Pinnacle Financial Partners (Tennessee)
Tennessee
-$221K -21,600 Closed
MCP
439
Mirador Capital Partners
California
-$221K -21,544 Closed
Renaissance Technologies
440
Renaissance Technologies
New York
-$220K -21,432 Closed
PAM
441
Private Asset Management
California
-$216K -21,040 Closed
PAM
442
Peak Asset Management
Colorado
-$214K -20,848 Closed
SCA
443
STALEY CAPITAL ADVISERS
Pennsylvania
-$209K -20,416 Closed
MWP
444
MYCIO Wealth Partners
Pennsylvania
-$208K -20,248 Closed
GG
445
GenWealth Group
New Jersey
-$206K -20,168 Closed
CPIG
446
Chicago Partners Investment Group
Illinois
-$78K -8,576 Closed
SPIA
447
Steward Partners Investment Advisory
New York
-$82K -7,952 Closed
JFA
448
JNBA Financial Advisors
Minnesota
-$54K -5,240 Closed
RCG
449
Ruggie Capital Group
Florida
-$44K -4,296 Closed
ECM
450
Exchange Capital Management
Michigan
-$37K -3,600 Closed

SCHG Hedge Fund Activity: Q4 2018 in Review

408 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2018, worth a combined $2.6B — down 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHG positions and 49 closed out — a net gain of 45 holders — while 161 added to existing stakes and 110 trimmed.

The largest buyer was SEI Investments, adding an estimated $52.9M. The largest seller was Total Investment Management, cutting an estimated $50.2M.

  • 408 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2018, up from 367 in Q3 2018.
  • Funds reported $2.6B of Schwab US Large-Cap Growth ETF stock for Q4 2018, down 12% quarter-over-quarter.
  • 94 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2018 and 49 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2018 was SEI Investments, an estimated $52.9M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2018 was Total Investment Management, an estimated $50.2M sold.

Based on aggregated 13F filings for Q4 2018.