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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
FCA
426
FinTrust Capital Advisors
South Carolina
$507K +$13.3K +880 +3%
TWA
427
TCI Wealth Advisors
Arizona
$503K
AWE
428
Avidian Wealth Enterprises
Texas
$501K
RIM
429
Regent Investment Management
Kentucky
$496K -$1.21K -80 -0.3%
LFS
430
Lutz Financial Services
Nebraska
$492K +$121 +8 +0%
PP
431
Pegasus Partners
Wisconsin
$491K
AFS
432
Access Financial Services
Minnesota
$483K -$307K -20,264 -40%
LFAS
433
Level Four Advisory Services
Texas
$481K
FRA
434
Front Row Advisors
California
$480K -$5.34K -352 -1%
FPW
435
Flagship Private Wealth
Massachusetts
$479K +$449K +29,624 New
CFD
436
Creative Financial Designs
Indiana
$478K +$37.9K +2,496 +9%
CSIC
437
Clifford Swan Investment Counsel
California
$470K
GWM
438
Gray Wealth Management
Maine
$464K -$132K -8,680 -23%
MC
439
Montag & Caldwell
Georgia
$462K -$164K -10,840 -27%
KA
440
Klingman & Associates
New York
$462K
CBFP
441
Cedar Brook Financial Partners
Ohio
$456K +$17.6K +1,160 +4%
AAS
442
Annex Advisory Services
Wisconsin
$449K -$107K -7,072 -20%
CAN
443
Claraphi Advisory Network
United States
$449K +$425K +27,992 New
DWM
444
Destination Wealth Management
California
$447K -$9.83K -648 -2%
AP
445
Advisor Partners
California
$445K +$420K +27,680 New
FSWA
446
Financial Synergies Wealth Advisors
Texas
$444K +$607 +40 +0.1%
TF
447
Trek Financial
Arizona
$442K -$12.7K -840 -3%
LIM
448
Leavell Investment Management
Alabama
$442K +$11.6K +768 +3%
BPB
449
Badgley, Phelps & Bell
Washington
$439K +$29.1K +1,920 +8%
KeyBank National Association
450
KeyBank National Association
Ohio
$437K

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.