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Schwab US Large-Cap Growth ETF
SCHG

476 hedge funds and large institutions have $4.83B invested in Schwab US Large-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 168 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $981K | Put options by funds: $287K

91.82% more ownership

Funds ownership: 379.81% → 471.63% (+92%)

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

29% more capital invested

Capital invested by funds: $3.75B → $4.83B (+$1.08B)

18% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 168

4% more funds holding in top 10

Funds holding in top 10: 69 → 72 (+3)

2% more funds holding

Funds holding: 468 → 476 (+8)

Holders
476
Holders Change
+8
Holders Change %
+1.71%
% of All Funds
10.44%
Holding in Top 10
72
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.35%
% of All Funds
1.58%
New
38
Increased
199
Reduced
168
Closed
29
Calls
$981K
Puts
$287K
Net Calls
+$694K
Net Calls Change
+$337K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$889M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$44.7M
3
FMP
Financial Management Professionals
Texas
+$26.2M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
+$25.5M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$19.7M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$23.5M
2
FEG
Fund Evaluation Group
Ohio
-$19.5M
3
CGFA
Colton Groome Financial Advisors
North Carolina
-$9.65M
4
WIA
World Investment Advisors
California
-$9.22M
5
Wells Fargo
Wells Fargo
California
-$5.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
451
Central Trust Company
Missouri
$14K -$1.69K -160 -11%
FCMT
452
Founders Capital Management (Texas)
Texas
$14K – – –
PMFA
453
Plante Moran Financial Advisors
Michigan
$14K – – –
BFEC
454
Benjamin F. Edwards & Company
Missouri
$13K – – –
SL
455
Salomon & Ludwin
Virginia
$13K – – –
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$10K -$10.7K -1,016 -52%
ACA
457
Aptus Capital Advisors
Alabama
$10K +$10.9K +1,032 New
OIA
458
Optimum Investment Advisors
Illinois
$9K – – –
LGWM
459
Litman Gregory Wealth Management
California
$8K – – –
NCM
460
Next Capital Management
New York
$8K +$1.1K +104 +16%
WAP
461
Wealthcare Advisory Partners
Pennsylvania
$7K -$2.28K -216 -25%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$7K +$7.08K +672 New
Rockefeller Capital Management
463
Rockefeller Capital Management
New York
$6K – – –
AAP
464
Arax Advisory Partners
Colorado
$4K +$3.63K +344 New
SWM
465
Selective Wealth Management
Virginia
$4K +$3.79K +360 New
CAGAS
466
Capital Advisory Group Advisory Services
Minnesota
$3K – – –
GI
467
Gradient Investments
Minnesota
$3K – – –
HR
468
Howe & Rusling
New York
$3K – – –
BCMIO
469
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$2K – – –
UB
471
UMB Bank
Missouri
$1.74K +$307K +29,128 +21%
LDFR
472
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
PO
473
Private Ocean
California
$1K – – –
AMCA
474
Arthur M. Cohen & Associates
Illinois
$381 – – –
FCH
475
Freestone Capital Holdings
Washington
$257 +$258K +24,464 New
17 18
19
20 21

SCHG Hedge Fund Activity: Q3 2019 in Review

476 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2019, worth a combined $4.83B — up 29% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHG positions and 29 closed out — a net gain of 9 holders — while 199 added to existing stakes and 168 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $889M. The largest seller was OneDigital Investment Advisors, cutting an estimated $23.5M.

  • 476 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2019, up from 468 in Q2 2019.
  • Funds reported $4.83B of Schwab US Large-Cap Growth ETF stock for Q3 2019, up 29% quarter-over-quarter.
  • 38 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2019 and 29 closed out, a net change of +9 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $889M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2019.