We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

559 hedge funds and large institutions have $4.6B invested in Schwab US Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 211 increasing their positions, 161 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 161

18% more funds holding in top 10

Funds holding in top 10: 7285 (+13)

17% more funds holding

Funds holding: 476559 (+83)

5% less capital invested

Capital invested by funds: $4.83B → $4.6B (-$231M)

68.5% less ownership

Funds ownership: 471.63%403.13% (-68%)

Holders
559
Holders Change
+83
Holders Change %
+17.44%
% of All Funds
11.01%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.67%
New
118
Increased
211
Reduced
161
Closed
29
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Avior Wealth Management
Nebraska
$211K -$8.64K -784 -4%
CA
452
Calton & Associates
Florida
$210K -$13.5K -1,224 -6%
CBT
453
Capital Bank & Trust
California
$209K
ECM
454
Exchange Capital Management
Michigan
$209K +$198K +18,000 New
WCM
455
Whitener Capital Management
North Carolina
$205K +$9.26K +840 +5%
KA
456
Klingman & Associates
New York
$204K +$194K +17,576 New
FIG
457
FundX Investment Group
California
$201K +$190K +17,280 New
CWS
458
Cypress Wealth Services
California
$200K +$190K +17,216 New
FRA
459
Front Row Advisors
California
$199K +$4.23K +384 +2%
TCM
460
Tradewinds Capital Management
Washington
$192K -$91.7K -8,320 -33%
PNC Financial Services Group
461
PNC Financial Services Group
Pennsylvania
$185K
DAM
462
Delta Asset Management
Tennessee
$168K
TI
463
tru Independence
Oregon
$168K +$185K +16,824 New
PAI
464
Pittenger & Anderson Inc
Nebraska
$165K +$64.3K +5,832 +70%
Citigroup
465
Citigroup
New York
$162K +$110K +9,992 +252%
LWA
466
Lenox Wealth Advisors
New York
$155K
LWM
467
Lenox Wealth Management
Ohio
$152K +$67.9K +6,160 +89%
FHA
468
Flagship Harbor Advisors
Massachusetts
$145K +$353 +32 +0.3%
PC
469
Permanens Capital
New York
$140K +$8.82K +800 +7%
Fifth Third Bancorp
470
Fifth Third Bancorp
Ohio
$140K +$122K +11,072 +1,163%
TAIM
471
TD Ameritrade Investment Management
Nebraska
$139K +$7.23K +656 +6%
VCWA
472
Vanguard Capital Wealth Advisors
Colorado
$130K +$124K +11,208 New
Chevy Chase Trust
473
Chevy Chase Trust
Maryland
$128K +$121K +10,960 New
IF
474
Ironwood Financial
Arizona
$118K
CFB
475
Cullen/Frost Bankers
Texas
$118K +$88 +8 +0.1%

SCHG Hedge Fund Activity: Q4 2019 in Review

559 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2019, worth a combined $4.6B — down 4.8% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SCHG positions and 29 closed out — a net gain of 89 holders — while 211 added to existing stakes and 161 trimmed.

The largest buyer was Newman Dignan & Sheerar Inc, adding an estimated $71.3M. The largest seller was Envestnet Asset Management, cutting an estimated $925M.

  • 559 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2019, up from 476 in Q3 2019.
  • Funds reported $4.6B of Schwab US Large-Cap Growth ETF stock for Q4 2019, down 4.8% quarter-over-quarter.
  • 118 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2019 and 29 closed out, a net change of +89 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2019 was Newman Dignan & Sheerar Inc, an estimated $71.3M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $925M sold.

Based on aggregated 13F filings for Q4 2019.