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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
GAM
26
Gemmer Asset Management
California
$47.2M -$5.91M -389,472 -12%
Ameriprise
27
Ameriprise
Minnesota
$44.1M +$3.17M +209,016 +8%
SL
28
Systelligence LLC
Minnesota
$43.7M +$19.8M +1,308,144 +92%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$43.3M +$5.68M +374,424 +16%
Morgan Stanley
30
Morgan Stanley
New York
$41.3M +$2.03M +133,824 +5%
FCI
31
Financial Counselors Inc
Kansas
$39.7M -$1.06M -69,904 -3%
MAG
32
Mokosak Advisory Group
Iowa
$37.5M +$697K +45,952 +2%
EFSCE
33
Enterprise Financial Services Corp (EFSC)
Missouri
$34.8M -$979K -64,560 -3%
SAF
34
Smith Anglin Financial
Texas
$34.2M +$32.3M +2,132,752 New
TWM
35
Triton Wealth Management
Arizona
$32.6M +$4.23M +278,848 +16%
TWP
36
Treybourne Wealth Planners
Indiana
$32.6M +$30.8M +2,029,744 New
KLI
37
Kelman-Lazarov Inc
Tennessee
$32.3M -$324K -21,384 -1%
HWA
38
HHM Wealth Advisors
Tennessee
$32.2M -$95.2K -6,280 -0.3%
CCWA
39
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32M -$2.11M -139,072 -7%
VWA
40
Visionary Wealth Advisors
Illinois
$31.6M +$2.44M +160,800 +9%
PFM
41
Parsec Financial Management
North Carolina
$30.9M -$1.01M -66,832 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$30.5M +$18.9M +1,245,240 +190%
MA
43
MUFG Americas
New York
$30.4M -$1.73M -113,832 -6%
UBS Group
44
UBS Group
Switzerland
$30.1M +$731K +48,176 +3%
Wells Fargo
45
Wells Fargo
California
$29.9M -$281K -18,496 -1%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$28.9M
PMG
47
ProVise Management Group
Florida
$26.6M -$2.29M -151,096 -8%
SWRP
48
Summit Wealth & Retirement Planning
California
$26.1M -$1.28M -84,168 -5%
RCA
49
Reitz Capital Advisors
Michigan
$25.4M -$1.21M -79,744 -5%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$25M +$1.59M +105,048 +7%

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.