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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
DCM
476
Donaldson Capital Management
Indiana
$375K
MI
477
Moneywise Inc
Virginia
$373K +$121 +8 +0%
CDIA
478
Capital Directions Investment Advisors
Georgia
$369K -$2.06K -136 -0.6%
EK
479
Evensky & Katz
Florida
$368K
SA
480
SRH Advisors
Kansas
$365K
SCA
481
Strategic Capital Advisers
Colorado
$363K -$41.5K -2,736 -11%
AMM
482
American Money Management
California
$363K -$20.1K -1,328 -6%
TPW
483
Tiller Private Wealth
Pennsylvania
$362K
AI
484
Accredited Investors
Minnesota
$358K
SIM
485
Sonora Investment Management
Arizona
$352K +$333K +21,928 New
RWA
486
Redhawk Wealth Advisors
Minnesota
$351K -$21.2K -1,400 -6%
RWM
487
RBA Wealth Management
California
$351K -$13.2K -872 -4%
CAM
488
Cubic Asset Management
Massachusetts
$350K
RA
489
Rodgers & Associates
Pennsylvania
$349K +$330K +21,752 New
VDI
490
Vaughan David Investments
Illinois
$345K +$18.2K +1,200 +6%
FHA
491
Flagship Harbor Advisors
Massachusetts
$339K +$485 +32 +0.2%
AGA
492
Arkos Global Advisors
Texas
$335K
MWM
493
Modera Wealth Management
New Jersey
$335K
AC
494
Avestar Capital
New York
$334K -$484K -31,904 -61%
Brown Advisory
495
Brown Advisory
Maryland
$333K -$40.4K -2,664 -11%
JP Morgan Chase
496
JP Morgan Chase
New York
$331K -$15.8K -1,040 -5%
Neuberger Berman Group
497
Neuberger Berman Group
New York
$330K -$208K -13,712 -40%
PWM
498
Praetorian Wealth Management
California
$328K -$13.7K -904 -4%
TP
499
Tranquility Partners
Tennessee
$328K
SW
500
SteelPeak Wealth
California
$327K +$9.59K +632 +3%

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.