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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
SFC
526
SYM Financial Corp
Indiana
$273K +$258K +16,984 New
KCPG
527
Kavar Capital Partners Group
Kansas
$271K +$256K +16,872 New
EHC
528
Everett Harris & Co
California
$270K
AW
529
ACG Wealth
Georgia
$265K
MHR
530
Matthew Hamilton Rosenberg
$265K
PA
531
Pinnacle Associates
New York
$264K +$9.1K +600 +4%
IA
532
Inspire Advisors
Idaho
$263K +$248K +16,368 New
SSWM
533
Smith Salley Wealth Management
North Carolina
$262K +$248K +16,320 New
EWM
534
Empirical Wealth Management
Washington
$260K -$546K -35,992 -69%
WANY
535
Wealthspire Advisors (New York)
New York
$259K +$245K +16,144 New
CAI
536
Capital Advisors Inc
Oklahoma
$258K
CCT
537
Country Club Trust
Missouri
$257K
FHA
538
First Horizon Advisors
Tennessee
$256K
AIM
539
Aspen Investment Management
Michigan
$240K +$243 +16 +0.1%
AF
540
Apexium Financial
Texas
$239K
PA
541
Parallel Advisors
California
$236K +$121 +8 +0.1%
DAM
542
Delta Asset Management
Tennessee
$232K
HWM
543
Hohimer Wealth Management
Washington
$231K
GSWM
544
Golden State Wealth Management
California
$229K -$149K -9,800 -41%
NNP
545
Nachman Norwood & Parrott
South Carolina
$229K
BC
546
Brio Consultants
California
$226K -$12.6K -832 -6%
CCM
547
Carlson Capital Management
Minnesota
$223K +$207K +13,648 New
EWM
548
Evermay Wealth Management
Virginia
$222K -$15.8K -1,040 -7%
TI
549
Trexquant Investment
Connecticut
$222K +$210K +13,816 New
PPA
550
Parametric Portfolio Associates
Washington
$221K +$209K +13,784 New

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.