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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
SWM
626
Selective Wealth Management
Virginia
$25K +$23.5K +1,552 New
BFC
627
Bedel Financial Consulting
Indiana
$23K
CTFG
628
Capstone Triton Financial Group
Oklahoma
$23K +$21.4K +1,408 New
QCG
629
Quadrant Capital Group
Ohio
$22K -$54K -3,560 -72%
FCB
630
First Command Bank
Texas
$22K
FCFS
631
First Command Financial Services
Texas
$22K
FCMT
632
Founders Capital Management (Texas)
Texas
$22K +$20.9K +1,376 New
CTC
633
Central Trust Company
Missouri
$21K
APC
634
Asset Planning Corporation
Tennessee
$21K +$20.1K +1,328 New
HNB
635
Huntington National Bank
Ohio
$20K
PA
636
Perennial Advisors
New York
$20K +$18.4K +1,216 New
BFEC
637
Benjamin F. Edwards & Company
Missouri
$19K
IRAG
638
Investment Research & Advisory Group
Georgia
$19K
TCM
639
TD Capital Management
Tennessee
$18K +$121 +8 +0.7%
HF
640
Halpern Financial
Virginia
$14.5K
KCM
641
Kathmere Capital Management
Pennsylvania
$14K -$121 -8 -0.9%
CMA
642
Cedar Mountain Advisors
Oregon
$14K
OIA
643
Optimum Investment Advisors
Illinois
$14K +$121 +8 +0.9%
SIC
644
Salem Investment Counselors
North Carolina
$13K +$12.1K +800 New
TRCT
645
Tower Research Capital (TRC)
New York
$13K +$12.1K +800 +10,000%
AC
646
AlphaCore Capital
California
$12K
LGWM
647
Litman Gregory Wealth Management
California
$11K -$6.07K -400 -37%
SQA
648
Simon Quick Advisors
New Jersey
$11K
NDSI
649
Newman Dignan & Sheerar Inc
Rhode Island
$10.8K -$48K -3,168 -0.5%
AWM
650
Aberdeen Wealth Management
Illinois
$10K +$9.1K +600 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.