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Schwab US Large-Cap Growth ETF
SCHG

206 hedge funds and large institutions have $1.36B invested in Schwab US Large-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

84.8% more ownership

Funds ownership: 245.64% → 330.44% (+85%)

84% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 49

53% more funds holding in top 10

Funds holding in top 10: 15 → 23 (+8)

50% more capital invested

Capital invested by funds: $907M → $1.36B (+$452M)

14% more funds holding

Funds holding: 181 → 206 (+25)

Holders
206
Holders Change
+25
Holders Change %
+13.81%
% of All Funds
5.15%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.57%
New
38
Increased
90
Reduced
49
Closed
10
Calls
$475K
Puts
–
Net Calls
+$475K
Net Calls Change
+$523K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$531M
2
AI
Atria Investments
North Carolina
+$5.81M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$4.87M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.77M
5
GWA
Guidant Wealth Advisors
Illinois
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hengehold Capital Management
Ohio
-$7.96M
2
Jane Street
Jane Street
New York
-$6.84M
3
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$4.72M
4
CFMC
Curbstone Financial Management Corp
New Hampshire
-$2.05M
5
SHJ
Sharkey, Howes & Javer
Colorado
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
51
Starfire Investment Advisers
Michigan
$2.96M +$108K +15,616 +4%
PCM
52
Pointe Capital Management
Michigan
$2.96M +$2.93M +423,648 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.87M +$2.58M +373,312 +975%
SBL
54
Sargent Bickham Lagudis
Colorado
$2.86M -$595K -86,016 -17%
Goldman Sachs
55
Goldman Sachs
New York
$2.8M +$5.42K +784 +0.2%
MA
56
MUFG Americas
New York
$2.65M +$316K +45,760 +14%
AG
57
Appleton Group
Wisconsin
$2.63M -$141K -20,432 -5%
SWP
58
Stratos Wealth Partners
Ohio
$2.63M +$579K +83,736 +29%
TRCT
59
Tower Research Capital (TRC)
New York
$2.48M +$2.03M +293,568 +479%
CP
60
Corbenic Partners
Pennsylvania
$2.47M +$51.8K +7,496 +2%
CCM
61
Condor Capital Management
New Jersey
$2.44M +$46.3K +6,696 +2%
CWM
62
Concert Wealth Management
California
$2.41M +$40.3K +5,824 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$2.36M +$357K +51,664 +18%
FWM
64
Frontier Wealth Management
Missouri
$2.29M -$342K -49,480 -13%
CMP
65
Courage Miller Partners
Virginia
$2.19M -$32.4K -4,680 -1%
AFG
66
Albion Financial Group
Utah
$2.11M +$528K +76,384 +34%
KLI
67
Kelman-Lazarov Inc
Tennessee
$2.1M +$123K +17,760 +6%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$2.1M -$2.05M -296,808 -50%
BA
69
Bristlecone Advisors
Washington
$2M +$106K +15,360 +6%
AWMG
70
Alliance Wealth Management Group
New Jersey
$1.96M +$93.3K +13,496 +5%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$1.96M +$277K +40,080 +17%
PFM
72
Parsec Financial Management
North Carolina
$1.94M +$560K +80,984 +41%
SPC
73
Sigma Planning Corp
Michigan
$1.88M +$88.6K +12,808 +5%
PAG
74
Pinnacle Advisory Group
Maryland
$1.83M -$117K -16,848 -6%
AWS
75
AJ Wealth Strategies
New York
$1.8M +$1.78M +258,096 New
1 2
3
4 5

SCHG Hedge Fund Activity: Q4 2016 in Review

206 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2016, worth a combined $1.36B — up 50% from $907M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHG positions and 10 closed out — a net gain of 28 holders — while 90 added to existing stakes and 49 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $531M. The largest seller was Hengehold Capital Management, cutting an estimated $7.96M.

  • 206 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2016, up from 181 in Q3 2016.
  • Funds reported $1.36B of Schwab US Large-Cap Growth ETF stock for Q4 2016, up 50% quarter-over-quarter.
  • 38 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2016 and 10 closed out, a net change of +28 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2016 was Financial Engines Advisors, an estimated $531M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2016 was Hengehold Capital Management, an estimated $7.96M sold.

Based on aggregated 13F filings for Q4 2016.