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Schwab US Large-Cap Growth ETF

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $297K

365% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 17

43% more funds holding in top 10

Funds holding in top 10: 2840 (+12)

23% more funds holding

Funds holding: 265325 (+60)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$293M)

11.62% more ownership

Funds ownership: 317.71%329.34% (+12%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.37%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Appleton Group
Wisconsin
$3.68M +$256K +29,784 +8%
BCP
77
Blackhawk Capital Partners
Wisconsin
$3.6M +$3.5M +407,696 New
SFA
78
Sequoia Financial Advisors
Ohio
$3.58M -$22K -2,560 -0.6%
CCM
79
Condor Capital Management
New Jersey
$3.56M +$96.4K +11,216 +3%
Goldman Sachs
80
Goldman Sachs
New York
$3.55M +$7.91K +920 +0.2%
SWM
81
SeaCrest Wealth Management
New York
$3.53M +$3.44M +399,720 New
CA
82
Cetera Advisors
Colorado
$3.5M +$427K +49,648 +14%
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$3.39M -$94.5K -10,992 -3%
KLI
84
Kelman-Lazarov Inc
Tennessee
$3.29M +$84.2K +9,800 +3%
CCA
85
Clearwater Capital Advisors
Illinois
$3.28M +$71.1K +8,272 +2%
STMM
86
South Texas Money Management
Texas
$3.24M -$201K -23,376 -6%
RWM
87
RKL Wealth Management
Pennsylvania
$2.97M +$2.88M +335,432 New
IFWM
88
Institute for Wealth Management
Colorado
$2.75M -$115K -13,432 -4%
LFPWM
89
Leicht Financial Planning & Wealth Management
New Jersey
$2.71M -$1.41M -164,576 -36%
CMP
90
Courage Miller Partners
Virginia
$2.71M +$39K +4,536 +2%
SPC
91
Sigma Planning Corp
Michigan
$2.55M +$85.8K +9,984 +4%
CFMC
92
Curbstone Financial Management Corp
New Hampshire
$2.5M -$2.49M -289,936 -51%
SPI
93
Santori & Peters Inc
Pennsylvania
$2.46M +$2.41M +280,632 New
AF
94
Advisornet Financial
Minnesota
$2.45M +$2.38M +276,752 New
ACM
95
AlphaStar Capital Management
North Carolina
$2.37M +$803K +93,392 +54%
AA
96
Advisory Alpha
Michigan
$2.34M +$56.7K +6,600 +3%
AFG
97
Albion Financial Group
Utah
$2.24M -$41.9K -4,872 -2%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$2.2M -$13.1K -1,528 -0.6%
BC
99
Bartlett & Co
Ohio
$2.16M -$20.6K -2,392 -1%
ECML
100
Eagle Capital Management (Louisiana)
Louisiana
$2.15M -$2.2K -256 -0.1%

SCHG Hedge Fund Activity: Q4 2017 in Review

325 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2017, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHG positions and 17 closed out — a net gain of 62 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Mariner, adding an estimated $51.8M. The largest seller was Avantax Planning Partners, cutting an estimated $46.9M.

  • 325 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2017, up from 265 in Q3 2017.
  • Funds reported $2.11B of Schwab US Large-Cap Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 79 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2017 and 17 closed out, a net change of +62 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $51.8M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2017.