We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

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: 1523 (+8)

50% more capital invested

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

14% more funds holding

Funds holding: 181206 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
101
D.L. Carlson Investment Group
New Hampshire
$747K +$425K +61,384 +134%
US Bancorp
102
US Bancorp
Minnesota
$718K -$6.58K -952 -0.9%
DW
103
Domani Wealth
Pennsylvania
$713K -$482K -69,640 -41%
FNBOO
104
First National Bank of Omaha
Nebraska
$693K
ICOA
105
Investment Centers of America
North Dakota
$688K +$83K +12,008 +14%
BBPWM
106
Blue Bell Private Wealth Management
Pennsylvania
$678K -$22.5K -3,248 -3%
EWM
107
Edge Wealth Management
New York
$669K -$63.6K -9,192 -9%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$668K +$8.91K +1,288 +1%
AF
109
Aldebaran Financial
$648K +$111 +16 +0%
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$643K -$18K -2,600 -3%
RFA
111
Reilly Financial Advisors
California
$628K +$59.6K +8,616 +11%
WA
112
Wealth Architects
California
$612K +$65K +9,400 +12%
FA
113
FC Advisory
Pennsylvania
$590K +$1.72K +248 +0.3%
BAC
114
Boys Arnold & Co
North Carolina
$574K +$387 +56 +0.1%
AIA
115
Allegis Investment Advisors
Idaho
$561K +$556K +80,336 New
TYCC
116
Texas Yale Capital Corp
Florida
$556K
ECML
117
Eagle Capital Management (Louisiana)
Louisiana
$545K -$4.72M -682,856 -90%
CCM
118
Coldstream Capital Management
Washington
$518K +$166K +24,048 +48%
S
119
SignatureFD
Georgia
$509K -$42.4K -6,128 -8%
AA
120
Apriem Advisors
California
$466K +$59.8K +8,640 +15%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$446K +$442K +63,952 New
SNBOSD
122
Security National Bank of So Dak
Iowa
$442K
JC
123
Jentner Corp
Ohio
$442K +$438K +63,352 New
VNA
124
Valley National Advisers
Pennsylvania
$439K +$443 +64 +0.1%
DWM
125
Destination Wealth Management
California
$433K -$14.1K -2,032 -3%

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.