We are live on ! Find out more
SCHG icon

Schwab US Large-Cap Growth ETF

408 hedge funds and large institutions have $2.6B invested in Schwab US Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

46% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 110

16% more funds holding in top 10

Funds holding in top 10: 5159 (+8)

11% more funds holding

Funds holding: 367408 (+41)

9.02% more ownership

Funds ownership: 342.68%351.7% (+9%)

12% less capital invested

Capital invested by funds: $2.97B → $2.6B (-$367M)

Holders
408
Holders Change
+41
Holders Change %
+11.17%
% of All Funds
9.09%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
1.31%
New
94
Increased
161
Reduced
110
Closed
49
Calls
$400K
Puts
Net Calls
+$400K
Net Calls Change
+$220K
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
101
Mariner Independent Advisor Network
Kansas
$3.39M -$1.89M -202,576 -34%
SIA
102
Starfire Investment Advisers
Michigan
$3.37M +$21.5K +2,312 +0.6%
CCMG
103
Clark Capital Management Group
Pennsylvania
$3.31M +$3.88K +416 +0.1%
SPI
104
Santori & Peters Inc
Pennsylvania
$3.28M +$81.1K +8,704 +2%
WSTAM
105
Wilbanks Smith & Thomas Asset Management
Virginia
$3.05M -$119K -12,728 -3%
CFS
106
CRA Financial Services
New Jersey
$3M +$3.24M +347,912 New
STMM
107
South Texas Money Management
Texas
$2.86M -$51.6K -5,536 -2%
CCA
108
Clearwater Capital Advisors
Illinois
$2.85M -$73K -7,840 -2%
CMP
109
Courage Miller Partners
Virginia
$2.69M +$73.8K +7,920 +3%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$2.66M -$146K -15,648 -5%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$2.65M -$1.07M -115,408 -27%
BC
112
Burleson & Co
California
$2.65M +$100K +10,784 +4%
MCIA
113
Mountain Capital Investment Advisors
Colorado
$2.62M -$71.5K -7,672 -2%
LFS
114
Legacy Financial Strategies
Kansas
$2.55M +$2.45M +263,488 +821%
LFA
115
Legend Financial Advisors
Pennsylvania
$2.54M +$2.75M +295,104 New
OPA
116
Old Port Advisors
Maine
$2.52M +$2.58M +276,808 New
MML Investors Services
117
MML Investors Services
Massachusetts
$2.51M +$675K +72,480 +33%
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$2.5M +$2.71M +290,440 New
SFG
119
Sage Financial Group
Pennsylvania
$2.49M +$603K +64,696 +29%
AF
120
Advisornet Financial
Minnesota
$2.46M -$613K -65,800 -19%
PAG
121
Private Advisor Group
New Jersey
$2.39M +$1.1M +118,632 +75%
VV
122
Valentine Ventures
Oregon
$2.31M +$2.5M +268,176 New
BCP
123
Blackhawk Capital Partners
Wisconsin
$2.25M +$2.43M +260,712 New
OAJ
124
Ogorek Anthony Joseph
New York
$2.24M -$400K -42,896 -14%
BL
125
Balentine LLC
Georgia
$2.23M +$2.41M +259,200 New

SCHG Hedge Fund Activity: Q4 2018 in Review

408 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2018, worth a combined $2.6B — down 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHG positions and 49 closed out — a net gain of 45 holders — while 161 added to existing stakes and 110 trimmed.

The largest buyer was SEI Investments, adding an estimated $52.9M. The largest seller was Total Investment Management, cutting an estimated $50.2M.

  • 408 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2018, up from 367 in Q3 2018.
  • Funds reported $2.6B of Schwab US Large-Cap Growth ETF stock for Q4 2018, down 12% quarter-over-quarter.
  • 94 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2018 and 49 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2018 was SEI Investments, an estimated $52.9M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2018 was Total Investment Management, an estimated $50.2M sold.

Based on aggregated 13F filings for Q4 2018.