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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
RWM
101
RKL Wealth Management
Pennsylvania
$10.8M +$401K +26,472 +4%
LB
102
Leo Brokerage
Texas
$10.5M -$1.32M -86,928 -12%
PWSG
103
Pacific Wealth Strategies Group
California
$10.4M +$3.38M +222,784 +53%
ACM
104
Alpha Capital Management
Texas
$10.4M -$226K -14,896 -2%
FWP
105
FAS Wealth Partners
Kansas
$10.2M -$1.12M -74,152 -10%
GGI
106
GPM Growth Investors
Michigan
$10.2M -$319K -21,048 -3%
NWS
107
Newport Wealth Strategies
California
$10.1M
CFMC
108
Curbstone Financial Management Corp
New Hampshire
$9.97M -$60.7K -4,000 -0.6%
PCIA
109
Prime Capital Investment Advisors
Kansas
$9.95M -$29.3M -1,928,704 -76%
CCMG
110
Clark Capital Management Group
Pennsylvania
$9.92M +$1.53M +101,088 +20%
HA
111
Harborview Advisors
Maine
$9.75M -$459K -30,296 -5%
BFG
112
Berger Financial Group
Minnesota
$9.6M +$9.07M +597,888 New
ACA
113
Ascension Capital Advisors
Texas
$9.55M +$457K +30,136 +5%
AAM
114
Ascension Asset Management
New York
$9.55M +$9.03M +595,136 New
HCM
115
Hengehold Capital Management
Ohio
$9.52M -$28.6K -1,888 -0.3%
CGFA
116
Colton Groome Financial Advisors
North Carolina
$9.37M -$5.67M -374,008 -39%
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$9.3M +$152K +10,032 +2%
SFA
118
Sequoia Financial Advisors
Ohio
$9.21M +$28.3K +1,864 +0.3%
PRS
119
Pinkerton Retirement Specialists
Idaho
$9.16M -$1.37M -90,560 -14%
AI
120
Atria Investments
North Carolina
$9.1M +$70.7K +4,664 +0.8%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$9.04M +$8.54M +563,240 New
JWA
122
JFS Wealth Advisors
Pennsylvania
$8.83M -$102K -6,696 -1%
MMA
123
Miracle Mile Advisors
California
$8.76M +$263K +17,328 +3%
LWAC
124
Laurel Wealth Advisors (California)
California
$8.74M -$55.1K -3,632 -0.7%
GC
125
Garde Capital
Washington
$8.58M -$2.13M -140,528 -21%

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.