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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
LWM
126
Laidlaw Wealth Management
New York
$8.57M +$1.73M +113,880 +27%
NFG
127
Northeast Financial Group
Pennsylvania
$8.3M +$7.84M +517,000 New
GCP
128
Gill Capital Partners
Colorado
$8.09M -$177K -11,648 -2%
CFS
129
CRA Financial Services
New Jersey
$8.02M +$43.1K +2,840 +0.6%
RRWA
130
Rainey & Randall Wealth Advisors
Florida
$7.79M +$876K +57,768 +14%
CAG
131
Curtis Advisory Group
California
$7.74M +$147K +9,720 +2%
CFO
132
Collective Family Office
Pennsylvania
$7.64M +$7.22M +476,208 New
SFWC
133
Strategic Family Wealth Counselors
New Jersey
$7.5M -$6.92K -456 -0.1%
SCP
134
Shorepoint Capital Partners
Massachusetts
$7.37M -$287K -18,904 -4%
BWM
135
BerganKDV Wealth Management
Minnesota
$7.37M -$352K -23,208 -5%
EFG
136
Everhart Financial Group
Ohio
$7.28M +$6.88M +453,736 New
MA
137
Modus Advisors
Minnesota
$7.19M +$299K +19,712 +5%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$7.19M +$1.03M +68,024 +18%
OCM
139
One Capital Management
California
$7.12M -$219K -14,440 -3%
OWM
140
Opes Wealth Management
California
$6.89M -$2.4M -158,304 -27%
MWM
141
MinichMacGregor Wealth Management
New York
$6.78M +$209K +13,808 +3%
TWP
142
Total Wealth Planning
Ohio
$6.71M -$206K -13,560 -3%
SPC
143
Sigma Planning Corp
Michigan
$6.71M +$101K +6,648 +2%
VCA
144
Verdence Capital Advisors
Maryland
$6.62M +$547K +36,056 +10%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$6.39M -$402K -26,504 -6%
ACM
146
AlphaStar Capital Management
North Carolina
$6.39M +$285K +18,824 +5%
SWP
147
Stratos Wealth Partners
Ohio
$6.32M +$17.7K +1,168 +0.3%
CCM
148
Coldstream Capital Management
Washington
$6.21M -$532K -35,048 -8%
DAS
149
Dynamic Advisor Solutions
Arizona
$6.08M +$855K +56,408 +17%
YIA
150
YHB Investment Advisors
Connecticut
$6.05M +$361K +23,792 +7%

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.