Schwab US Large-Cap Growth ETF
SCHG
142 hedge funds and large institutions have $528M invested in Schwab US Large-Cap Growth ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
56% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 41
31.49% more ownership
Funds ownership: 155.41% → 186.9% (+31%)
27% more capital invested
Capital invested by funds: $416M → $528M (+$112M)
21% more funds holding in top 10
Funds holding in top 10: 14 → 17 (+3)
7% more funds holding
Funds holding: 133 → 142 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.94M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.77M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.15M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$27.1M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$13.2M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
-$7.04M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$1.85M |
SCHG Hedge Fund Activity: Q3 2015 in Review
142 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2015, worth a combined $528M — up 27% from $416M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHG positions and 12 closed out — a net gain of 9 holders — while 64 added to existing stakes and 41 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $11.1M. The largest seller was Financial Management Professionals, cutting an estimated $27.1M.
- 142 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2015, up from 133 in Q2 2015.
- Funds reported $528M of Schwab US Large-Cap Growth ETF stock for Q3 2015, up 27% quarter-over-quarter.
- 21 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2015 and 12 closed out, a net change of +9 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2015 was Raymond James Financial Services Advisors, an estimated $11.1M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2015 was Financial Management Professionals, an estimated $27.1M sold.
Based on aggregated 13F filings for Q3 2015.