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Schwab US Large-Cap Growth ETF
SCHG

553 hedge funds and large institutions have $4.06B invested in Schwab US Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

28.61% more ownership

Funds ownership: 403.13% → 431.74% (+29%)

9% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 204

9% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 58

7% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.7M

1% less funds holding

Funds holding: 559 → 553 (-6)

4% less funds holding in top 10

Funds holding in top 10: 85 → 82 (-3)

12% less capital invested

Capital invested by funds: $4.6B → $4.06B (-$535M)

Holders
553
Holders Change
-6
Holders Change %
-1.07%
% of All Funds
12.19%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.81%
New
63
Increased
222
Reduced
204
Closed
58
Calls
$1.58M
Puts
$1.7M
Net Calls
-$114K
Net Calls Change
-$1.2M

Top Buyers

Rank Fund Capital Flow
1
SS
Sunbelt Securities
Texas
+$68.5M
2
TIM
Total Investment Management
Arizona
+$45.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$17.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$16.9M
5
Mariner
Mariner
Kansas
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$74.3M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$46M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.7M
4
PFG
Piershale Financial Group
Illinois
-$17.8M
5
GC
Gratus Capital
Georgia
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
151
Managed Account Services
Florida
$2.93M +$805K +70,552 +30%
CA
152
Cambridge Advisors
Nebraska
$2.92M +$235K +20,568 +8%
IFWM
153
Institute for Wealth Management
Colorado
$2.88M -$1.55K -136 -0%
CMP
154
Courage Miller Partners
Virginia
$2.85M -$193K -16,912 -6%
MPM
155
Meritage Portfolio Management
Kansas
$2.79M +$1.96M +172,048 +159%
IAS
156
IMA Advisory Services
Colorado
$2.78M -$145K -12,688 -4%
SPI
157
Santori & Peters Inc
Pennsylvania
$2.77M +$271K +23,752 +9%
MAM
158
Marotta Asset Management
Virginia
$2.73M +$227K +19,864 +7%
OPA
159
Old Port Advisors
Maine
$2.72M -$9.4K -824 -0.3%
CG
160
Colony Group
Massachusetts
$2.67M -$181K -15,856 -6%
CFA
161
Cahill Financial Advisors
Minnesota
$2.62M +$2.28K +200 +0.1%
RFA
162
Reilly Financial Advisors
California
$2.49M -$272K -23,864 -9%
CA
163
Cetera Advisors
Colorado
$2.48M -$127K -11,104 -4%
BFM
164
Broadview Financial Management
Wisconsin
$2.48M -$127K -11,176 -4%
SAM
165
Smithbridge Asset Management
Pennsylvania
$2.46M +$210K +18,368 +8%
HWA
166
HCR Wealth Advisors
California
$2.46M -$135K -11,864 -5%
IA
167
IFP Advisors
Florida
$2.45M +$317K +27,816 +13%
JWBC
168
John W. Brooker & Co
California
$2.39M +$403K +35,352 +17%
Creative Planning
169
Creative Planning
Kansas
$2.32M +$275K +24,072 +12%
RJA
170
Raymond James & Associates
Florida
$2.29M +$62.2K +5,456 +2%
US Bancorp
171
US Bancorp
Minnesota
$2.26M -$640K -56,112 -20%
AFG
172
Albion Financial Group
Utah
$2.2M -$106K -9,256 -4%
JPLA
173
Joseph P. Lucia & Associates
New York
$2.2M -$328K -28,736 -12%
FTUS
174
Flow Traders U.S.
New York
$2.18M +$2.5M +219,224 New
TNA
175
True North Advisors
Texas
$2.16M +$245K +21,504 +11%
5 6
7
8 9

SCHG Hedge Fund Activity: Q1 2020 in Review

553 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2020, worth a combined $4.06B — down 12% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SCHG positions and 58 closed out — a net gain of 5 holders — while 222 added to existing stakes and 204 trimmed.

The largest buyer was Sunbelt Securities, adding an estimated $68.5M. The largest seller was Newman Dignan & Sheerar Inc, cutting an estimated $74.3M.

  • 553 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2020, down from 559 in Q4 2019.
  • Funds reported $4.06B of Schwab US Large-Cap Growth ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 63 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2020 and 58 closed out, a net change of +5 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2020 was Sunbelt Securities, an estimated $68.5M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2020 was Newman Dignan & Sheerar Inc, an estimated $74.3M sold.

Based on aggregated 13F filings for Q1 2020.