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Schwab US Large-Cap Growth ETF

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $297K

365% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 17

43% more funds holding in top 10

Funds holding in top 10: 2840 (+12)

23% more funds holding

Funds holding: 265325 (+60)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$293M)

11.62% more ownership

Funds ownership: 317.71%329.34% (+12%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.37%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
176
Valley National Advisers
Pennsylvania
$585K +$219K +25,528 +63%
MIP
177
Marietta Investment Partners
Wisconsin
$545K +$1.65K +192 +0.3%
CHA
178
Carmichael Hill & Associates
Maryland
$540K +$525K +61,128 New
William Blair & Company
179
William Blair & Company
Illinois
$536K +$75.6K +8,800 +17%
MWM
180
Meridian Wealth Management
Kentucky
$533K -$72.8K -8,472 -12%
SNBOSD
181
Security National Bank of So Dak
Iowa
$532K -$27.4K -3,184 -5%
TH
182
Timber Hill
Connecticut
$522K -$10K -1,168 -2%
HGWM
183
Harvest Group Wealth Management
Massachusetts
$522K +$508K +59,096 New
Millennium Management
184
Millennium Management
New York
$510K -$95.3K -11,088 -16%
CWM
185
Cornerstone Wealth Management
Missouri
$507K +$479K +55,784 New
CFA
186
Cahill Financial Advisors
Minnesota
$506K +$894 +104 +0.2%
IA
187
IFP Advisors
Florida
$501K -$34.4K -4,008 -7%
AWA
188
Acorn Wealth Advisors
Michigan
$494K +$465K +54,088 New
NCM
189
Northwest Capital Management
Oregon
$482K +$469K +54,536 New
Northern Trust
190
Northern Trust
Illinois
$471K +$156K +18,200 +52%
DWM
191
Destination Wealth Management
California
$470K +$2.89K +336 +0.6%
WIC
192
Whitegate Investment Counselors
New Hampshire
$466K -$11.8K -1,376 -3%
HIC
193
Hartline Investment Corp
Illinois
$466K +$5.78K +672 +1%
VFA
194
Valeo Financial Advisors
Indiana
$455K +$97.7K +11,368 +28%
KFA
195
Kabarec Financial Advisors
Illinois
$451K +$438K +50,984 New
S
196
SignatureFD
Georgia
$425K -$169K -19,608 -29%
OCM
197
Orser Capital Management
Texas
$419K +$385K +44,840 New
ACG
198
Allen Capital Group
Nebraska
$419K +$407K +47,376 New
FAAS
199
First Allied Advisory Services
California
$410K -$21.5K -2,504 -5%
FLA
200
Financial Life Advisors
Texas
$410K +$399K +46,416 New

SCHG Hedge Fund Activity: Q4 2017 in Review

325 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2017, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHG positions and 17 closed out — a net gain of 62 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Mariner, adding an estimated $51.8M. The largest seller was Avantax Planning Partners, cutting an estimated $46.9M.

  • 325 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2017, up from 265 in Q3 2017.
  • Funds reported $2.11B of Schwab US Large-Cap Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 79 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2017 and 17 closed out, a net change of +62 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $51.8M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2017.