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Schwab US Large-Cap Growth ETF
SCHG

408 hedge funds and large institutions have $2.6B invested in Schwab US Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 110 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

46% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 110

16% more funds holding in top 10

Funds holding in top 10: 51 → 59 (+8)

11% more funds holding

Funds holding: 367 → 408 (+41)

9.02% more ownership

Funds ownership: 342.68% → 351.7% (+9%)

12% less capital invested

Capital invested by funds: $2.97B → $2.6B (-$367M)

Holders
408
Holders Change
+41
Holders Change %
+11.17%
% of All Funds
9.09%
Holding in Top 10
59
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.69%
% of All Funds
1.31%
New
94
Increased
161
Reduced
110
Closed
49
Calls
$400K
Puts
–
Net Calls
+$400K
Net Calls Change
+$220K

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$52.9M
2
Bank of America
Bank of America
North Carolina
+$19.2M
3
Mariner
Mariner
Kansas
+$9.08M
4
MG
Mather Group
Illinois
+$7.43M
5
AG
Advisor Group
Arizona
+$7.02M

Top Sellers

1
TIM
Total Investment Management
Arizona
-$50.2M
2
FMP
Financial Management Professionals
Texas
-$29M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$27M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$25.3M
5
AA
Apriem Advisors
California
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
176
Laurel Wealth Advisors (California)
California
$1.13M +$1.22M +130,936 New
ECG
177
Edge Capital Group
Georgia
$1.07M +$1.16M +124,424 New
JFG
178
JMG Financial Group
Illinois
$1.06M – – –
SHA
179
Seneca House Advisors
Virginia
$1.06M +$32.5K +3,488 +3%
WDL
180
Well Done LLC
Michigan
$1.06M – – –
CC
181
Claybrook Capital
Massachusetts
$1.06M +$1.14M +122,840 New
CG
182
Colony Group
Massachusetts
$1.06M +$205K +21,992 +22%
SFS
183
Sowell Financial Services
Arkansas
$1M +$1.09M +116,640 New
TF
184
Trek Financial
Arizona
$1M +$1.08M +116,136 New
AWMG
185
Alliance Wealth Management Group
New Jersey
$956K -$206K -22,080 -17%
TCM
186
Towercrest Capital Management
Pennsylvania
$956K -$206K -22,080 -17%
Citadel Advisors
187
Citadel Advisors
Florida
$933K -$162K -17,368 -14%
EWM
188
Edge Wealth Management
New York
$925K -$5.96K -640 -0.6%
MA
189
Mutual Advisors
Nebraska
$885K -$193K -20,736 -17%
MWM
190
Meridian Wealth Management
Kentucky
$884K +$123K +13,232 +15%
SBL
191
Sargent Bickham Lagudis
Colorado
$883K -$5.56M -596,416 -85%
RJA
192
Raymond James & Associates
Florida
$876K +$610K +65,496 +181%
SC
193
Savant Capital
Illinois
$872K +$149 +16 +0%
SIAS
194
Shine Investment Advisory Services
Colorado
$865K +$894 +96 +0.1%
FNBOO
195
First National Bank of Omaha
Nebraska
$841K – – –
CWS
196
Cypress Wealth Services
California
$835K +$903K +96,936 New
LCM
197
Liberty Capital Management
Michigan
$831K -$113K -12,184 -11%
FAAS
198
First Allied Advisory Services
California
$830K +$640K +68,704 +248%
PIP
199
Peachtree Investment Partners
Florida
$830K +$897K +96,304 New
HSA
200
HBK Sorce Advisory
Pennsylvania
$811K +$877K +94,136 New
6 7
8
9 10

SCHG Hedge Fund Activity: Q4 2018 in Review

408 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2018, worth a combined $2.6B — down 12% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHG positions and 49 closed out — a net gain of 45 holders — while 161 added to existing stakes and 110 trimmed.

The largest buyer was SEI Investments, adding an estimated $52.9M. The largest seller was Total Investment Management, cutting an estimated $50.2M.

  • 408 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2018, up from 367 in Q3 2018.
  • Funds reported $2.6B of Schwab US Large-Cap Growth ETF stock for Q4 2018, down 12% quarter-over-quarter.
  • 94 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2018 and 49 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2018 was SEI Investments, an estimated $52.9M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2018 was Total Investment Management, an estimated $50.2M sold.

Based on aggregated 13F filings for Q4 2018.