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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
IFWM
176
Institute for Wealth Management
Colorado
$4.74M +$79.5K +5,240 +2%
EWA
177
EP Wealth Advisors
California
$4.73M -$3.93M -259,272 -47%
ASN
178
Advisory Services Network
Georgia
$4.67M +$424K +27,952 +11%
TNA
179
True North Advisors
Texas
$4.63M +$383K +25,264 +10%
LC
180
LCNB Corp
Ohio
$4.57M +$459K +30,240 +12%
GWA
181
GGM Wealth Advisors
Maryland
$4.57M +$4.3M +283,456 New
MML Investors Services
182
MML Investors Services
Massachusetts
$4.53M +$731K +48,200 +21%
SAM
183
Smithbridge Asset Management
Pennsylvania
$4.51M +$142K +9,336 +3%
VC
184
Veery Capital
Delaware
$4.42M +$4.17M +275,152 New
SFG
185
Sovereign Financial Group
Connecticut
$4.39M +$4.15M +273,568 New
OPA
186
Old Port Advisors
Maine
$4.35M +$102K +6,712 +3%
CA
187
Cambridge Advisors
Nebraska
$4.25M -$292K -19,272 -7%
AWS
188
AJ Wealth Strategies
New York
$4.24M -$93.8K -6,184 -2%
CA
189
Cetera Advisors
Colorado
$4.24M -$533K -35,128 -12%
CFA
190
Cahill Financial Advisors
Minnesota
$4.2M +$1.29M +85,064 +48%
CG
191
Colony Group
Massachusetts
$4.14M -$106K -7,016 -3%
MAG
192
Mayfair Advisory Group
Alabama
$4.12M +$497K +32,792 +15%
SBL
193
Sargent Bickham Lagudis
Colorado
$4.1M -$1.8M -118,976 -32%
IAS
194
IMA Advisory Services
Colorado
$4.06M
BSW
195
Buckingham Strategic Wealth
Missouri
$4.03M +$1.73M +114,328 +84%
IA
196
IndexIQ Advisors
New York
$4.02M -$469K -30,912 -11%
RJA
197
Raymond James & Associates
Florida
$3.96M +$238K +15,672 +7%
AWM
198
AE Wealth Management
Kansas
$3.84M -$10.2M -670,448 -74%
CMP
199
Courage Miller Partners
Virginia
$3.83M -$739K -48,712 -17%
CCM
200
Ciovacco Capital Management
Georgia
$3.78M +$3.57M +235,416 New

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.