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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
AWM
201
AE Wealth Management
Kansas
$405K +$394K +45,800 New
Fidelity Investments
202
Fidelity Investments
Massachusetts
$387K -$2.48K -288 -0.7%
KM
203
Kalos Management
Georgia
$379K +$365K +42,504 New
GC
204
Garde Capital
Washington
$371K -$29.6K -3,440 -8%
CA
205
Continuum Advisory
Idaho
$364K -$42.2K -4,912 -11%
B
206
Bailard
California
$361K
SS
207
Simplicity Solutions
Minnesota
$350K +$340K +39,560 New
Wolverine Trading
208
Wolverine Trading
Illinois
$341K -$306K -35,552 -48%
EK
209
Evensky & Katz
Florida
$332K +$32K +3,728 +11%
PAM
210
Peak Asset Management
Colorado
$329K -$31.5K -3,664 -9%
CDIA
211
Capital Directions Investment Advisors
Georgia
$328K
GA
212
Gateway Advisory
New Jersey
$324K +$315K +36,680 New
SLF
213
Sun Life Financial
Ontario, Canada
$323K
LWAC
214
Laurel Wealth Advisors (California)
California
$320K
LFS
215
Lutz Financial Services
Nebraska
$320K +$311K +36,200 New
TWA
216
TCI Wealth Advisors
Arizona
$316K +$142K +16,568 +86%
FAM
217
Foothills Asset Management
Arizona
$315K +$54K +6,280 +21%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$310K -$112K -13,024 -27%
DW
219
Domani Wealth
Pennsylvania
$309K -$30.1K -3,504 -9%
ONB
220
Old National Bancorp
Indiana
$306K
MI
221
Moneywise Inc
Virginia
$305K -$9.76K -1,136 -3%
PNC
222
Park National Corp
Ohio
$304K +$295K +34,376 New
VIA
223
Vantage Investment Advisors
Pennsylvania
$302K +$10.9K +1,264 +4%
AFP
224
Ausdal Financial Partners
Iowa
$301K +$17.3K +2,008 +6%
LBC
225
Lowe Brockenbrough & Co
Virginia
$299K +$19.9K +2,320 +7%

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.