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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
MS
201
Madden Securities
Texas
$3.74M -$377K -24,840 -10%
JWBC
202
John W. Brooker & Co
California
$3.74M +$72.6K +4,784 +2%
IWC
203
Integrated Wealth Concepts
Massachusetts
$3.74M +$80.3K +5,296 +2%
BDWCC
204
B&D White Capital Company
Texas
$3.71M +$3.46M +227,824 New
HWA
205
HCR Wealth Advisors
California
$3.71M +$22.8K +1,504 +0.7%
ISWM
206
Independent Solutions Wealth Management
New York
$3.67M -$534K -35,232 -13%
KWM
207
Kingsview Wealth Management
Oregon
$3.67M -$225K -14,832 -6%
JPLA
208
Joseph P. Lucia & Associates
New York
$3.67M -$122K -8,072 -3%
EE
209
EWG Elevate
California
$3.65M -$3.71M -244,824 -52%
BC
210
Burleson & Co
California
$3.58M +$658K +43,360 +24%
CI
211
CX Institutional
Indiana
$3.57M +$3.38M +222,664 New
SBSB
212
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.37M +$496K +32,728 +18%
AFG
213
Albion Financial Group
Utah
$3.33M -$52.7K -3,472 -2%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$3.29M +$90.6K +5,976 +3%
SCM
215
Spreng Capital Management
Ohio
$3.22M +$354K +23,344 +13%
IA
216
IFP Advisors
Florida
$3.18M -$5.7K -376 -0.2%
TWM
217
TriaGen Wealth Management
California
$3.18M +$3M +198,000 New
FWM
218
Focused Wealth Management
New York
$3.17M +$1.33K +88 +0%
KFS
219
Kaizen Financial Strategies
California
$3.14M +$2.97M +195,840 New
HA
220
HC Advisors
Georgia
$3.14M -$40K -2,640 -1%
US Bancorp
221
US Bancorp
Minnesota
$3.08M -$632K -41,696 -18%
SCM
222
Southport Capital Management
Tennessee
$3M -$190K -12,552 -6%
FWM
223
Filbrandt Wealth Management
Wisconsin
$2.91M -$564K -37,176 -17%
CFGS
224
Concourse Financial Group Securities
Alabama
$2.9M +$193K +12,696 +8%
BFM
225
Broadview Financial Management
Wisconsin
$2.9M -$120K -7,904 -4%

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.