Schwab US Large-Cap Growth ETF
SCHG
206 hedge funds and large institutions have $1.36B invested in Schwab US Large-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 49 reducing their positions, and 9 closing their positions.
311% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 9
86% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 49
84.74% more ownership
Funds ownership: 245.69% → 330.44% (+85%)
53% more funds holding in top 10
Funds holding in top 10: 15 → 23 (+8)
49% more capital invested
Capital invested by funds: $910M → $1.36B (+$449M)
13% more funds holding
Funds holding: 182 → 206 (+24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$531M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.81M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.87M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.77M |
| 5 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$7.96M |
| 2 |
Jane Street
New York
|
-$6.84M |
| 3 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
-$4.72M |
| 4 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$2.05M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$1.68M |
SCHG Hedge Fund Activity: Q4 2016 in Review
206 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2016, worth a combined $1.36B — up 49% from $910M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SCHG positions and 9 closed out — a net gain of 28 holders — while 91 added to existing stakes and 49 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $531M. The largest seller was Hengehold Capital Management, cutting an estimated $7.96M.
- 206 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2016, up from 182 in Q3 2016.
- Funds reported $1.36B of Schwab US Large-Cap Growth ETF stock for Q4 2016, up 49% quarter-over-quarter.
- 37 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2016 and 9 closed out, a net change of +28 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2016 was Financial Engines Advisors, an estimated $531M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2016 was Hengehold Capital Management, an estimated $7.96M sold.
Based on aggregated 13F filings for Q4 2016.