Schwab US Large-Cap Growth ETF
SCHG
265 hedge funds and large institutions have $1.82B invested in Schwab US Large-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 121 increasing their positions, 79 reducing their positions, and 14 closing their positions.
556% more call options, than puts
Call options by funds: $2.08M | Put options by funds: $317K
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
53% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 79
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
4% more funds holding
Funds holding: 254 → 265 (+11)
2.17% less ownership
Funds ownership: 41.88% → 39.71% (-2.2%)
51% less capital inflows, than outflows
Capital inflows: $101M | Capital outflows: $206M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Piershale Financial Group
Barrington,
Illinois
|
+$12.9M |
| 2 |
Marquette Asset Management
Minneapolis,
Minnesota
|
+$5.57M |
| 3 |
INVST
Indianapolis,
Indiana
|
+$5.32M |
| 4 |
Mather Group
Chicago,
Illinois
|
+$5.22M |
| 5 |
Avantax Planning Partners
Dubuque,
Iowa
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$137M |
| 2 |
Financial Management Professionals
Austin,
Texas
|
-$24.3M |
| 3 |
Jane Street
New York
|
-$19.6M |
| 4 |
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$6.41M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.51M |
SCHG Hedge Fund Activity: Q3 2017 in Review
265 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2017, worth a combined $1.82B — up 0.71% from $1.8B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCHG positions and 14 closed out — a net gain of 11 holders — while 121 added to existing stakes and 79 trimmed.
The largest buyer was Piershale Financial Group, opening a new position worth an estimated $12.9M. The largest seller was Financial Engines Advisors, cutting an estimated $137M.
- 265 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2017, up from 254 in Q2 2017.
- Funds reported $1.82B of Schwab US Large-Cap Growth ETF stock for Q3 2017, up 0.71% quarter-over-quarter.
- 25 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2017 and 14 closed out, a net change of +11 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2017 was Piershale Financial Group, an estimated $12.9M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2017 was Financial Engines Advisors, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2017.