Schwab US Large-Cap Growth ETF
SCHG
440 hedge funds and large institutions have $3.43B invested in Schwab US Large-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 185 increasing their positions, 135 reducing their positions, and 31 closing their positions.
126% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 31
37% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 135
31% more capital invested
Capital invested by funds: $2.61B → $3.43B (+$821M)
25.67% more ownership
Funds ownership: 351.72% → 377.39% (+26%)
14% more funds holding in top 10
Funds holding in top 10: 59 → 67 (+8)
8% more funds holding
Funds holding: 408 → 440 (+32)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$80.7M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$43.3M |
| 3 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
+$29M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$28.8M |
| 5 |
AssetMark Inc
Concord,
California
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$11.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.25M |
| 4 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$6.21M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$6M |
SCHG Hedge Fund Activity: Q1 2019 in Review
440 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2019, worth a combined $3.43B — up 31% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SCHG positions and 31 closed out — a net gain of 39 holders — while 185 added to existing stakes and 135 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $80.7M. The largest seller was Bank of America, cutting an estimated $16.9M.
- 440 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2019, up from 408 in Q4 2018.
- Funds reported $3.43B of Schwab US Large-Cap Growth ETF stock for Q1 2019, up 31% quarter-over-quarter.
- 70 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2019 and 31 closed out, a net change of +39 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2019 was Financial Engines Advisors, an estimated $80.7M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2019 was Bank of America, an estimated $16.9M sold.
Based on aggregated 13F filings for Q1 2019.