Schwab US Large-Cap Growth ETF
SCHG
559 hedge funds and large institutions have $4.61B invested in Schwab US Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 211 increasing their positions, 161 reducing their positions, and 29 closing their positions.
307% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 29
31% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 161
18% more funds holding in top 10
Funds holding in top 10: 72 → 85 (+13)
17% more funds holding
Funds holding: 476 → 559 (+83)
5% less capital invested
Capital invested by funds: $4.83B → $4.61B (-$225M)
68.5% less ownership
Funds ownership: 471.63% → 403.13% (-68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$71.3M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$56M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$51.9M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$19.4M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$925M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$10.7M |
| 3 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$10.7M |
| 4 |
MAM
Marquette Asset Management
Minneapolis,
Minnesota
|
-$7.75M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$6.63M |
SCHG Hedge Fund Activity: Q4 2019 in Review
559 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2019, worth a combined $4.61B — down 4.7% from $4.83B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new SCHG positions and 29 closed out — a net gain of 89 holders — while 211 added to existing stakes and 161 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, adding an estimated $71.3M. The largest seller was Envestnet Asset Management, cutting an estimated $925M.
- 559 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2019, up from 476 in Q3 2019.
- Funds reported $4.61B of Schwab US Large-Cap Growth ETF stock for Q4 2019, down 4.7% quarter-over-quarter.
- 118 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2019 and 29 closed out, a net change of +89 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2019 was Newman Dignan & Sheerar Inc, an estimated $71.3M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $925M sold.
Based on aggregated 13F filings for Q4 2019.