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Schwab US Large-Cap Growth ETF
SCHG

553 hedge funds and large institutions have $4.06B invested in Schwab US Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 222 increasing their positions, 204 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

28.61% more ownership

Funds ownership: 403.13% → 431.74% (+29%)

9% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 204

9% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 58

7% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.7M

1% less funds holding

Funds holding: 559 → 553 (-6)

4% less funds holding in top 10

Funds holding in top 10: 85 → 82 (-3)

12% less capital invested

Capital invested by funds: $4.6B → $4.06B (-$535M)

Holders
553
Holders Change
-6
Holders Change %
-1.07%
% of All Funds
12.19%
Holding in Top 10
82
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.53%
% of All Funds
1.81%
New
63
Increased
222
Reduced
204
Closed
58
Calls
$1.58M
Puts
$1.7M
Net Calls
-$114K
Net Calls Change
-$1.2M

Top Buyers

1
SS
Sunbelt Securities
Texas
+$68.5M
2
TIM
Total Investment Management
Arizona
+$45.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$17.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$16.9M
5
Mariner
Mariner
Kansas
+$15.5M

Top Sellers

1
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$74.3M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$46M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$35.7M
4
PFG
Piershale Financial Group
Illinois
-$17.8M
5
GC
Gratus Capital
Georgia
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$920M -$46M -4,030,304 -4%
APP
2
Avantax Planning Partners
Iowa
$318M +$4.43M +388,600 +1%
MG
3
Mather Group
Illinois
$151M +$8.85M +775,360 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$147M +$472M +41,355,104 New
Mariner
5
Mariner
Kansas
$112M +$15.5M +1,357,528 +14%
FEG
6
Fund Evaluation Group
Ohio
$95M +$1.57M +137,688 +1%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$87.2M – – –
UCFA
8
United Capital Financial Advisors
Texas
$73.1M -$990K -86,808 -1%
SS
9
Sunbelt Securities
Texas
$69.4M +$68.5M +6,005,040 +4,566%
SEI Investments
10
SEI Investments
Pennsylvania
$65.6M +$16.9M +1,480,760 +29%
LPL Financial
11
LPL Financial
California
$60.4M +$1.13M +99,176 +2%
MAM
12
Marquette Asset Management
Minnesota
$59.9M -$1.27M -111,232 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$58.4M +$12.3M +1,082,144 +23%
Truist Financial
14
Truist Financial
North Carolina
$51.5M +$969K +84,976 +2%
KF
15
Krilogy Financial
Missouri
$49.4M +$2.34M +205,488 +4%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.2M +$1.83M +160,832 +4%
TIM
17
Total Investment Management
Arizona
$40.7M +$45.6M +3,997,320 +4,190%
FFN
18
Focus Financial Network
Minnesota
$38.5M +$9.81M +860,136 +29%
AssetMark Inc
19
AssetMark Inc
California
$36.9M -$3.32M -290,896 -7%
OIA
20
OneDigital Investment Advisors
Kansas
$34M -$1.51M -132,336 -4%
ML
21
McAdam LLC
Pennsylvania
$33.4M +$2.82M +247,016 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$32.8M +$7.66M +671,536 +26%
FCI
23
Financial Counselors Inc
Kansas
$27.8M +$2.19M +192,360 +7%
PCIA
24
Prime Capital Investment Advisors
Kansas
$26M +$642K +56,280 +2%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$24.5M -$2.73M -239,144 -9%
1
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SCHG Hedge Fund Activity: Q1 2020 in Review

553 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2020, worth a combined $4.06B — down 12% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SCHG positions and 58 closed out — a net gain of 5 holders — while 222 added to existing stakes and 204 trimmed.

The largest buyer was Sunbelt Securities, adding an estimated $68.5M. The largest seller was Newman Dignan & Sheerar Inc, cutting an estimated $74.3M.

  • 553 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2020, down from 559 in Q4 2019.
  • Funds reported $4.06B of Schwab US Large-Cap Growth ETF stock for Q1 2020, down 12% quarter-over-quarter.
  • 63 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2020 and 58 closed out, a net change of +5 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q1 2020 was Sunbelt Securities, an estimated $68.5M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q1 2020 was Newman Dignan & Sheerar Inc, an estimated $74.3M sold.

Based on aggregated 13F filings for Q1 2020.