Schwab US Large-Cap Growth ETF
SCHG
1,096 hedge funds and large institutions have $13B invested in Schwab US Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 412 increasing their positions, 356 reducing their positions, and 41 closing their positions.
361% more call options, than puts
Call options by funds: $17M | Put options by funds: $3.7M
334% more first-time investments, than exits
New positions opened: 178 | Existing positions closed: 41
20% more capital invested
Capital invested by funds: $10.9B → $13B (+$2.18B)
19% more funds holding in top 10
Funds holding in top 10: 149 → 178 (+29)
16% more repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 356
13% more funds holding
Funds holding: 970 → 1,096 (+126)
1.23% less ownership
Funds ownership: 230.8% → 229.57% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$125M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.8M |
| 3 |
Goldman Sachs
New York
|
+$26.8M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$26.4M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$106M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$51.7M |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$47.8M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
-$30.9M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$28.9M |
SCHG Hedge Fund Activity: Q4 2023 in Review
1,096 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2023, worth a combined $13B — up 20% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 178 funds opened new SCHG positions and 41 closed out — a net gain of 137 holders — while 412 added to existing stakes and 356 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $125M. The largest seller was Osaic Holdings, cutting an estimated $106M.
- 1,096 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2023, up from 970 in Q3 2023.
- Funds reported $13B of Schwab US Large-Cap Growth ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 178 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2023 and 41 closed out, a net change of +137 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $125M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2023 was Osaic Holdings, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2023.