Schwab US Large-Cap Growth ETF
SCHG
681 hedge funds and large institutions have $7.27B invested in Schwab US Large-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 224 increasing their positions, 268 reducing their positions, and 43 closing their positions.
101% more call options, than puts
Call options by funds: $3.33M | Put options by funds: $1.65M
44% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 43
2% more funds holding
Funds holding: 669 → 681 (+12)
2% less capital invested
Capital invested by funds: $7.45B → $7.27B (-$177M)
3% less funds holding in top 10
Funds holding in top 10: 117 → 113 (-4)
6.37% less ownership
Funds ownership: 441.14% → 434.77% (-6.4%)
16% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 268
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$66.6M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$49M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$38.3M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$32.9M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$102M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$69.2M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$56.1M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$55.7M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$28.9M |
SCHG Hedge Fund Activity: Q1 2021 in Review
681 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2021, worth a combined $7.27B — down 2.4% from $7.45B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SCHG positions and 43 closed out — a net gain of 19 holders — while 224 added to existing stakes and 268 trimmed.
The largest buyer was Total Investment Management, opening a new position worth an estimated $66.6M. The largest seller was Financial Engines Advisors, cutting an estimated $102M.
- 681 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2021, up from 669 in Q4 2020.
- Funds reported $7.27B of Schwab US Large-Cap Growth ETF stock for Q1 2021, down 2.4% quarter-over-quarter.
- 62 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2021 and 43 closed out, a net change of +19 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2021 was Total Investment Management, an estimated $66.6M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2021 was Financial Engines Advisors, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2021.