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Schwab US Large-Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 669681 (+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: 117113 (-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

Holders
681
Holders Change
+12
Holders Change %
+1.79%
% of All Funds
11.96%
Holding in Top 10
113
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.42%
% of All Funds
1.98%
New
62
Increased
224
Reduced
268
Closed
43
Calls
$3.33M
Puts
$1.65M
Net Calls
+$1.67M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Mission Wealth Management
California
$322K
PFPT
502
Pinnacle Financial Partners (Tennessee)
Tennessee
$315K
PAM
503
Private Asset Management
California
$313K
SW
504
SteelPeak Wealth
California
$311K -$19.4K -1,192 -6%
PGWM
505
Parisi Gray Wealth Management
New Jersey
$310K
CPSAC
506
Chas P. Smith & Associates (CPS)
Florida
$309K
M&T Bank
507
M&T Bank
New York
$309K
OWP
508
Obermeyer Wealth Partners
Colorado
$308K
Citadel Advisors
509
Citadel Advisors
Florida
$307K +$308K +18,928 New
LF
510
Lantz Financial
Illinois
$304K +$1.3K +80 +0.4%
PWM
511
Praetorian Wealth Management
California
$296K -$35.7K -2,192 -11%
RC
512
Roundview Capital
New Jersey
$291K
NFG
513
Next Financial Group
Texas
$288K +$12K +736 +4%
TI
514
Truepoint Inc
Ohio
$285K +$286K +17,568 New
SCA
515
STALEY CAPITAL ADVISERS
Pennsylvania
$279K
PA
516
Pinnacle Associates
New York
$275K +$8.07K +496 +3%
KCPG
517
Kavar Capital Partners Group
Kansas
$274K
Marshall Wace
518
Marshall Wace
United Kingdom
$270K +$271K +16,640 New
W
519
WealthStone
Ohio
$268K -$130K -8,000 -33%
AW
520
ACG Wealth
Georgia
$268K
MHR
521
Matthew Hamilton Rosenberg
$268K
SFC
522
SYM Financial Corp
Indiana
$267K -$8.98K -552 -3%
CM
523
Columbus Macro
Pennsylvania
$266K -$25.9K -1,592 -9%
MC
524
Montag & Caldwell
Georgia
$265K -$202K -12,424 -43%
SSWM
525
Smith Salley Wealth Management
North Carolina
$265K

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.