Schwab US Large-Cap Growth ETF
SCHG
732 hedge funds and large institutions have $8B invested in Schwab US Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 274 increasing their positions, 240 reducing their positions, and 23 closing their positions.
187% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 23
156% more call options, than puts
Call options by funds: $3.76M | Put options by funds: $1.47M
14% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 240
5% more funds holding
Funds holding: 698 → 732 (+34)
0% more funds holding in top 10
Funds holding in top 10: 111 → 111 (0)
0% less capital invested
Capital invested by funds: $8.02B → $8B (-$23.3M)
17.96% less ownership
Funds ownership: 422.45% → 404.49% (-18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$29.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.7M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$23.4M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$22.9M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$220M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$43.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$38.5M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$37.9M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$21.2M |
SCHG Hedge Fund Activity: Q3 2021 in Review
732 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q3 2021, worth a combined $8B — down 0.29% from $8.02B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new SCHG positions and 23 closed out — a net gain of 43 holders — while 274 added to existing stakes and 240 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $29.1M. The largest seller was Financial Engines Advisors, cutting an estimated $220M.
- 732 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q3 2021, up from 698 in Q2 2021.
- Funds reported $8B of Schwab US Large-Cap Growth ETF stock for Q3 2021, down 0.29% quarter-over-quarter.
- 66 funds opened new Schwab US Large-Cap Growth ETF positions in Q3 2021 and 23 closed out, a net change of +43 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q3 2021 was Kestra Advisory Services, an estimated $29.1M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $220M sold.
Based on aggregated 13F filings for Q3 2021.