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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
BAM
626
Bellevue Asset Management
Washington
$33K
SSWG
627
Seven Springs Wealth Group
Tennessee
$32K -$20.2K -1,240 -38%
WTC
628
WhitTier Trust Company
Nevada
$31K
FMP
629
Financial Management Professionals
Texas
$30K -$7.42K -456 -20%
HWM
630
HighMark Wealth Management
Minnesota
$27K
FPB
631
First PREMIER Bank
South Dakota
$26K
FFA
632
Freedman Financial Associates
Massachusetts
$26K
LWM
633
Liberty Wealth Management
California
$26K
CAL
634
Capital Analysts LLC
Pennsylvania
$26K +$26.3K +1,616 New
BFEC
635
Benjamin F. Edwards & Company
Missouri
$25K +$5.21K +320 +27%
WP
636
WealthShield Partners
North Carolina
$25K +$25.3K +1,552 New
FCB
637
First Command Bank
Texas
$23K
FCFS
638
First Command Financial Services
Texas
$23K
RWB
639
RMR Wealth Builders
New Jersey
$23K +$22.8K +1,400 New
QCG
640
Quadrant Capital Group
Ohio
$22K
FCMT
641
Founders Capital Management (Texas)
Texas
$22K +$130 +8 +0.6%
CTC
642
Central Trust Company
Missouri
$21K
GWSG
643
GPS Wealth Strategies Group
Colorado
$20K +$20.7K +1,272 New
IRAG
644
Investment Research & Advisory Group
Georgia
$19K
CAAS
645
Capital Asset Advisory Services
Michigan
$18K +$12.4K +760 +207%
BFC
646
Bedel Financial Consulting
Indiana
$16K -$6.38K -392 -28%
OIA
647
Optimum Investment Advisors
Illinois
$14K
AC
648
AlphaCore Capital
California
$14K +$2.86K +176 +24%
BWA
649
BDO Wealth Advisors
Florida
$13K -$143K -8,776 -92%
PA
650
Perennial Advisors
New York
$13K -$6.38K -392 -32%

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.