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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
GWMIA
676
Global Wealth Management Investment Advisory
Florida
$3K
MSFP
677
Mark Sheptoff Financial Planning
Connecticut
$3K
LDFR
678
Lehman & Derafelo Financial Resources
Pennsylvania
$2K
HCP
679
Hexagon Capital Partners
Arkansas
$1K -$1.3K -80 -53%
MA
680
Montag & Associates
Georgia
$1K +$1.3K +80 New
FFN
681
Focus Financial Network
Minnesota
-$56.1M -3,497,824 Closed
Manulife (Manufacturers Life Insurance)
682
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$55.7M -3,468,848 Closed
PFG
683
Piershale Financial Group
Illinois
-$21.8M -1,356,680 Closed
TI
684
Tidal Investments
Wisconsin
-$14.4M -897,968 Closed
AAM
685
Ascension Asset Management
New York
-$9.55M -595,136 Closed
PRS
686
Pinkerton Retirement Specialists
Idaho
-$9.16M -570,984 Closed
TNA
687
True North Advisors
Texas
-$4.63M -288,176 Closed
CCM
688
Ciovacco Capital Management
Georgia
-$3.78M -235,416 Closed
Goldman Sachs
689
Goldman Sachs
New York
-$2.67M -166,432 Closed
SS
690
Simplicity Solutions
Minnesota
-$2.17M -135,248 Closed
BBA
691
BLB&B Advisors
Pennsylvania
-$1.67M -104,304 Closed
AA
692
Argent Advisors
Louisiana
-$1.57M -97,848 Closed
Renaissance Technologies
693
Renaissance Technologies
New York
-$976K -60,800 Closed
LFA
694
Legend Financial Advisors
Pennsylvania
-$868K -54,104 Closed
FI
695
FormulaFolio Investments
Michigan
-$707K -44,016 Closed
CAN
696
Claraphi Advisory Network
United States
-$449K -27,992 Closed
CDIA
697
Capital Directions Investment Advisors
Georgia
-$369K -23,008 Closed
SIM
698
Sonora Investment Management
Arizona
-$352K -21,928 Closed
RWM
699
RBA Wealth Management
California
-$351K -21,856 Closed
IWM
700
IHT Wealth Management
Illinois
-$274K -17,096 Closed

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.