Schwab US Large-Cap Growth ETF
SCHG
828 hedge funds and large institutions have $9.1B invested in Schwab US Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 311 increasing their positions, 321 reducing their positions, and 70 closing their positions.
124% more call options, than puts
Call options by funds: $3.97M | Put options by funds: $1.77M
3% less repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 321
4% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 70
5% less capital invested
Capital invested by funds: $9.55B → $9.1B (-$446M)
1% less funds holding
Funds holding: 840 → 828 (-12)
5% less funds holding in top 10
Funds holding in top 10: 130 → 123 (-7)
209.11% less ownership
Funds ownership: 430.37% → 221.26% (-209%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$92.4M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$76.4M |
| 3 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$75.1M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$66.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWP
Transparent Wealth Partners
Little Rock,
Arkansas
|
-$34.1M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$31.4M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$31.2M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$28.1M |
| 5 |
TWM
Triton Wealth Management
Sun City,
Arizona
|
-$22.5M |
SCHG Hedge Fund Activity: Q1 2022 in Review
828 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q1 2022, worth a combined $9.1B — down 4.7% from $9.55B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of SCHG and 67 opened new positions — a net loss of 3 holders — while 321 trimmed existing stakes and 311 added.
The largest buyer was Retirement Planning Group (Kansas), adding an estimated $92.4M. The largest seller was Transparent Wealth Partners, exiting entirely with an estimated $34.1M sold.
- 828 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q1 2022, down from 840 in Q4 2021.
- Funds reported $9.1B of Schwab US Large-Cap Growth ETF stock for Q1 2022, down 4.7% quarter-over-quarter.
- 67 funds opened new Schwab US Large-Cap Growth ETF positions in Q1 2022 and 70 closed out, a net change of -3 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q1 2022 was Retirement Planning Group (Kansas), an estimated $92.4M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q1 2022 was Transparent Wealth Partners, an estimated $34.1M sold.
Based on aggregated 13F filings for Q1 2022.