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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
MA
126
Mutual Advisors
Nebraska
$8.25M +$2.75M +169,280 +50%
GC
127
Garde Capital
Washington
$8.16M -$517K -31,744 -6%
GGI
128
GPM Growth Investors
Michigan
$8.07M -$2.19M -134,720 -21%
LWM
129
Laidlaw Wealth Management
New York
$7.91M -$755K -46,416 -9%
SFA
130
Souders Financial Advisors
Ohio
$7.85M -$3.18M -195,552 -29%
BFG
131
Berger Financial Group
Minnesota
$7.8M -$1.91M -117,264 -20%
MWM
132
MinichMacGregor Wealth Management
New York
$7.68M +$828K +50,888 +12%
OWM
133
Opes Wealth Management
California
$7.57M +$609K +37,408 +9%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$7.55M -$26.6K -1,632 -0.3%
SCP
135
Shorepoint Capital Partners
Massachusetts
$7.37M -$82.9K -5,096 -1%
BWM
136
BerganKDV Wealth Management
Minnesota
$7.31M -$137K -8,432 -2%
MA
137
Modus Advisors
Minnesota
$7.28M +$12.5K +768 +0.2%
OCM
138
One Capital Management
California
$7.19M -$1.43K -88 -0%
EFG
139
Everhart Financial Group
Ohio
$7.13M -$234K -14,360 -3%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$7.12M -$146K -8,960 -2%
TWP
141
Total Wealth Planning
Ohio
$6.96M +$173K +10,640 +3%
VCA
142
Verdence Capital Advisors
Maryland
$6.92M +$225K +13,840 +3%
YIA
143
YHB Investment Advisors
Connecticut
$6.92M +$279K +17,128 +5%
GIA
144
Gladstone Institutional Advisory
Florida
$6.83M +$984K +60,480 +17%
CI
145
CX Institutional
Indiana
$6.83M +$3.23M +198,512 +89%
SWP
146
Stratos Wealth Partners
Ohio
$6.75M +$366K +22,520 +6%
ACM
147
AlphaStar Capital Management
North Carolina
$6.75M +$195K +11,968 +3%
HCM
148
Hengehold Capital Management
Ohio
$6.55M -$3.07M -188,896 -32%
CSPIA
149
Cary Street Partners Investment Advisory
Virginia
$6.36M +$399K +24,496 +7%
CCM
150
Coldstream Capital Management
Washington
$6.26M -$15K -920 -0.2%

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.