We are live on ! Find out more
SCHG icon

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
CGFA
151
Colton Groome Financial Advisors
North Carolina
$6.23M -$3.25M -199,808 -34%
DAS
152
Dynamic Advisor Solutions
Arizona
$6.03M -$114K -7,024 -2%
AIM
153
AMI Investment Management
Indiana
$5.94M -$86.3K -5,304 -1%
MAS
154
Madden Advisory Services
Florida
$5.92M -$84.4K -5,184 -1%
LFA
155
Lighthouse Financial Advisors
Maryland
$5.83M +$572K +35,168 +11%
MAM
156
McCarthy Asset Management
California
$5.82M +$180K +11,032 +3%
DFA
157
DHJJ Financial Advisors
Illinois
$5.8M +$73.9K +4,544 +1%
SCM
158
Southport Capital Management
Tennessee
$5.78M +$2.76M +169,528 +91%
RRC
159
Relaxing Retirement Coach
Massachusetts
$5.75M -$14.2K -872 -0.2%
WSTAM
160
Wilbanks Smith & Thomas Asset Management
Virginia
$5.58M -$877K -53,888 -14%
SWM
161
Sculati Wealth Management
Michigan
$5.45M +$59.1K +3,632 +1%
ASN
162
Advisory Services Network
Georgia
$5.41M +$689K +42,328 +15%
SS
163
Sunbelt Securities
Texas
$5.4M +$46.5K +2,856 +0.9%
MAS
164
Managed Account Services
Florida
$5.35M -$80.2K -4,928 -1%
AF
165
Advisornet Financial
Minnesota
$5.34M +$347K +21,320 +7%
SWM
166
SeaCrest Wealth Management
New York
$5.19M -$30.9K -1,896 -0.6%
RFA
167
Reilly Financial Advisors
California
$5.15M +$39.2K +2,408 +0.8%
GPFA
168
Game Plan Financial Advisors
Ohio
$5.13M -$301K -18,520 -6%
SPI
169
Santori & Peters Inc
Pennsylvania
$5.07M +$178K +10,960 +4%
RWM
170
Reston Wealth Management
Virginia
$5.06M +$64K +3,936 +1%
AI
171
Atria Investments
North Carolina
$4.93M -$4.27M -262,720 -46%
LC
172
LCNB Corp
Ohio
$4.9M +$279K +17,152 +6%
SFS
173
Sowell Financial Services
Arkansas
$4.88M +$2.69M +165,560 +137%
SFG
174
Sage Financial Group
Pennsylvania
$4.84M -$414K -25,432 -8%
FPFS
175
First Personal Financial Services
North Carolina
$4.76M -$323K -19,880 -6%

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.