Schwab US Large-Cap Growth ETF
SCHG
840 hedge funds and large institutions have $9.55B invested in Schwab US Large-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 288 increasing their positions, 262 reducing their positions, and 31 closing their positions.
377% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 31
70% more call options, than puts
Call options by funds: $4.48M | Put options by funds: $2.64M
25.88% more ownership
Funds ownership: 404.49% → 430.37% (+26%)
19% more capital invested
Capital invested by funds: $8B → $9.55B (+$1.55B)
17% more funds holding in top 10
Funds holding in top 10: 111 → 130 (+19)
15% more funds holding
Funds holding: 732 → 840 (+108)
10% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 262
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$258M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$70.1M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$40.9M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$27.5M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$49.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$31.9M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$19.1M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$16M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$14.3M |
SCHG Hedge Fund Activity: Q4 2021 in Review
840 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2021, worth a combined $9.55B — up 19% from $8B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new SCHG positions and 31 closed out — a net gain of 117 holders — while 288 added to existing stakes and 262 trimmed.
The largest buyer was SEI Investments, adding an estimated $258M. The largest seller was Harbour Investments, cutting an estimated $49.6M.
- 840 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2021, up from 732 in Q3 2021.
- Funds reported $9.55B of Schwab US Large-Cap Growth ETF stock for Q4 2021, up 19% quarter-over-quarter.
- 148 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2021 and 31 closed out, a net change of +117 holders.
- The largest Schwab US Large-Cap Growth ETF buyer in Q4 2021 was SEI Investments, an estimated $258M added.
- The largest Schwab US Large-Cap Growth ETF seller in Q4 2021 was Harbour Investments, an estimated $49.6M sold.
Based on aggregated 13F filings for Q4 2021.