SCHWAB US LARGE-CAP GROWTH (SCHG) Institutional Ownership Changes & 13F Activity

SCHWAB US LARGE-CAP GROWTH (SCHG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Eagle Capital Management, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2023Sequoia Financial AdvisorsBuy1,384174,771$11,389,829
Q1 2023Eagle Capital ManagementBuy2223,956$1,561
Q4 2022Sequoia Financial AdvisorsBuy39,602173,387$9,633,371
Q4 2022Eagle Capital ManagementSell-12823,934$1,330
Q3 2022Sequoia Financial AdvisorsSell-28,253133,785$7,467
Q3 2022Renaissance Technologies LLCBuy13,10023,800$1,328
Q3 2022Eagle Capital ManagementBuy11,03624,062$1,343
Q2 2022Sequoia Financial AdvisorsSell-28,511162,038$9,397
Q2 2022Eagle Capital ManagementSell-9,48413,026$755
Q2 2022Renaissance Technologies LLCSell-80010,700$620
Q1 2022Sequoia Financial AdvisorsBuy100,924190,549$14,257
Q1 2022Eagle Capital ManagementBuy5,99522,510$1,684
Q4 2021Sequoia Financial AdvisorsBuy56,38589,625$14,676
Q4 2021Renaissance Technologies LLCSell-2,40011,500$1,883
Q4 2021Eagle Capital ManagementBuy36416,515$2,704
Q3 2021Sequoia Financial AdvisorsSell-51,21233,240$4,923
Q3 2021Renaissance Technologies LLCBuy70013,900$2,058
Q3 2021Eagle Capital ManagementBuy30116,151$2,392
Q2 2021Sequoia Financial AdvisorsBuy7,72484,452$12,327
Q2 2021Renaissance Technologies LLCBuy5,60013,200$1,927
Q2 2021Eagle Capital ManagementBuy1,44515,850$2,313
Q1 2021Sequoia Financial AdvisorsBuy5,04576,728$9,958
Q1 2021Eagle Capital ManagementBuy1,13514,405$1,869
Q4 2020Renaissance Technologies LLCSell-17,1007,600$976
Q4 2020Eagle Capital ManagementBuy24913,270$1,704
Q4 2020Sequoia Financial AdvisorsBuy23371,683$9,205
Q3 2020Sequoia Financial AdvisorsBuy71,45071,450$8,229
Q3 2020Renaissance Technologies LLCBuy3,40024,700$2,845
Q3 2020Eagle Capital ManagementBuy20913,021$1,500
Q2 2020Sequoia Financial AdvisorsSell-70,4440$7,136

Frequently asked questions about SCHG activity

  • Which institutional owners are buying SCHG?

    Institutional owners buying SCHG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHG activity?

    "Buy" means an investor increased their reported position in SCHG compared to the prior reporting period. This reflects growing exposure to SCHWAB US LARGE-CAP GROWTH (SCHG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHG increasing?

    Institutional interest in SCHG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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