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
Q2 2020Renaissance Technologies LLCBuy13,00021,300$2,163
Q2 2020Eagle Capital ManagementSell-10,62712,812$1,301
Q1 2020Sequoia Financial AdvisorsBuy14,68070,444$5,611
Q1 2020Renaissance Technologies LLCSell-4,7008,300$661
Q4 2019Renaissance Technologies LLCBuy7,40013,000$1,208
Q4 2019Sequoia Financial AdvisorsBuy2,45455,764$5,181
Q4 2019Eagle Capital ManagementSell-45323,439$2,178
Q3 2019Sequoia Financial AdvisorsBuy33,39653,310$4,479
Q3 2019Eagle Capital ManagementSell-9123,892$2,007
Q2 2019Renaissance Technologies LLCBuy2,9215,600$466
Q2 2019Eagle Capital ManagementSell-1,45823,983$1,996
Q2 2019Sequoia Financial AdvisorsSell-35119,914$1,657
Q1 2019Sequoia Financial AdvisorsSell-33,63520,265$1,610
Q1 2019Eagle Capital ManagementBuy2,83125,441$2,021
Q4 2018Sequoia Financial AdvisorsBuy5,40653,900$3,715
Q4 2018Eagle Capital ManagementSell-53022,610$1,559
Q3 2018Sequoia Financial AdvisorsBuy24,57948,494$3,977
Q3 2018Renaissance Technologies LLCBuy2,6792,679$220
Q3 2018Eagle Capital ManagementBuy68823,140$1,898
Q2 2018Sequoia Financial AdvisorsSell-23,60423,915$1,812
Q2 2018Eagle Capital ManagementSell-8322,452$1,701
Q1 2018Eagle Capital ManagementSell-7,88722,535$1,616
Q1 2018Sequoia Financial AdvisorsSell-3,10847,519$3,408
Q4 2017Sequoia Financial AdvisorsSell-32050,627$3,580
Q4 2017Eagle Capital ManagementSell-3230,422$2,151
Q3 2017Sequoia Financial AdvisorsBuy3,74850,947$3,366
Q3 2017Eagle Capital ManagementBuy37030,454$2,012
Q2 2017Sequoia Financial AdvisorsBuy3,59247,199$2,983
Q2 2017Eagle Capital ManagementBuy99330,084$1,901
Q1 2017Sequoia Financial AdvisorsBuy38,89143,607$2,637

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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