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David Shaw’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

David Shaw’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.88M Buy
+173,698
New +$5.76M ﹤0.01% 2268
2025
Q3 		– Sell
-114,668
Closed -$3.35M – 4880
2025
Q2 		$3.35M Buy
114,668
+66,471
+138% +$1.76M ﹤0.01% 2344
2025
Q1 		$1.21M Buy
+48,197
New +$1.32M ﹤0.01% 2972
2024
Q4 		– Sell
-24,576
Closed -$640K – 4817
2024
Q3 		$640K Buy
+24,576
New +$618K ﹤0.01% 3563
2024
Q1 		– Sell
-11,820
Closed -$245K – 4688
2023
Q4 		$245K Buy
+11,820
New +$229K ﹤0.01% 3818

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

David Shaw's SCHG Position: Q2 2026 in Review

David Shaw opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 173,698 shares worth $5.88M. The stake represents ﹤0.01% of the portfolio and ranks #2268 among its holdings. This is a return to the name: David Shaw previously reported a position in SCHG as recently as Q2 2025.

David Shaw first reported a position in SCHG in Q4 2023 and has held it in 5 quarters since. 1,661 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • David Shaw held 173,698 shares of Schwab US Large-Cap Growth ETF worth $5.88M as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new David Shaw position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2268 holding.
  • David Shaw first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,661 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.