Jim Simons
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Jim Simons’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jim Simons’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
2025
Q1 		– Sell
-101,600
Closed -$2.83M – 3790
2024
Q4 		$2.83M Buy
+101,600
New +$2.78M ﹤0.01% 1823
2024
Q3 		– Sell
-51,600
Closed -$1.3M – 3836
2024
Q2 		$1.3M Buy
51,600
+24,800
+93% +$585K ﹤0.01% 2168
2024
Q1 		$621K Sell
26,800
-51,600
-66% -$1.14M ﹤0.01% 2775
2023
Q4 		$1.63M Buy
78,400
+66,000
+532% +$1.28M ﹤0.01% 2077
2023
Q3 		$225K Sell
12,400
-51,200
-81% -$964K ﹤0.01% 3047
2023
Q2 		$1.19M Buy
+63,600
New +$1.09M ﹤0.01% 2362
2022
Q4 		– Sell
-95,200
Closed -$1.33M – 4366
2022
Q3 		$1.33M Buy
95,200
+52,400
+122% +$821K ﹤0.01% 2317
2022
Q2 		$620K Buy
+42,800
New +$684K ﹤0.01% 3025
2022
Q1 		– Sell
-92,000
Closed -$1.88M – 4410
2021
Q4 		$1.88M Sell
92,000
-19,200
-17% -$384K ﹤0.01% 2191
2021
Q3 		$2.06M Buy
111,200
+5,600
+5% +$107K ﹤0.01% 2062
2021
Q2 		$1.93M Buy
+105,600
New +$1.83M ﹤0.01% 2283
2021
Q1 		– Sell
-60,800
Closed -$976K – 3649
2020
Q4 		$976K Sell
60,800
-136,800
-69% -$2.07M ﹤0.01% 2517
2020
Q3 		$2.85M Buy
197,600
+27,200
+16% +$379K ﹤0.01% 1908
2020
Q2 		$2.16M Buy
170,400
+104,000
+157% +$1.21M ﹤0.01% 2148
2020
Q1 		$661K Sell
66,400
-37,600
-36% -$429K ﹤0.01% 2631
2019
Q4 		$1.21M Buy
+104,000
New +$1.15M ﹤0.01% 2541
2019
Q3 		– Sell
-44,800
Closed -$466K – 3662
2019
Q2 		$466K Buy
+44,800
New +$455K ﹤0.01% 3017
2018
Q4 		– Sell
-21,432
Closed -$220K – 3581
2018
Q3 		$220K Sell
21,432
-73,600
-77% -$733K ﹤0.01% 3117
2018
Q2 		$900K Buy
+95,032
New +$885K ﹤0.01% 2645

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's SCHG Position: Q1 2025 in Review

Jim Simons sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 101,600 shares — an estimated $2.83M sold.

Jim Simons first reported a position in SCHG in Q2 2018 and held it in 19 quarters. The position peaked at $2.85M in Q3 2020. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Jim Simons reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Jim Simons sold 101,600 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $2.83M.
  • Jim Simons first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and held it in 19 quarters.
  • Jim Simons's Schwab US Large-Cap Growth ETF position peaked at $2.85M in Q3 2020.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.