Marshall Wace
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Marshall Wace’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marshall Wace’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
2024
Q4 		– Sell
-77,480
Closed -$2.02M – 2953
2024
Q3 		$2.02M Sell
77,480
-211,628
-73% -$5.33M ﹤0.01% 1364
2024
Q2 		$7.29M Sell
289,108
-1,157,012
-80% -$27.3M 0.01% 857
2024
Q1 		$33.5M Buy
1,446,120
+1,088,996
+305% +$24.1M 0.05% 348
2023
Q4 		$7.41M Sell
357,124
-445,336
-55% -$8.61M 0.01% 769
2023
Q3 		$14.6M Buy
802,460
+721,200
+888% +$13.6M 0.03% 523
2023
Q2 		$1.52M Buy
+81,260
New +$1.39M ﹤0.01% 1536
2022
Q4 		– Sell
-55,600
Closed -$775K – 3364
2022
Q3 		$775K Buy
+55,600
New +$871K ﹤0.01% 2530
2022
Q1 		– Sell
-85,280
Closed -$1.75M – 3935
2021
Q4 		$1.75M Buy
+85,280
New +$1.7M ﹤0.01% 2126
2021
Q2 		– Sell
-16,640
Closed -$270K – 3033
2021
Q1 		$270K Buy
+16,640
New +$271K ﹤0.01% 2158
2019
Q2 		– Sell
-5,048
Closed -$50K – 1775
2019
Q1 		$50K Sell
5,048
-6,264
-55% -$59.2K ﹤0.01% 1533
2018
Q4 		$97K Buy
+11,312
New +$105K ﹤0.01% 1379

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Marshall Wace's SCHG Position: Q4 2024 in Review

Marshall Wace sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 77,480 shares — an estimated $2.02M sold.

Marshall Wace first reported a position in SCHG in Q4 2018 and held it in 11 quarters. The position peaked at $33.5M in Q1 2024. 1,385 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Marshall Wace reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 77,480 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $2.02M.
  • Marshall Wace first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 11 quarters.
  • Marshall Wace's Schwab US Large-Cap Growth ETF position peaked at $33.5M in Q1 2024.
  • 1,385 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.