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Renasant Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Renasant Bank’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
-29,140
Closed -$812K – 173
2024
Q4 		$812K Sell
29,140
-35,456
-55% -$970K 0.53% 70
2024
Q3 		$1.68M Sell
64,596
-24,868
-28% -$626K 1.11% 19
2024
Q2 		$2.26M Buy
+89,464
New +$2.11M 1.55% 15

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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

Renasant Bank's SCHG Position: Q1 2025 in Review

Renasant Bank sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 29,140 shares — an estimated $812K sold.

Renasant Bank first reported a position in SCHG in Q2 2024 and held it in 3 quarters. The position peaked at $2.26M in Q2 2024. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Renasant Bank reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Renasant Bank sold 29,140 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $812K.
  • Renasant Bank first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 3 quarters.
  • Renasant Bank's Schwab US Large-Cap Growth ETF position peaked at $2.26M in Q2 2024.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Renasant Bank's 13F filing for Q1 2025, filed 9 May 2025.