National Bank of Canada
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National Bank of Canada’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

National Bank of Canada’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
Q1 		$161K Sell
5,500
-539,975
-99% -$16.8M ﹤0.01% 1674
2025
Q4 		$17.8M Buy
545,475
+59,645
+12% +$1.94M 0.02% 554
2025
Q3 		$15.5M Buy
485,830
+484,200
+29,706% +$14.8M 0.02% 575
2025
Q2 		$47.6K Buy
1,630
+215
+15% +$5.68K ﹤0.01% 1971
2025
Q1 		$35.4K Buy
1,415
+291
+26% +$7.97K ﹤0.01% 1960
2024
Q4 		$31.3K Buy
1,124
+348
+45% +$9.52K ﹤0.01% 2073
2024
Q3 		$5.05K Buy
776
+64
+9% +$1.61K ﹤0.01% 2209
2024
Q2 		$18.1K Hold
712
– – ﹤0.01% 1992
2024
Q1 		$16.5K Buy
712
+44
+7% +$973 ﹤0.01% 2067
2023
Q4 		$13.6K Hold
668
– – ﹤0.01% 2101
2023
Q3 		$12.2K Sell
668
-1,744
-72% -$32.8K ﹤0.01% 2149
2023
Q2 		$45.2K Hold
2,412
– – ﹤0.01% 1799
2023
Q1 		$39.3K Hold
2,412
– – ﹤0.01% 1779
2022
Q4 		$33.5K Sell
2,412
-1,760
-42% -$25.3K ﹤0.01% 1861
2022
Q3 		$58K Buy
4,172
+1,740
+72% +$27.3K ﹤0.01% 1652
2022
Q2 		$35K Sell
2,432
-272
-10% -$4.35K ﹤0.01% 1881
2022
Q1 		$51K Buy
2,704
+272
+11% +$4.96K ﹤0.01% 1868
2021
Q4 		$50K Buy
+2,432
New +$48.6K ﹤0.01% 1858

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

National Bank of Canada's SCHG Position: Q1 2026 in Review

National Bank of Canada reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 99% in Q1 2026, selling an estimated $16.8M and leaving 5,500 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

National Bank of Canada first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $17.8M in Q4 2025. 1,617 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • National Bank of Canada held 5,500 shares of Schwab US Large-Cap Growth ETF worth $161K as of Q1 2026.
  • National Bank of Canada sold 539,975 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $16.8M.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1674 holding.
  • National Bank of Canada first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Schwab US Large-Cap Growth ETF position peaked at $17.8M in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.