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Scotia Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Scotia Capital’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 		$759K Buy
26,065
+3,990
+18% +$124K ﹤0.01% 612
2025
Q4 		$720K Buy
22,075
+2,420
+12% +$78.7K ﹤0.01% 607
2025
Q3 		$627K Sell
19,655
-127
-0.6% -$3.87K ﹤0.01% 636
2025
Q2 		$578K Hold
19,782
– – ﹤0.01% 606
2025
Q1 		$495K Sell
19,782
-212
-1% -$5.81K ﹤0.01% 621
2024
Q4 		$557K Sell
19,994
-402
-2% -$11K ﹤0.01% 606
2024
Q3 		$531K Sell
20,396
-1,112
-5% -$28K ﹤0.01% 608
2024
Q2 		$542K Hold
21,508
– – ﹤0.01% 593
2024
Q1 		$499K Sell
21,508
-360
-2% -$7.96K ﹤0.01% 597
2023
Q4 		$454K Buy
+21,868
New +$423K ﹤0.01% 594
2022
Q2 		– Sell
-17,532
Closed -$328K – 897
2022
Q1 		$328K Buy
17,532
+12
+0.1% +$219 ﹤0.01% 711
2021
Q4 		$359K Sell
17,520
-600
-3% -$12K ﹤0.01% 703
2021
Q3 		$335K Buy
+18,120
New +$345K ﹤0.01% 694

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 $10B AUM 15.14% 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

Scotia Capital's SCHG Position: Q1 2026 in Review

Scotia Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q1 2026, buying an estimated $124K and bringing the position to 26,065 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Scotia Capital first reported a position in SCHG in Q3 2021 and has held it in 13 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Scotia Capital held 26,065 shares of Schwab US Large-Cap Growth ETF worth $759K as of Q1 2026.
  • Scotia Capital bought 3,990 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $124K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #612 holding.
  • Scotia Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 13 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.