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TD Ameritrade Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-1,740
Closed -$33K – 392
2023
Q2 		$33K Hold
1,740
– – ﹤0.01% 265
2023
Q1 		$28K Hold
1,740
– – ﹤0.01% 274
2022
Q4 		$24K Hold
1,740
– – ﹤0.01% 310
2022
Q3 		$24K Hold
1,740
– – ﹤0.01% 327
2022
Q2 		$25K Sell
1,740
-7,204
-81% -$115K ﹤0.01% 367
2022
Q1 		$167K Sell
8,944
-72
-0.8% -$1.31K ﹤0.01% 249
2021
Q4 		$185K Sell
9,016
-18,336
-67% -$367K ﹤0.01% 245
2021
Q3 		$394K Buy
27,352
+10,080
+58% +$192K ﹤0.01% 173
2021
Q2 		$315K Sell
17,272
-9,048
-34% -$157K ﹤0.01% 203
2021
Q1 		$423K Hold
26,320
– – ﹤0.01% 165
2020
Q4 		$423K Sell
26,320
-1,032
-4% -$15.7K ﹤0.01% 165
2020
Q3 		$394K Sell
27,352
-3,536
-11% -$49.3K ﹤0.01% 173
2020
Q2 		$392K Buy
30,888
+2,888
+10% +$33.7K ﹤0.01% 175
2020
Q1 		$279K Buy
28,000
+16,000
+133% +$183K ﹤0.01% 185
2019
Q4 		$139K Buy
12,000
+656
+6% +$7.23K ﹤0.01% 222
2019
Q3 		$119K Buy
11,344
+1,944
+21% +$20.5K ﹤0.01% 201
2019
Q2 		$98K Buy
9,400
+728
+8% +$7.4K ﹤0.01% 204
2019
Q1 		$86K Buy
8,672
+752
+9% +$7.11K ﹤0.01% 202
2018
Q4 		$68K Sell
7,920
-232
-3% -$2.16K ﹤0.01% 209
2018
Q3 		$84K Buy
8,152
+904
+12% +$9.01K ﹤0.01% 183
2018
Q2 		$69K Buy
7,248
+3,528
+95% +$32.8K ﹤0.01% 123
2018
Q1 		$33K Hold
3,720
– – ﹤0.01% 102
2017
Q4 		$33K Buy
3,720
+640
+21% +$5.5K ﹤0.01% 82
2017
Q3 		$25K Buy
3,080
+392
+15% +$3.18K ﹤0.01% 78
2017
Q2 		$21K Sell
2,688
-8,464
-76% -$66K ﹤0.01% 77
2017
Q1 		$84K Buy
11,152
+1,840
+20% +$13.6K ﹤0.01% 72
2016
Q4 		$65K Buy
9,312
+4,688
+101% +$32.4K ﹤0.01% 70
2016
Q3 		$32K Buy
4,624
+784
+20% +$5.38K ﹤0.01% 73
2016
Q2 		$25K Buy
3,840
+640
+20% +$4.2K ﹤0.01% 71
2016
Q1 		$21K Buy
+3,200
New +$19.8K ﹤0.01% 73

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

TD Ameritrade Investment Management's SCHG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 1,740 shares — an estimated $33K sold.

TD Ameritrade Investment Management first reported a position in SCHG in Q1 2016 and held it in 30 quarters. The position peaked at $423K in Q1 2021. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,740 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $33K.
  • TD Ameritrade Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2016 and held it in 30 quarters.
  • TD Ameritrade Investment Management's Schwab US Large-Cap Growth ETF position peaked at $423K in Q1 2021.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.