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

TD Capital 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
2026
Q1 		$143K Buy
4,923
+7
+0.1% +$218 0.01% 155
2025
Q4 		$160K Buy
4,916
+4
+0.1% +$130 0.01% 141
2025
Q3 		$157K Buy
4,912
+5
+0.1% +$152 0.01% 139
2025
Q2 		$143K Buy
4,907
+5
+0.1% +$132 0.01% 141
2025
Q1 		$123K Buy
4,902
+5
+0.1% +$137 0.01% 138
2024
Q4 		$136K Buy
4,897
+5
+0.1% +$137 0.01% 134
2024
Q3 		$127K Buy
4,892
+12
+0.2% +$302 0.01% 137
2024
Q2 		$123K Hold
4,880
– – 0.01% 132
2024
Q1 		$113K Buy
4,880
+4
+0.1% +$88 0.01% 141
2023
Q4 		$101K Sell
4,876
-412
-8% -$7.97K 0.01% 140
2023
Q3 		$96.2K Buy
5,288
+2,308
+77% +$43.4K 0.01% 133
2023
Q2 		$55.8K Buy
2,980
+4
+0.1% +$69 0.01% 167
2023
Q1 		$48.5K Buy
2,976
+4
+0.1% +$61 0.01% 175
2022
Q4 		$41.3K Sell
2,972
-1,096
-27% -$15.8K 0.01% 177
2022
Q3 		$57K Buy
+4,068
New +$63.7K 0.01% 153
2022
Q1 		– Sell
-4,056
Closed -$83K – 295
2021
Q4 		$83K Buy
4,056
+8
+0.2% +$160 0.01% 138
2021
Q3 		$75K Hold
4,048
– – 0.01% 134
2021
Q2 		$74K Buy
4,048
+424
+12% +$7.34K 0.01% 127
2021
Q1 		$59K Buy
3,624
+2,528
+231% +$41.1K 0.01% 129
2020
Q4 		$18K Buy
1,096
+8
+0.7% +$121 ﹤0.01% 173
2020
Q3 		$16K Hold
1,088
– – ﹤0.01% 160
2020
Q2 		$14K Buy
+1,088
New +$12.7K ﹤0.01% 154

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

TD Capital Management's SCHG Position: Q1 2026 in Review

TD Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.14% in Q1 2026, buying an estimated $218 and bringing the position to 4,923 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #155.

TD Capital Management first reported a position in SCHG in Q2 2020 and has held it in 22 quarters since. The position peaked at $160K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • TD Capital Management held 4,923 shares of Schwab US Large-Cap Growth ETF worth $143K as of Q1 2026.
  • TD Capital Management bought 7 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $218.
  • Schwab US Large-Cap Growth ETF made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #155 holding.
  • TD Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 22 quarters since.
  • TD Capital Management's Schwab US Large-Cap Growth ETF position peaked at $160K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.