TD Private Client Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TD Private Client Wealth’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	$26.5M	Buy	910,065 +65,326	+8%	+$2.03M	0.55%	35
2025 Q4	$27.6M	Buy	844,739 +141,394	+20%	+$4.6M	0.59%	36
2025 Q3	$22.4M	Buy	703,345 +17,197	+3%	+$524K	0.51%	38
2025 Q2	$20M	Buy	686,148 +48,998	+8%	+$1.3M	0.49%	39
2025 Q1	$16M	Buy	637,150 +175,621	+38%	+$4.81M	0.44%	43
2024 Q4	$12.9M	Buy	461,529 +69,001	+18%	+$1.89M	0.36%	50
2024 Q3	$10.2M	Buy	392,528 +52,800	+16%	+$1.33M	0.29%	60
2024 Q2	$8.56M	Buy	339,728 +48,880	+17%	+$1.15M	0.27%	64
2024 Q1	$6.74M	Buy	290,848 +24,916	+9%	+$551K	0.22%	74
2023 Q4	$5.52M	Buy	265,932 +39,984	+18%	+$773K	0.2%	88
2023 Q3	$4.11M	Buy	225,948 +24,896	+12%	+$469K	0.18%	114
2023 Q2	$3.77M	Buy	201,052 +51,744	+35%	+$887K	0.16%	137
2023 Q1	$2.43M	Buy	149,308 +25,908	+21%	+$393K	0.11%	188
2022 Q4	$1.71M	Buy	123,400 +22,988	+23%	+$330K	0.08%	241
2022 Q3	$1.4M	Buy	100,412 +10,920	+12%	+$171K	0.07%	253
2022 Q2	$1.3M	Buy	89,492 +15,360	+21%	+$246K	0.06%	279
2022 Q1	$1.39M	Buy	74,132 +49,564	+202%	+$904K	0.06%	286
2021 Q4	$503K	Buy	24,568 +5,784	+31%	+$116K	0.02%	418
2021 Q3	$348K	Buy	18,784 +17,888	+1,996%	+$341K	0.01%	451
2021 Q2	$16.3K	Sell	896 -2,688	-75%	-$46.5K	﹤0.01%	866
2021 Q1	$58.1K	Hold	3,584	–	–	﹤0.01%	683
2020 Q4	$57.5K	Hold	3,584	–	–	﹤0.01%	640
2020 Q3	$51.6K	Hold	3,584	–	–	﹤0.01%	608
2020 Q2	$45.5K	Hold	3,584	–	–	﹤0.01%	625
2020 Q1	$35.7K	Hold	3,584	–	–	﹤0.01%	624
2019 Q4	$41.6K	Buy	+3,584	New	+$39.5K	﹤0.01%	631

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Private Client Wealth's SCHG Position: Q1 2026 in Review

TD Private Client Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.7% in Q1 2026, buying an estimated $2.03M and bringing the position to 910,065 shares worth $26.5M. The position accounts for 0.55% of the portfolio, ranked #35.

TD Private Client Wealth first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $27.6M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

TD Private Client Wealth held 910,065 shares of Schwab US Large-Cap Growth ETF worth $26.5M as of Q1 2026.
TD Private Client Wealth bought 65,326 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.03M.
Schwab US Large-Cap Growth ETF made up 0.55% of TD Private Client Wealth's portfolio in Q1 2026, its #35 holding.
TD Private Client Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
TD Private Client Wealth's Schwab US Large-Cap Growth ETF position peaked at $27.6M 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 Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.