TPCW
TD Private Client Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20M | Buy |
686,148
+48,998
| +8% | +$1.43M | 0.49% | 39 |
|
|
2025
Q1 | $16M | Buy |
637,150
+175,621
| +38% | +$4.4M | 0.44% | 43 |
|
|
2024
Q4 | $12.9M | Buy |
461,529
+363,397
| +370% | +$10.1M | 0.36% | 50 |
|
|
2024
Q3 | $10.2M | Buy |
98,132
+13,200
| +16% | +$1.38M | 0.29% | 60 |
|
|
2024
Q2 | $8.56M | Buy |
84,932
+12,220
| +17% | +$1.23M | 0.27% | 64 |
|
|
2024
Q1 | $6.74M | Buy |
72,712
+6,229
| +9% | +$578K | 0.22% | 74 |
|
|
2023
Q4 | $5.52M | Buy |
66,483
+9,996
| +18% | +$829K | 0.2% | 88 |
|
|
2023
Q3 | $4.11M | Buy |
56,487
+6,224
| +12% | +$453K | 0.18% | 114 |
|
|
2023
Q2 | $3.77M | Buy |
50,263
+12,936
| +35% | +$970K | 0.16% | 137 |
|
|
2023
Q1 | $2.43M | Buy |
37,327
+6,477
| +21% | +$422K | 0.11% | 188 |
|
|
2022
Q4 | $1.71M | Buy |
30,850
+5,747
| +23% | +$319K | 0.08% | 241 |
|
|
2022
Q3 | $1.4M | Buy |
25,103
+2,730
| +12% | +$152K | 0.07% | 253 |
|
|
2022
Q2 | $1.3M | Buy |
22,373
+3,840
| +21% | +$223K | 0.06% | 279 |
|
|
2022
Q1 | $1.39M | Buy |
18,533
+15,462
| +503% | +$1.16M | 0.06% | 286 |
|
|
2021
Q4 | $503K | Buy |
3,071
+723
| +31% | +$118K | 0.02% | 418 |
|
|
2021
Q3 | $348K | Buy |
2,348
+2,236
| +1,996% | +$331K | 0.01% | 451 |
|
|
2021
Q2 | $16.3K | Sell |
112
-336
| -75% | -$49K | ﹤0.01% | 866 |
|
|
2021
Q1 | $58.1K | Hold |
448
| – | – | ﹤0.01% | 683 |
|
|
2020
Q4 | $57.5K | Hold |
448
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $51.6K | Hold |
448
| – | – | ﹤0.01% | 608 |
|
|
2020
Q2 | $45.5K | Hold |
448
| – | – | ﹤0.01% | 625 |
|
|
2020
Q1 | $35.7K | Hold |
448
| – | – | ﹤0.01% | 624 |
|
|
2019
Q4 | $41.6K | Buy |
+448
| New | +$41.6K | ﹤0.01% | 631 |
|