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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
Q2 		$30.2M Sell
892,451
-17,614
-2% -$584K 0.56% 35
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TD Private Client Wealth's SCHG Position: Q2 2026 in Review

TD Private Client Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q2 2026, selling an estimated $584K and leaving 892,451 shares worth $30.2M. The position accounts for 0.56% of the portfolio, ranked #35.

TD Private Client Wealth first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. 1,667 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • TD Private Client Wealth held 892,451 shares of Schwab US Large-Cap Growth ETF worth $30.2M as of Q2 2026.
  • TD Private Client Wealth sold 17,614 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $584K.
  • Schwab US Large-Cap Growth ETF made up 0.56% of TD Private Client Wealth's portfolio in Q2 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 27 quarters since.
  • 1,667 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.