Ted Buchan & Co
SCHG icon

Ted Buchan & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ted Buchan & Co’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
Q3 		$410K Hold
11,415
– – 0.14% 75
2026
Q2 		$386K Buy
11,415
+131
+1% +$4.34K 0.13% 73
2026
Q1 		$329K Sell
11,284
-692
-6% -$21.5K 0.12% 70
2025
Q4 		$391K Hold
11,976
– – 0.14% 68
2025
Q3 		$382K Hold
11,976
– – 0.15% 65
2025
Q2 		$350K Hold
11,976
– – 0.14% 75
2025
Q1 		$300K Hold
11,976
– – 0.14% 78
2024
Q4 		$334K Buy
11,976
+2,600
+28% +$71.1K 0.16% 70
2024
Q3 		$244K Buy
+9,376
New +$236K 0.12% 78

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Ted Buchan & Co's SCHG Position: Q3 2026 in Review

Ted Buchan & Co held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 11,415 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #75.

Ted Buchan & Co first reported a position in SCHG in Q3 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Ted Buchan & Co held 11,415 shares of Schwab US Large-Cap Growth ETF worth $410K as of Q3 2026.
  • Ted Buchan & Co left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Ted Buchan & Co's portfolio in Q3 2026, its #75 holding.
  • Ted Buchan & Co first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.