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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ted Buchan & Co's SCHG Position: Q2 2026 in Review

Ted Buchan & Co increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2026, buying an estimated $4.34K and bringing the position to 11,415 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #73.

Ted Buchan & Co first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $391K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ted Buchan & Co held 11,415 shares of Schwab US Large-Cap Growth ETF worth $386K as of Q2 2026.
Ted Buchan & Co bought 131 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.34K.
Schwab US Large-Cap Growth ETF made up 0.13% of Ted Buchan & Co's portfolio in Q2 2026, its #73 holding.
Ted Buchan & Co first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Ted Buchan & Co's Schwab US Large-Cap Growth ETF position peaked at $391K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.