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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Ted Buchan & Co's SCHG Position: Q1 2026 in Review

Ted Buchan & Co reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.8% in Q1 2026, selling an estimated $21.5K and leaving 11,284 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #70.

Ted Buchan & Co first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $391K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ted Buchan & Co held 11,284 shares of Schwab US Large-Cap Growth ETF worth $329K as of Q1 2026.
  • Ted Buchan & Co sold 692 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $21.5K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Ted Buchan & Co's portfolio in Q1 2026, its #70 holding.
  • Ted Buchan & Co first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Ted Buchan & Co's Schwab US Large-Cap Growth ETF position peaked at $391K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.