TFM
SCHG icon

TFC Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TFC Financial Management’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
2025
Q4 		– Sell
-400
Closed -$12.8K – 1043
2025
Q3 		$12.8K Buy
+400
New +$12.2K ﹤0.01% 389
2020
Q4 		– Sell
-200
Closed -$3K – 589
2020
Q3 		$3K Buy
+200
New +$2.79K ﹤0.01% 374

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TFC Financial Management's SCHG Position: Q4 2025 in Review

TFC Financial Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 400 shares — an estimated $12.8K sold.

TFC Financial Management first reported a position in SCHG in Q3 2020 and held it in 2 quarters. The position peaked at $12.8K in Q3 2025. 1,634 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • TFC Financial Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 400 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $12.8K.
  • TFC Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and held it in 2 quarters.
  • TFC Financial Management's Schwab US Large-Cap Growth ETF position peaked at $12.8K in Q3 2025.
  • 1,634 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.