TIAA Trust, National Association
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TIAA Trust, National Association’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TIAA Trust, National Association’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 		– Sell
-53,913
Closed -$1.76M – 611
2025
Q4 		$1.76M Buy
53,913
+2,185
+4% +$71.1K ﹤0.01% 319
2025
Q3 		$1.65M Buy
51,728
+2
+0% +$61 ﹤0.01% 328
2025
Q2 		$1.51M Sell
51,726
-829
-2% -$21.9K ﹤0.01% 328
2025
Q1 		$1.32M Sell
52,555
-1,104
-2% -$30.2K ﹤0.01% 334
2024
Q4 		$1.5M Buy
53,659
+10,183
+23% +$278K ﹤0.01% 322
2024
Q3 		$1.13M Sell
43,476
-440
-1% -$11.1K ﹤0.01% 347
2024
Q2 		$1.11M Buy
43,916
+4,456
+11% +$105K ﹤0.01% 338
2024
Q1 		$915K Sell
39,460
-332
-0.8% -$7.34K ﹤0.01% 359
2023
Q4 		$825K Sell
39,792
-7,804
-16% -$151K ﹤0.01% 357
2023
Q3 		$865K Buy
+47,596
New +$896K ﹤0.01% 345

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 $113B AUM 34.64% 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 $751B AUM 38.74% 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 $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TIAA Trust, National Association's SCHG Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 53,913 shares — an estimated $1.76M sold.

TIAA Trust, National Association first reported a position in SCHG in Q3 2023 and held it in 10 quarters. The position peaked at $1.76M in Q4 2025. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 53,913 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.76M.
  • TIAA Trust, National Association first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Schwab US Large-Cap Growth ETF position peaked at $1.76M in Q4 2025.
  • 1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.