Towercrest Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Towercrest Capital 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
2026 Q1	$2.97M	Sell	102,118 -53	-0.1%	-$1.65K	0.46%	35
2025 Q4	$3.33M	Sell	102,171 -23	-0%	-$748	0.53%	35
2025 Q3	$3.26M	Sell	102,194 -38	-0%	-$1.16K	0.52%	38
2025 Q2	$2.99M	Hold	102,232	–	–	0.53%	37
2025 Q1	$2.56M	Hold	102,232	–	–	0.49%	36
2024 Q4	$2.85M	Hold	102,232	–	–	0.46%	38
2024 Q3	$2.66M	Buy	102,232 +824	+0.8%	+$20.7K	0.43%	38
2024 Q2	$2.56M	Hold	101,408	–	–	0.42%	38
2024 Q1	$2.35M	Hold	101,408	–	–	0.4%	40
2023 Q4	$2.1M	Sell	101,408 -912	-0.9%	-$17.6K	0.38%	41
2023 Q3	$1.86M	Sell	102,320 -112	-0.1%	-$2.11K	0.36%	44
2023 Q2	$1.92M	Sell	102,432 -532	-0.5%	-$9.12K	0.36%	44
2023 Q1	$1.68M	Sell	102,964 -804	-0.8%	-$12.2K	0.35%	43
2022 Q4	$1.44M	Sell	103,768 -928	-0.9%	-$13.3K	0.32%	44
2022 Q3	$1.46M	Sell	104,696 -556	-0.5%	-$8.71K	0.34%	44
2022 Q2	$1.53M	Sell	105,252 -708	-0.7%	-$11.3K	0.34%	43
2022 Q1	$1.98M	Sell	105,960 -8	-0%	-$146	0.39%	42
2021 Q4	$2.17M	Sell	105,968 -1,304	-1%	-$26.1K	0.4%	42
2021 Q3	$1.99M	Sell	107,272 -200	-0.2%	-$3.81K	0.38%	44
2021 Q2	$1.96M	Hold	107,472	–	–	0.38%	42
2021 Q1	$1.74M	Sell	107,472 -240	-0.2%	-$3.9K	0.37%	40
2020 Q4	$1.73M	Buy	107,712 +15,040	+16%	+$228K	0.39%	40
2020 Q3	$1.33M	Sell	92,672 -9,832	-10%	-$137K	0.33%	43
2020 Q2	$1.3M	Sell	102,504 -424	-0.4%	-$4.94K	0.34%	43
2020 Q1	$1.02M	Sell	102,928 -248	-0.2%	-$2.83K	0.31%	44
2019 Q4	$1.2M	Sell	103,176 -320	-0.3%	-$3.53K	0.31%	44
2019 Q3	$1.09M	Hold	103,496	–	–	0.3%	43
2019 Q2	$1.08M	Hold	103,496	–	–	0.3%	41
2019 Q1	$1.03M	Sell	103,496 -7,488	-7%	-$70.8K	0.3%	43
2018 Q4	$956K	Sell	110,984 -22,080	-17%	-$206K	0.31%	43
2018 Q3	$1.36M	Sell	133,064 -72,248	-35%	-$720K	0.4%	45
2018 Q2	$1.95M	Buy	+205,312	New	+$1.91M	0.61%	39

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Towercrest Capital Management's SCHG Position: Q1 2026 in Review

Towercrest Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.05% in Q1 2026, selling an estimated $1.65K and leaving 102,118 shares worth $2.97M. The position accounts for 0.46% of the portfolio, ranked #35.

Towercrest Capital Management first reported a position in SCHG in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.33M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Towercrest Capital Management held 102,118 shares of Schwab US Large-Cap Growth ETF worth $2.97M as of Q1 2026.
Towercrest Capital Management sold 53 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.65K.
Schwab US Large-Cap Growth ETF made up 0.46% of Towercrest Capital Management's portfolio in Q1 2026, its #35 holding.
Towercrest Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 32 quarters since.
Towercrest Capital Management's Schwab US Large-Cap Growth ETF position peaked at $3.33M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.