Truist Financial
SCHG icon

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

Truist Financial’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 		$92.6M Sell
3,177,852
-58,147
-2% -$1.81M 0.12% 161
2025
Q4 		$106M Buy
3,235,999
+20,900
+0.7% +$680K 0.14% 143
2025
Q3 		$103M Buy
3,215,099
+135,969
+4% +$4.14M 0.14% 149
2025
Q2 		$89.9M Sell
3,079,130
-136,288
-4% -$3.6M 0.13% 151
2025
Q1 		$80.5M Buy
3,215,418
+208,626
+7% +$5.71M 0.13% 160
2024
Q4 		$83.8M Buy
3,006,792
+125,780
+4% +$3.44M 0.13% 148
2024
Q3 		$75M Buy
2,881,012
+54,908
+2% +$1.38M 0.12% 169
2024
Q2 		$71.2M Buy
2,826,104
+174,836
+7% +$4.12M 0.11% 183
2024
Q1 		$61.5M Buy
2,651,268
+106,656
+4% +$2.36M 0.09% 203
2023
Q4 		$52.8M Sell
2,544,612
-81,620
-3% -$1.58M 0.08% 221
2023
Q3 		$47.7M Sell
2,626,232
-119,992
-4% -$2.26M 0.08% 226
2023
Q2 		$51.5M Buy
2,746,224
+140,524
+5% +$2.41M 0.09% 217
2023
Q1 		$42.5M Buy
2,605,700
+281,172
+12% +$4.27M 0.07% 241
2022
Q4 		$32.3M Sell
2,324,528
-51,800
-2% -$745K 0.06% 294
2022
Q3 		$33.2M Sell
2,376,328
-40,092
-2% -$628K 0.06% 266
2022
Q2 		$35M Sell
2,416,420
-25,428
-1% -$406K 0.06% 268
2022
Q1 		$45.7M Sell
2,441,848
-18,280
-0.7% -$333K 0.07% 250
2021
Q4 		$50.4M Sell
2,460,128
-328,352
-12% -$6.56M 0.08% 244
2021
Q3 		$51.6M Sell
2,788,480
-1,111,360
-28% -$21.2M 0.08% 222
2021
Q2 		$71.2M Sell
3,899,840
-127,472
-3% -$2.21M 0.12% 183
2021
Q1 		$65.3M Sell
4,027,312
-181,192
-4% -$2.95M 0.11% 189
2020
Q4 		$67.6M Sell
4,208,504
-203,328
-5% -$3.08M 0.13% 171
2020
Q3 		$63.5M Sell
4,411,832
-573,080
-11% -$7.99M 0.14% 163
2020
Q2 		$63.3M Sell
4,984,912
-185,520
-4% -$2.16M 0.14% 161
2020
Q1 		$51.5M Buy
5,170,432
+84,976
+2% +$969K 0.14% 163
2019
Q4 		$59.1M Buy
+5,085,456
New +$56M 0.12% 184

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

Truist Financial's SCHG Position: Q1 2026 in Review

Truist Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q1 2026, selling an estimated $1.81M and leaving 3,177,852 shares worth $92.6M. The position accounts for 0.12% of the portfolio, ranked #161.

Truist Financial first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. The position peaked at $106M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Truist Financial held 3,177,852 shares of Schwab US Large-Cap Growth ETF worth $92.6M as of Q1 2026.
  • Truist Financial sold 58,147 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.81M.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Truist Financial's portfolio in Q1 2026, its #161 holding.
  • Truist Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Schwab US Large-Cap Growth ETF position peaked at $106M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.