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Trust Company of Toledo’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Trust Company of Toledo’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
Q2 		$423K Hold
12,492
– – 0.04% 247
2026
Q1 		$364K Buy
12,492
+492
+4% +$15.3K 0.03% 246
2025
Q4 		$391K Hold
12,000
– – 0.04% 228
2025
Q3 		$383K Buy
12,000
+800
+7% +$24.4K 0.04% 228
2025
Q2 		$327K Buy
+11,200
New +$296K 0.04% 230

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Trust Company of Toledo's SCHG Position: Q2 2026 in Review

Trust Company of Toledo held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 12,492 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #247.

Trust Company of Toledo first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 930 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Trust Company of Toledo held 12,492 shares of Schwab US Large-Cap Growth ETF worth $423K as of Q2 2026.
  • Trust Company of Toledo left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Trust Company of Toledo's portfolio in Q2 2026, its #247 holding.
  • Trust Company of Toledo first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 930 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.