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

Trust Company of Vermont’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	$41.8K	Sell	1,280 -2,083	-62%	-$67.7K	﹤0.01%	599
2025 Q3	$107K	Buy	+3,363	New	+$102K	﹤0.01%	434
2025 Q1	–	Sell	-92	Closed	-$2.56K	–	1086
2024 Q4	$2.56K	Hold	92	–	–	﹤0.01%	938
2024 Q3	$2.4K	Buy	+92	New	+$2.31K	﹤0.01%	940
2020 Q2	–	Sell	-2,536	Closed	-$25K	–	856
2020 Q1	$25K	Buy	+2,536	New	+$28.9K	﹤0.01%	535
2018 Q3	–	Sell	-416	Closed	-$4K	–	1094
2018 Q2	$4K	Sell	416 -48	-10%	-$447	﹤0.01%	980
2018 Q1	$4K	Sell	464 -48	-9%	-$442	﹤0.01%	864
2017 Q4	$5K	Hold	512	–	–	﹤0.01%	844
2017 Q3	$4K	Hold	512	–	–	﹤0.01%	840
2017 Q2	$4K	Sell	512 -72	-12%	-$561	﹤0.01%	859
2017 Q1	$4K	Hold	584	–	–	﹤0.01%	796
2016 Q4	$4K	Hold	584	–	–	﹤0.01%	799
2016 Q3	$4K	Hold	584	–	–	﹤0.01%	756
2016 Q2	$4K	Hold	584	–	–	﹤0.01%	751
2016 Q1	$4K	Hold	584	–	–	﹤0.01%	674
2015 Q4	$4K	Buy	584 +144	+33%	+$961	﹤0.01%	703
2015 Q3	$3K	Buy	+440	New	+$2.93K	﹤0.01%	741

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

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

Trust Company of Vermont's SCHG Position: Q4 2025 in Review

Trust Company of Vermont reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 62% in Q4 2025, selling an estimated $67.7K and leaving 1,280 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Trust Company of Vermont first reported a position in SCHG in Q3 2015 and has held it in 17 quarters since. The position peaked at $107K in Q3 2025. 1,633 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Trust Company of Vermont held 1,280 shares of Schwab US Large-Cap Growth ETF worth $41.8K as of Q4 2025.
Trust Company of Vermont sold 2,083 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $67.7K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #599 holding.
Trust Company of Vermont first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and has held it in 17 quarters since.
Trust Company of Vermont's Schwab US Large-Cap Growth ETF position peaked at $107K in Q3 2025.
1,633 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.