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

Trust Company’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 		$91.3K Buy
2,697
+12
+0.4% +$398 0.01% 237
2026
Q1 		$78.2K Buy
2,685
+1,011
+60% +$31.4K 0.01% 252
2025
Q4 		$54.6K Buy
1,674
+250
+18% +$8.13K 0.01% 279
2025
Q3 		$45.4K Hold
1,424
– – ﹤0.01% 222
2025
Q2 		$41.6K Hold
1,424
– – ﹤0.01% 229
2025
Q1 		$35.7K Hold
1,424
– – ﹤0.01% 246
2024
Q4 		$39.7K Hold
1,424
– – ﹤0.01% 237
2024
Q3 		$37.1K Hold
1,424
– – ﹤0.01% 215
2024
Q2 		$35.9K Buy
+1,424
New +$33.6K ﹤0.01% 208

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trust Company's SCHG Position: Q2 2026 in Review

Trust Company increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.45% in Q2 2026, buying an estimated $398 and bringing the position to 2,697 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #237.

Trust Company first reported a position in SCHG in Q2 2024 and has held it in 9 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Trust Company held 2,697 shares of Schwab US Large-Cap Growth ETF worth $91.3K as of Q2 2026.
  • Trust Company bought 12 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $398.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Trust Company's portfolio in Q2 2026, its #237 holding.
  • Trust Company first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.