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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
Q3 		$152K Buy
4,219
+1,522
+56% +$53.4K 0.01% 205
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

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Trust Company's SCHG Position: Q3 2026 in Review

Trust Company increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 56% in Q3 2026, buying an estimated $53.4K and bringing the position to 4,219 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #205.

Trust Company first reported a position in SCHG in Q2 2024 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Trust Company held 4,219 shares of Schwab US Large-Cap Growth ETF worth $152K as of Q3 2026.
  • Trust Company bought 1,522 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $53.4K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #205 holding.
  • Trust Company first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • 176 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.