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Schwab U S Large Cap Growth ETF shares owned by Td Private Client Wealth

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Td Private Client Wealth from 13F filings

Historical chart of Td Private Client Wealth investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Td Private Client Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 98k 104.18
2024-06-30 $8.6M 85k 100.84
2024-03-31 $6.7M 73k 92.72
2023-12-31 $5.5M 67k 82.96
2023-09-30 $4.1M 57k 72.72
2023-06-30 $3.8M 50k 74.95
2023-03-31 $2.4M 37k 65.17
2022-12-31 $1.7M 31k 55.56
2022-09-30 $1.4M 25k 55.81
2022-06-30 $1.3M 22k 57.99
2022-03-31 $1.4M 19k 74.82
2021-12-31 $503k 3.1k 163.75
2021-09-30 $348k 2.3k 148.09
2021-06-30 $16k 112 145.96
2021-03-31 $58k 448 129.78
2020-12-31 $58k 448 128.41
2020-09-30 $52k 448 115.17
2020-06-30 $46k 448 101.54
2020-03-31 $36k 448 79.65
2019-12-31 $42k 448 92.91

More positions owned by Td Private Client Wealth

Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Microsoft Corp Common Stock (MSFT)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)
Ishares Tr 20 Yr Treas Bd Etf Exchange Traded Fund (TLT)

View all positions for Td Private Client Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF