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AMG National Trust Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

AMG National Trust Bank’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 		$406K Hold
12,000
– – 0.01% 345
2026
Q1 		$350K Sell
12,000
-1,104
-8% -$34.3K 0.01% 409
2025
Q4 		$427K Sell
13,104
-8,341
-39% -$271K 0.01% 364
2025
Q3 		$684K Sell
21,445
-2,241
-9% -$68.3K 0.02% 333
2025
Q2 		$692K Buy
23,686
+10,582
+81% +$280K 0.02% 325
2025
Q1 		$328K Hold
13,104
– – 0.01% 370
2024
Q4 		$365K Hold
13,104
– – 0.01% 370
2024
Q3 		$341K Hold
13,104
– – 0.01% 364
2024
Q2 		$330K Hold
13,104
– – 0.01% 375
2024
Q1 		$304K Hold
13,104
– – 0.01% 371
2023
Q4 		$272K Hold
13,104
– – 0.01% 385
2023
Q3 		$238K Hold
13,104
– – 0.01% 392
2023
Q2 		$246K Hold
13,104
– – 0.01% 400
2023
Q1 		$213K Buy
+13,104
New +$199K 0.01% 431
2022
Q3 		– Sell
-13,224
Closed -$217K – 456
2022
Q2 		$217K Sell
13,224
-8,444
-39% -$135K 0.01% 406
2022
Q1 		$405K Sell
21,668
-4
-0% -$73 0.01% 367
2021
Q4 		$444K Hold
21,672
– – 0.01% 364
2021
Q3 		$401K Sell
21,672
-800
-4% -$15.2K 0.01% 377
2021
Q2 		$410K Sell
22,472
-66,056
-75% -$1.14M 0.01% 372
2021
Q1 		$1.44M Hold
88,528
– – 0.05% 214
2020
Q4 		$1.42M Sell
88,528
-6,992
-7% -$106K 0.05% 208
2020
Q3 		$1.38M Hold
95,520
– – 0.06% 193
2020
Q2 		$1.21M Buy
+95,520
New +$1.11M 0.05% 194

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AMG National Trust Bank's SCHG Position: Q2 2026 in Review

AMG National Trust Bank held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 12,000 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #345.

AMG National Trust Bank first reported a position in SCHG in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q1 2021. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • AMG National Trust Bank held 12,000 shares of Schwab US Large-Cap Growth ETF worth $406K as of Q2 2026.
  • AMG National Trust Bank left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #345 holding.
  • AMG National Trust Bank first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
  • AMG National Trust Bank's Schwab US Large-Cap Growth ETF position peaked at $1.44M in Q1 2021.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.