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Bridges Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bridges Investment Management’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 		$415K Buy
12,253
+1,168
+11% +$38.7K 0.01% 328
2026
Q1 		$323K Buy
+11,085
New +$345K ﹤0.01% 329
2025
Q4 		– Sell
-30,364
Closed -$969K – 430
2025
Q3 		$969K Buy
+30,364
New +$925K 0.01% 245

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Bridges Investment Management's SCHG Position: Q2 2026 in Review

Bridges Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $38.7K and bringing the position to 12,253 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #328.

Bridges Investment Management first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $969K in Q3 2025. 1,351 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Bridges Investment Management held 12,253 shares of Schwab US Large-Cap Growth ETF worth $415K as of Q2 2026.
  • Bridges Investment Management bought 1,168 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $38.7K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #328 holding.
  • Bridges Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Bridges Investment Management's Schwab US Large-Cap Growth ETF position peaked at $969K in Q3 2025.
  • 1,351 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.