C.M. Bidwell & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

C.M. Bidwell & Associates’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 Q1	$114K	Sell	3,907 -5	-0.1%	-$155	0.05%	173
2025 Q4	$128K	Buy	3,912 +2	+0.1%	+$65	0.06%	166
2025 Q3	$125K	Sell	3,910 -1	-0%	-$30	0.06%	163
2025 Q2	$114K	Sell	3,911 -1	-0%	-$26	0.06%	165
2025 Q1	$98K	Buy	3,912 +830	+27%	+$22.7K	0.06%	165
2024 Q4	$85.9K	Buy	3,082 +6	+0.2%	+$164	0.05%	180
2024 Q3	$80.1K	Hold	3,076	–	–	0.05%	190
2024 Q2	$77.5K	Buy	3,076 +872	+40%	+$20.6K	0.05%	202
2024 Q1	$51.1K	Buy	+2,204	New	+$48.7K	0.03%	225

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

C.M. Bidwell & Associates's SCHG Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.13% in Q1 2026, selling an estimated $155 and leaving 3,907 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #173.

C.M. Bidwell & Associates first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $128K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

C.M. Bidwell & Associates held 3,907 shares of Schwab US Large-Cap Growth ETF worth $114K as of Q1 2026.
C.M. Bidwell & Associates sold 5 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $155.
Schwab US Large-Cap Growth ETF made up 0.05% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #173 holding.
C.M. Bidwell & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
C.M. Bidwell & Associates's Schwab US Large-Cap Growth ETF position peaked at $128K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.