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 Q2	$132K	Sell	3,906 -1	-0%	-$33	0.05%	170
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

C.M. Bidwell & Associates's SCHG Position: Q2 2026 in Review

C.M. Bidwell & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, selling an estimated $33 and leaving 3,906 shares worth $132K. The position accounts for 0.05% of the portfolio, ranked #170.

C.M. Bidwell & Associates first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

C.M. Bidwell & Associates held 3,906 shares of Schwab US Large-Cap Growth ETF worth $132K as of Q2 2026.
C.M. Bidwell & Associates sold 1 Schwab US Large-Cap Growth ETF share in Q2 2026, an estimated $33.
Schwab US Large-Cap Growth ETF made up 0.05% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #170 holding.
C.M. Bidwell & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.