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Caldwell Sutter Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Caldwell Sutter Capital’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 		$677 Hold
20
– – ﹤0.01% 878
2026
Q1 		$583 Hold
20
– – ﹤0.01% 843
2025
Q4 		$652 Hold
20
– – ﹤0.01% 832
2025
Q3 		$638 Buy
+20
New +$610 ﹤0.01% 821

Other funds holding SCHG

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caldwell Sutter Capital's SCHG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 20 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Caldwell Sutter Capital first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Caldwell Sutter Capital held 20 shares of Schwab US Large-Cap Growth ETF worth $677 as of Q2 2026.
  • Caldwell Sutter Capital 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 Caldwell Sutter Capital's portfolio in Q2 2026, its #878 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.