Caldwell Sutter Capital
SCHG icon

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
Q3 		$719 Hold
20
– – ﹤0.01% 898
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

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Caldwell Sutter Capital's SCHG Position: Q3 2026 in Review

Caldwell Sutter Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 20 shares worth $719. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Caldwell Sutter Capital first reported a position in SCHG in Q3 2025 and has held it in 5 quarters since. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Caldwell Sutter Capital held 20 shares of Schwab US Large-Cap Growth ETF worth $719 as of Q3 2026.
  • Caldwell Sutter Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #898 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.