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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
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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MG
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Caldwell Sutter Capital's SCHG Position: Q1 2026 in Review

Caldwell Sutter Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 20 shares worth $583. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Caldwell Sutter Capital first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $652 in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Caldwell Sutter Capital held 20 shares of Schwab US Large-Cap Growth ETF worth $583 as of Q1 2026.
  • Caldwell Sutter Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #843 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Caldwell Sutter Capital's Schwab US Large-Cap Growth ETF position peaked at $652 in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.