Cambria Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cambria Investment Management’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	$1.25M	Sell	36,860 -142	-0.4%	-$4.71K	0.06%	273
2026 Q1	$1.08M	Sell	37,002 -2,782	-7%	-$86.5K	0.06%	223
2025 Q4	$1.3M	Buy	+39,784	New	+$1.29M	0.08%	209
2025 Q1	–	Sell	-19,996	Closed	-$557K	–	445
2024 Q4	$557K	Buy	+19,996	New	+$547K	0.03%	207

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Cambria Investment Management's SCHG Position: Q2 2026 in Review

Cambria Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.38% in Q2 2026, selling an estimated $4.71K and leaving 36,860 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #273.

Cambria Investment Management first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cambria Investment Management held 36,860 shares of Schwab US Large-Cap Growth ETF worth $1.25M as of Q2 2026.
Cambria Investment Management sold 142 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.71K.
Schwab US Large-Cap Growth ETF made up 0.06% of Cambria Investment Management's portfolio in Q2 2026, its #273 holding.
Cambria Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
Cambria Investment Management's Schwab US Large-Cap Growth ETF position peaked at $1.3M in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.