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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
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

Cambria Investment Management's SCHG Position: Q1 2026 in Review

Cambria Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7% in Q1 2026, selling an estimated $86.5K and leaving 37,002 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #223.

Cambria Investment Management first reported a position in SCHG in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cambria Investment Management held 37,002 shares of Schwab US Large-Cap Growth ETF worth $1.08M as of Q1 2026.
  • Cambria Investment Management sold 2,782 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $86.5K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Cambria Investment Management's portfolio in Q1 2026, its #223 holding.
  • Cambria Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Cambria Investment Management's Schwab US Large-Cap Growth ETF position peaked at $1.3M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.