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Cambridge Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cambridge Advisors’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 		$8.2M Sell
242,353
-9,177
-4% -$304K 1.41% 18
2026
Q1 		$7.33M Sell
251,530
-2,765
-1% -$86K 1.42% 18
2025
Q4 		$8.3M Sell
254,295
-691
-0.3% -$22.5K 1.58% 16
2025
Q3 		$8.14M Buy
254,986
+1,316
+0.5% +$40.1K 1.59% 15
2025
Q2 		$7.41M Sell
253,670
-1,029
-0.4% -$27.2K 1.55% 16
2025
Q1 		$6.38M Buy
254,699
+1,985
+0.8% +$54.4K 1.4% 18
2024
Q4 		$7.04M Buy
252,714
+1,918
+0.8% +$52.5K 1.57% 15
2024
Q3 		$6.53M Sell
250,796
-4,068
-2% -$102K 1.43% 18
2024
Q2 		$6.43M Sell
254,864
-520
-0.2% -$12.3K 1.49% 17
2024
Q1 		$5.92M Buy
255,384
+1,436
+0.6% +$31.8K 1.4% 18
2023
Q4 		$5.27M Buy
253,948
+2,364
+0.9% +$45.7K 1.32% 18
2023
Q3 		$4.57M Buy
251,584
+7,892
+3% +$149K 1.23% 17
2023
Q2 		$4.57M Buy
243,692
+7,928
+3% +$136K 1.17% 17
2023
Q1 		$3.84M Sell
235,764
-1,024
-0.4% -$15.5K 0.98% 18
2022
Q4 		$3.29M Sell
236,788
-6,552
-3% -$94.2K 0.88% 19
2022
Q3 		$3.4M Sell
243,340
-3,168
-1% -$49.6K 0.97% 19
2022
Q2 		$3.57M Sell
246,508
-3,980
-2% -$63.6K 0.98% 17
2022
Q1 		$4.68M Buy
250,488
+13,136
+6% +$240K 1.12% 17
2021
Q4 		$4.86M Sell
237,352
-1,112
-0.5% -$22.2K 1.1% 17
2021
Q3 		$4.41M Sell
238,464
-3,760
-2% -$71.6K 1.08% 16
2021
Q2 		$4.42M Sell
242,224
-12,296
-5% -$213K 1.07% 16
2021
Q1 		$4.13M Sell
254,520
-9,984
-4% -$162K 1.06% 17
2020
Q4 		$4.25M Sell
264,504
-19,272
-7% -$292K 1.14% 16
2020
Q3 		$4.08M Sell
283,776
-3,216
-1% -$44.8K 1.2% 16
2020
Q2 		$3.64M Sell
286,992
-6,344
-2% -$74K 1.14% 16
2020
Q1 		$2.92M Buy
293,336
+20,568
+8% +$235K 1.06% 17
2019
Q4 		$3.17M Buy
272,768
+3,920
+1% +$43.2K 0.97% 17
2019
Q3 		$2.82M Buy
268,848
+1,776
+0.7% +$18.7K 0.93% 16
2019
Q2 		$2.78M Buy
267,072
+51,176
+24% +$520K 0.92% 18
2019
Q1 		$2.14M Sell
215,896
-17,344
-7% -$164K 0.73% 24
2018
Q4 		$2.01M Sell
233,240
-72
-0% -$671 0.75% 23
2018
Q3 		$2.39M Sell
233,312
-22,600
-9% -$225K 0.81% 23
2018
Q2 		$2.42M Sell
255,912
-2,320
-0.9% -$21.6K 0.86% 22
2018
Q1 		$2.31M Buy
258,232
+41,464
+19% +$382K 0.83% 22
2017
Q4 		$1.92M Sell
216,768
-3,200
-1% -$27.5K 0.69% 27
2017
Q3 		$1.82M Buy
219,968
+2,912
+1% +$23.6K 0.7% 27
2017
Q2 		$1.72M Sell
217,056
-4,760
-2% -$37.1K 0.69% 27
2017
Q1 		$1.68M Buy
221,816
+29,736
+15% +$220K 0.69% 28
2016
Q4 		$1.34M Sell
192,080
-1,944
-1% -$13.4K 0.59% 34
2016
Q3 		$1.35M Buy
194,024
+624
+0.3% +$4.28K 0.6% 38
2016
Q2 		$1.27M Buy
193,400
+5,960
+3% +$39.2K 0.58% 39
2016
Q1 		$1.23M Buy
187,440
+9,112
+5% +$56.5K 0.57% 40
2015
Q4 		$1.18M Buy
178,328
+6,344
+4% +$42.3K 0.67% 37
2015
Q3 		$1.07M Buy
171,984
+36,880
+27% +$245K 0.63% 37
2015
Q2 		$906K Buy
135,104
+6,984
+5% +$47.6K 0.51% 52
2015
Q1 		$863K Buy
128,120
+3,576
+3% +$23.7K 0.5% 55
2014
Q4 		$806K Buy
+124,544
New +$784K 0.49% 58

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Cambridge Advisors's SCHG Position: Q2 2026 in Review

Cambridge Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.6% in Q2 2026, selling an estimated $304K and leaving 242,353 shares worth $8.2M. The position accounts for 1.41% of the portfolio, ranked #18.

Cambridge Advisors first reported a position in SCHG in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.3M in Q4 2025. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cambridge Advisors held 242,353 shares of Schwab US Large-Cap Growth ETF worth $8.2M as of Q2 2026.
  • Cambridge Advisors sold 9,177 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $304K.
  • Schwab US Large-Cap Growth ETF made up 1.41% of Cambridge Advisors's portfolio in Q2 2026, its #18 holding.
  • Cambridge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's Schwab US Large-Cap Growth ETF position peaked at $8.3M in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.