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

Cambridge Capital 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	$6.48M	Buy	191,614 +545	+0.3%	+$18.1K	2.47%	12
2026 Q1	$5.57M	Buy	191,069 +21,539	+13%	+$670K	2.4%	12
2025 Q4	$5.53M	Buy	169,530 +1,430	+0.9%	+$46.5K	2.48%	12
2025 Q3	$5.36M	Sell	168,100 -2,316	-1%	-$70.6K	2.57%	12
2025 Q2	$4.98M	Sell	170,416 -1,314	-0.8%	-$34.7K	2.67%	11
2025 Q1	$4.3M	Buy	171,730 +630	+0.4%	+$17.3K	2.72%	10
2024 Q4	$4.77M	Buy	171,100 +5,984	+4%	+$164K	3.06%	9
2024 Q3	$4.3M	Sell	165,116 -228	-0.1%	-$5.74K	2.83%	8
2024 Q2	$4.17M	Buy	165,344 +4,192	+3%	+$98.9K	3.08%	7
2024 Q1	$3.74M	Buy	161,152 +7,796	+5%	+$172K	2.92%	6
2023 Q4	$3.18M	Buy	+153,356	New	+$2.97M	2.69%	7

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

VIA

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

Cambridge Capital Management's SCHG Position: Q2 2026 in Review

Cambridge Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.29% in Q2 2026, buying an estimated $18.1K and bringing the position to 191,614 shares worth $6.48M. The position accounts for 2.47% of the portfolio, ranked #12.

Cambridge Capital Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cambridge Capital Management held 191,614 shares of Schwab US Large-Cap Growth ETF worth $6.48M as of Q2 2026.
Cambridge Capital Management bought 545 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $18.1K.
Schwab US Large-Cap Growth ETF made up 2.47% of Cambridge Capital Management's portfolio in Q2 2026, its #12 holding.
Cambridge Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cambridge Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.