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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
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

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

Cambridge Capital Management's SCHG Position: Q1 2026 in Review

Cambridge Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2026, buying an estimated $670K and bringing the position to 191,069 shares worth $5.57M. The position accounts for 2.4% of the portfolio, ranked #12.

Cambridge Capital Management first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cambridge Capital Management held 191,069 shares of Schwab US Large-Cap Growth ETF worth $5.57M as of Q1 2026.
  • Cambridge Capital Management bought 21,539 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $670K.
  • Schwab US Large-Cap Growth ETF made up 2.4% of Cambridge Capital Management's portfolio in Q1 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 10 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cambridge Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.