Cambridge Financial Group (Arizona)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cambridge Financial Group (Arizona)’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	$6.05M	Sell	178,929 -16,064	-8%	-$532K	1.91%	8
2026 Q1	$5.68M	Sell	194,993 -75,943	-28%	-$2.36M	1.92%	8
2025 Q4	$7.93M	Buy	270,936 +2,833	+1%	+$92.1K	2.76%	7
2025 Q3	$8.56M	Sell	268,103 -4,648	-2%	-$142K	2.75%	7
2025 Q2	$7.97M	Sell	272,751 -219	-0.1%	-$5.79K	2.99%	7
2025 Q1	$6.83M	Sell	272,970 -1,586	-0.6%	-$43.4K	2.9%	7
2024 Q4	$7.65M	Sell	274,556 -12,584	-4%	-$344K	3.27%	7
2024 Q3	$7.48M	Sell	287,140 -2,272	-0.8%	-$57.2K	3.11%	7
2024 Q2	$7.3M	Sell	289,412 -4,136	-1%	-$97.6K	3.33%	7
2024 Q1	$6.8M	Sell	293,548 -4,688	-2%	-$104K	3.23%	8
2023 Q4	$6.19M	Buy	+298,236	New	+$5.77M	3.23%	8

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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

Cambridge Financial Group (Arizona)'s SCHG Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.2% in Q2 2026, selling an estimated $532K and leaving 178,929 shares worth $6.05M. The position accounts for 1.91% of the portfolio, ranked #8.

Cambridge Financial Group (Arizona) first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.56M in Q3 2025. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cambridge Financial Group (Arizona) held 178,929 shares of Schwab US Large-Cap Growth ETF worth $6.05M as of Q2 2026.
Cambridge Financial Group (Arizona) sold 16,064 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $532K.
Schwab US Large-Cap Growth ETF made up 1.91% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #8 holding.
Cambridge Financial Group (Arizona) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Schwab US Large-Cap Growth ETF position peaked at $8.56M in Q3 2025.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.