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

Cambridge Investment Research 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 		$101M Buy
2,980,464
+83,519
+3% +$2.77M 0.23% 77
2026
Q1 		$84.4M Sell
2,896,945
-336,062
-10% -$10.4M 0.22% 82
2025
Q4 		$105M Sell
3,233,007
-50,423
-2% -$1.64M 0.28% 55
2025
Q3 		$105M Buy
3,283,430
+242,169
+8% +$7.38M 0.29% 51
2025
Q2 		$88.8M Sell
3,041,261
-591,277
-16% -$15.6M 0.27% 56
2025
Q1 		$91M Buy
3,632,538
+661,205
+22% +$18.1M 0.31% 53
2024
Q4 		$82.8M Buy
2,971,333
+451,721
+18% +$12.4M 0.28% 60
2024
Q3 		$65.6M Buy
2,519,612
+192,524
+8% +$4.84M 0.22% 80
2024
Q2 		$58.7M Buy
2,327,088
+169,336
+8% +$3.99M 0.22% 85
2024
Q1 		$50M Buy
2,157,752
+289,712
+16% +$6.41M 0.19% 93
2023
Q4 		$38.7M Sell
1,868,040
-19,884
-1% -$385K 0.17% 112
2023
Q3 		$34.3M Buy
1,887,924
+252,872
+15% +$4.76M 0.16% 118
2023
Q2 		$30.6M Buy
1,635,052
+215,148
+15% +$3.69M 0.14% 144
2023
Q1 		$23.1M Sell
1,419,904
-151,132
-10% -$2.29M 0.11% 188
2022
Q4 		$21.8M Sell
1,571,036
-688,800
-30% -$9.9M 0.11% 181
2022
Q3 		$31.5M Buy
2,259,836
+82,048
+4% +$1.29M 0.18% 106
2022
Q2 		$31.6M Buy
2,177,788
+572,740
+36% +$9.16M 0.17% 116
2022
Q1 		$30M Buy
1,605,048
+88,600
+6% +$1.62M 0.14% 152
2021
Q4 		$31M Sell
1,516,448
-190,896
-11% -$3.82M 0.14% 151
2021
Q3 		$31.6M Buy
1,707,344
+197,536
+13% +$3.76M 0.16% 129
2021
Q2 		$27.5M Buy
1,509,808
+99,624
+7% +$1.72M 0.13% 161
2021
Q1 		$22.9M Sell
1,410,184
-149,328
-10% -$2.43M 0.12% 170
2020
Q4 		$25M Buy
1,559,512
+105,048
+7% +$1.59M 0.15% 140
2020
Q3 		$20.9M Sell
1,454,464
-1,331,480
-48% -$18.6M 0.14% 158
2020
Q2 		$35.4M Buy
2,785,944
+989,096
+55% +$11.5M 0.27% 72
2020
Q1 		$17.9M Sell
1,796,848
-351,080
-16% -$4.01M 0.17% 127
2019
Q4 		$24.9M Buy
2,147,928
+211,760
+11% +$2.33M 0.19% 110
2019
Q3 		$20.3M Buy
1,936,168
+88,864
+5% +$937K 0.18% 116
2019
Q2 		$19.2M Buy
1,847,304
+355,224
+24% +$3.61M 0.18% 122
2019
Q1 		$14.8M Sell
1,492,080
-872,792
-37% -$8.25M 0.14% 149
2018
Q4 		$20.4M Buy
2,364,872
+447,944
+23% +$4.17M 0.23% 98
2018
Q3 		$19.7M Buy
1,916,928
+307,568
+19% +$3.06M 0.19% 117
2018
Q2 		$15.2M Buy
1,609,360
+145,464
+10% +$1.35M 0.16% 133
2018
Q1 		$13.1M Buy
1,463,896
+130,776
+10% +$1.21M 0.15% 137
2017
Q4 		$11.8M Buy
1,333,120
+653,072
+96% +$5.61M 0.14% 149
2017
Q3 		$5.62M Buy
680,048
+239,848
+54% +$1.95M 0.08% 256
2017
Q2 		$3.48M Buy
440,200
+70,616
+19% +$550K 0.05% 339
2017
Q1 		$2.79M Buy
369,584
+89,288
+32% +$660K 0.05% 354
2016
Q4 		$1.96M Buy
280,296
+40,080
+17% +$277K 0.04% 444
2016
Q3 		$1.67M Buy
240,216
+40,472
+20% +$278K 0.03% 483
2016
Q2 		$1.31M Buy
199,744
+34,320
+21% +$225K 0.03% 492
2016
Q1 		$1.08M Sell
165,424
-294,112
-64% -$1.82M 0.02% 536
2015
Q4 		$3.04M Buy
459,536
+384,120
+509% +$2.56M 0.07% 261
2015
Q3 		$471K Buy
75,416
+1,808
+2% +$12K 0.01% 783
2015
Q2 		$494K Buy
73,608
+14,752
+25% +$101K 0.01% 812
2015
Q1 		$396K Sell
58,856
-202,968
-78% -$1.35M 0.01% 916
2014
Q4 		$1.7M Buy
261,824
+194,408
+288% +$1.22M 0.05% 325
2014
Q3 		$414K Buy
67,416
+28,760
+74% +$177K 0.01% 919
2014
Q2 		$234K Buy
+38,656
New +$226K 0.01% 1125

Other funds holding SCHG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Cambridge Investment Research Advisors's SCHG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.9% in Q2 2026, buying an estimated $2.77M and bringing the position to 2,980,464 shares worth $101M. The position accounts for 0.23% of the portfolio, ranked #77.

Cambridge Investment Research Advisors first reported a position in SCHG in Q2 2014 and has held it in 49 quarters since. The position peaked at $105M in Q4 2025. 689 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,980,464 shares of Schwab US Large-Cap Growth ETF worth $101M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 83,519 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.77M.
  • Schwab US Large-Cap Growth ETF made up 0.23% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #77 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's Schwab US Large-Cap Growth ETF position peaked at $105M in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.