Canandaigua National Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Canandaigua National Corp’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	$289K	Buy	+9,936	New	+$309K	0.03%	281
2022 Q1	–	Sell	-9,936	Closed	-$203K	–	289
2021 Q4	$203K	Buy	+9,936	New	+$199K	0.03%	278
2021 Q2	–	Sell	-13,488	Closed	-$219K	–	275
2021 Q1	$219K	Buy	+13,488	New	+$219K	0.04%	250

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Canandaigua National Corp's SCHG Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 9,936 shares worth $289K. The stake represents 0.03% of the portfolio and ranks #281 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in SCHG as recently as Q4 2021.

Canandaigua National Corp first reported a position in SCHG in Q1 2021 and has held it in 3 quarters since. 1,621 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Canandaigua National Corp held 9,936 shares of Schwab US Large-Cap Growth ETF worth $289K as of Q1 2026.
Schwab US Large-Cap Growth ETF was a new Canandaigua National Corp position in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Canandaigua National Corp's portfolio in Q1 2026, its #281 holding.
Canandaigua National Corp first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 3 quarters since.
1,621 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.