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

Cascades Capital Asset 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	–	Sell	-4,114	Closed	-$120K	–	174
2026 Q1	$120K	Hold	4,114	–	–	0.05%	146
2025 Q4	$134K	Hold	4,114	–	–	0.06%	143
2025 Q3	$131K	Hold	4,114	–	–	0.06%	140
2025 Q2	$120K	Hold	4,114	–	–	0.06%	133
2025 Q1	$103K	Buy	+4,114	New	+$113K	0.06%	141

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

Cascades Capital Asset Management's SCHG Position: Q2 2026 in Review

Cascades Capital Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 4,114 shares — an estimated $120K sold.

Cascades Capital Asset Management first reported a position in SCHG in Q1 2025 and held it in 5 quarters. The position peaked at $134K in Q4 2025. 1,672 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cascades Capital Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Cascades Capital Asset Management sold 4,114 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $120K.
Cascades Capital Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 5 quarters.
Cascades Capital Asset Management's Schwab US Large-Cap Growth ETF position peaked at $134K in Q4 2025.
1,672 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.