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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
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

Envestnet Asset Management
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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

Cascades Capital Asset Management's SCHG Position: Q1 2026 in Review

Cascades Capital Asset Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 4,114 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #146.

Cascades Capital Asset Management first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $134K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Cascades Capital Asset Management held 4,114 shares of Schwab US Large-Cap Growth ETF worth $120K as of Q1 2026.
  • Cascades Capital Asset Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Cascades Capital Asset Management's portfolio in Q1 2026, its #146 holding.
  • Cascades Capital Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Cascades Capital Asset Management's Schwab US Large-Cap Growth ETF position peaked at $134K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.