Cedar Mountain Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cedar Mountain 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 Q3	$8.91K	Hold	248	–	–	﹤0.01%	488
2026 Q2	$8.39K	Hold	248	–	–	﹤0.01%	541
2026 Q1	$7.22K	Hold	248	–	–	﹤0.01%	543
2025 Q4	$8.09K	Hold	248	–	–	﹤0.01%	266
2025 Q3	$7.91K	Hold	248	–	–	﹤0.01%	282
2025 Q2	$7.24K	Hold	248	–	–	﹤0.01%	235
2025 Q1	$6.21K	Hold	248	–	–	﹤0.01%	233
2024 Q4	$6.91K	Hold	248	–	–	﹤0.01%	229
2024 Q3	$6.46K	Hold	248	–	–	﹤0.01%	225
2024 Q2	$6.25K	Hold	248	–	–	﹤0.01%	215
2024 Q1	$5.75K	Hold	248	–	–	﹤0.01%	219
2023 Q4	$5.14K	Hold	248	–	–	﹤0.01%	217
2023 Q3	$4.51K	Sell	248 -16	-6%	-$301	﹤0.01%	218
2023 Q2	$4.95K	Hold	264	–	–	﹤0.01%	203
2023 Q1	$4.3K	Hold	264	–	–	﹤0.01%	215
2022 Q4	$3.67K	Hold	264	–	–	﹤0.01%	229
2022 Q3	$4K	Hold	264	–	–	﹤0.01%	225
2022 Q2	$4K	Hold	264	–	–	﹤0.01%	233
2022 Q1	$5K	Hold	264	–	–	﹤0.01%	239
2021 Q4	$5K	Sell	264 -16	-6%	-$320	﹤0.01%	238
2021 Q3	$5K	Sell	280 -408	-59%	-$7.77K	﹤0.01%	232
2021 Q2	$13K	Hold	688	–	–	﹤0.01%	148
2021 Q1	$11K	Sell	688 -160	-19%	-$2.6K	﹤0.01%	165
2020 Q4	$14K	Hold	848	–	–	0.01%	151
2020 Q3	$12K	Hold	848	–	–	﹤0.01%	145
2020 Q2	$11K	Sell	848 -184	-18%	-$2.14K	﹤0.01%	144
2020 Q1	$10K	Hold	1,032	–	–	0.01%	124
2019 Q4	$12K	Buy	+1,032	New	+$11.4K	﹤0.01%	134

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Cedar Mountain Advisors's SCHG Position: Q3 2026 in Review

Cedar Mountain Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 248 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Cedar Mountain Advisors first reported a position in SCHG in Q4 2019 and has held it in 28 quarters since. The position peaked at $14K in Q4 2020. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Cedar Mountain Advisors held 248 shares of Schwab US Large-Cap Growth ETF worth $8.91K as of Q3 2026.
Cedar Mountain Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #488 holding.
Cedar Mountain Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Schwab US Large-Cap Growth ETF position peaked at $14K in Q4 2020.
1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.