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 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%	-$2.15K	﹤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

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Cedar Mountain Advisors's SCHG Position: Q2 2026 in Review

Cedar Mountain Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 248 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Cedar Mountain Advisors first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. The position peaked at $14K in Q4 2020. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Cedar Mountain Advisors held 248 shares of Schwab US Large-Cap Growth ETF worth $8.39K as of Q2 2026.
Cedar Mountain Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #541 holding.
Cedar Mountain Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's Schwab US Large-Cap Growth ETF position peaked at $14K in Q4 2020.
347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.