Crestwood Advisors Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crestwood Advisors Group’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	$268K	Hold	7,916	–	–	﹤0.01%	727
2026 Q1	$231K	Hold	7,916	–	–	﹤0.01%	684
2025 Q4	$258K	Buy	7,916 +764	+11%	+$24.8K	﹤0.01%	571
2025 Q3	$228K	Buy	7,152 +146	+2%	+$4.45K	﹤0.01%	525
2025 Q2	$205K	Buy	+7,006	New	+$185K	﹤0.01%	514
2025 Q1	–	Sell	-7,196	Closed	-$201K	–	511
2024 Q4	$201K	Buy	+7,196	New	+$197K	﹤0.01%	448

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

Crestwood Advisors Group's SCHG Position: Q2 2026 in Review

Crestwood Advisors Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,916 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Crestwood Advisors Group first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Crestwood Advisors Group held 7,916 shares of Schwab US Large-Cap Growth ETF worth $268K as of Q2 2026.
Crestwood Advisors Group 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 Crestwood Advisors Group's portfolio in Q2 2026, its #727 holding.
Crestwood Advisors Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.