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Crews Bank & Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crews Bank & Trust’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 		$26.2K Hold
774
– – ﹤0.01% 460
2026
Q1 		$22.5K Hold
774
– – ﹤0.01% 458
2025
Q4 		$25.2K Hold
774
– – ﹤0.01% 438
2025
Q3 		$24.7K Buy
+774
New +$23.6K ﹤0.01% 442

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crews Bank & Trust's SCHG Position: Q2 2026 in Review

Crews Bank & Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 774 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Crews Bank & Trust first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Crews Bank & Trust held 774 shares of Schwab US Large-Cap Growth ETF worth $26.2K as of Q2 2026.
  • Crews Bank & Trust 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 Crews Bank & Trust's portfolio in Q2 2026, its #460 holding.
  • Crews Bank & Trust first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.