Emprise Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Emprise Bank’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	$278K	Hold	8,227	–	–	0.1%	88
2026 Q1	$240K	Hold	8,227	–	–	0.1%	92
2025 Q4	$268K	Hold	8,227	–	–	0.11%	87
2025 Q3	$263K	Sell	8,227 -602	-7%	-$18.3K	0.11%	89
2025 Q2	$258K	Hold	8,829	–	–	0.12%	86
2025 Q1	$221K	Sell	8,829 -10,931	-55%	-$299K	0.12%	92
2024 Q4	$551K	Sell	19,760 -4,200	-18%	-$115K	0.31%	61
2024 Q3	$624K	Hold	23,960	–	–	0.36%	58
2024 Q2	$604K	Hold	23,960	–	–	0.37%	59
2024 Q1	$555K	Buy	+23,960	New	+$530K	0.37%	65

Other funds holding SCHG

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Emprise Bank's SCHG Position: Q2 2026 in Review

Emprise Bank held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 8,227 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #88.

Emprise Bank first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $624K in Q3 2024. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Emprise Bank held 8,227 shares of Schwab US Large-Cap Growth ETF worth $278K as of Q2 2026.
Emprise Bank left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.1% of Emprise Bank's portfolio in Q2 2026, its #88 holding.
Emprise Bank first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Emprise Bank's Schwab US Large-Cap Growth ETF position peaked at $624K in Q3 2024.
883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.