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Farmers & Merchants Investments Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Farmers & Merchants Investments Inc’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 		$721K Hold
21,304
– – 0.02% 230
2026
Q1 		$621K Hold
21,304
– – 0.02% 229
2025
Q4 		$695K Hold
21,304
– – 0.02% 218
2025
Q3 		$680K Hold
21,304
– – 0.02% 220
2025
Q2 		$622K Hold
21,304
– – 0.02% 228
2025
Q1 		$533K Hold
21,304
– – 0.02% 231
2024
Q4 		$594K Hold
21,304
– – 0.02% 229
2024
Q3 		$555K Hold
21,304
– – 0.02% 232
2024
Q2 		$537K Hold
21,304
– – 0.02% 229
2024
Q1 		$494K Hold
21,304
– – 0.02% 228
2023
Q4 		$442K Hold
21,304
– – 0.02% 239
2023
Q3 		$387K Hold
21,304
– – 0.02% 240
2023
Q2 		$399K Hold
21,304
– – 0.02% 240
2023
Q1 		$347K Hold
21,304
– – 0.01% 247
2022
Q4 		$296K Hold
21,304
– – 0.01% 262
2022
Q3 		$297K Buy
21,304
+17,816
+511% +$279K 0.01% 264
2022
Q2 		$51K Buy
+3,488
New +$55.8K ﹤0.01% 413

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Farmers & Merchants Investments Inc's SCHG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 21,304 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #230.

Farmers & Merchants Investments Inc first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. 1,255 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Farmers & Merchants Investments Inc held 21,304 shares of Schwab US Large-Cap Growth ETF worth $721K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #230 holding.
  • Farmers & Merchants Investments Inc first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.