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

First Citizens 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
Q3 		$473K Buy
+13,160
New +$461K 0.01% 532
2024
Q1 		– Sell
-10,588
Closed -$220K – 452
2023
Q4 		$220K Buy
+10,588
New +$205K ﹤0.01% 336

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MAM
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BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

First Citizens Bank & Trust's SCHG Position: Q3 2026 in Review

First Citizens Bank & Trust opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 13,160 shares worth $473K. The stake represents 0.01% of the portfolio and ranks #532 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in SCHG as recently as Q4 2023.

First Citizens Bank & Trust first reported a position in SCHG in Q4 2023 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • First Citizens Bank & Trust held 13,160 shares of Schwab US Large-Cap Growth ETF worth $473K as of Q3 2026.
  • Schwab US Large-Cap Growth ETF was a new First Citizens Bank & Trust position in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #532 holding.
  • First Citizens Bank & Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.