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

First County 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	$2.21M	Buy	65,198 +3,531	+6%	+$117K	1.04%	24
2026 Q1	$1.8M	Buy	61,667 +2,767	+5%	+$86K	0.96%	28
2025 Q4	$1.92M	Buy	58,900 +3,238	+6%	+$105K	1.01%	24
2025 Q3	$1.78M	Buy	55,662 +3,293	+6%	+$100K	0.91%	29
2025 Q2	$1.53M	Buy	52,369 +11,840	+29%	+$313K	0.82%	35
2025 Q1	$1.01M	Buy	+40,529	New	+$1.11M	0.56%	58

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

First County Bank's SCHG Position: Q2 2026 in Review

First County Bank increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.7% in Q2 2026, buying an estimated $117K and bringing the position to 65,198 shares worth $2.21M. The position accounts for 1.04% of the portfolio, ranked #24.

First County Bank first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

First County Bank held 65,198 shares of Schwab US Large-Cap Growth ETF worth $2.21M as of Q2 2026.
First County Bank bought 3,531 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $117K.
Schwab US Large-Cap Growth ETF made up 1.04% of First County Bank's portfolio in Q2 2026, its #24 holding.
First County Bank first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
400 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.