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 Q3	$2.65M	Buy	73,678 +8,480	+13%	+$297K	1.22%	20
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

First County Bank's SCHG Position: Q3 2026 in Review

First County Bank increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q3 2026, buying an estimated $297K and bringing the position to 73,678 shares worth $2.65M. The position accounts for 1.22% of the portfolio, ranked #20.

First County Bank first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

First County Bank held 73,678 shares of Schwab US Large-Cap Growth ETF worth $2.65M as of Q3 2026.
First County Bank bought 8,480 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $297K.
Schwab US Large-Cap Growth ETF made up 1.22% of First County Bank's portfolio in Q3 2026, its #20 holding.
First County Bank first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.