First National Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First National Advisers’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	$218K	Buy	+6,456	New	+$214K	0.03%	244
2026 Q1	–	Sell	-6,456	Closed	-$211K	–	254
2025 Q4	$211K	Hold	6,456	–	–	0.03%	231
2025 Q3	$206K	Buy	+6,456	New	+$197K	0.03%	227

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

First National Advisers's SCHG Position: Q2 2026 in Review

First National Advisers opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,456 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings. This is a return to the name: First National Advisers previously reported a position in SCHG as recently as Q4 2025.

First National Advisers first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

First National Advisers held 6,456 shares of Schwab US Large-Cap Growth ETF worth $218K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new First National Advisers position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of First National Advisers's portfolio in Q2 2026, its #244 holding.
First National Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.