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First National Bank Sioux Falls’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First National Bank Sioux Falls’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 		$6.69M Sell
186,135
-97,716
-34% -$3.43M 2.04% 13
2026
Q2 		$9.12M Hold
283,851
– – 2.5% 11
2026
Q1 		$9.12M Buy
283,851
+12,072
+4% +$375K 2.5% 11
2025
Q4 		$8.87M Buy
271,779
+903
+0.3% +$29.4K 2.65% 11
2025
Q3 		$8.64M Sell
270,876
-2,114
-0.8% -$64.4K 2.7% 11
2025
Q2 		$7.97M Buy
272,990
+8,533
+3% +$226K 2.93% 10
2025
Q1 		$6.62M Buy
264,457
+24,111
+10% +$660K 2.68% 10
2024
Q4 		$6.7M Buy
240,346
+6,842
+3% +$187K 2.85% 9
2024
Q3 		$6.08M Buy
233,504
+25,352
+12% +$638K 2.77% 9
2024
Q2 		$5.25M Buy
208,152
+27,656
+15% +$652K 2.72% 9
2024
Q1 		$4.18M Buy
180,496
+11,704
+7% +$259K 2.28% 11
2023
Q4 		$3.5M Buy
168,792
+27,468
+19% +$531K 1.79% 14
2023
Q3 		$2.57M Buy
141,324
+13,032
+10% +$245K 1.54% 16
2023
Q2 		$2.4M Buy
128,292
+17,232
+16% +$295K 1.53% 17
2023
Q1 		$1.81M Buy
111,060
+29,292
+36% +$445K 1.25% 18
2022
Q4 		$1.14M Buy
81,768
+67,328
+466% +$968K 0.82% 26
2022
Q3 		$201K Buy
+14,440
New +$226K 0.21% 107

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

First National Bank Sioux Falls's SCHG Position: Q3 2026 in Review

First National Bank Sioux Falls reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q3 2026, selling an estimated $3.43M and leaving 186,135 shares worth $6.69M. The position accounts for 2.04% of the portfolio, ranked #13.

First National Bank Sioux Falls first reported a position in SCHG in Q3 2022 and has held it in 17 quarters since. The position peaked at $9.12M in Q2 2026. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • First National Bank Sioux Falls held 186,135 shares of Schwab US Large-Cap Growth ETF worth $6.69M as of Q3 2026.
  • First National Bank Sioux Falls sold 97,716 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3.43M.
  • Schwab US Large-Cap Growth ETF made up 2.04% of First National Bank Sioux Falls's portfolio in Q3 2026, its #13 holding.
  • First National Bank Sioux Falls first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • First National Bank Sioux Falls's Schwab US Large-Cap Growth ETF position peaked at $9.12M in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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