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

First Western Trust 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 Q1	$639K	Hold	21,924	–	–	0.03%	107
2025 Q4	$715K	Hold	21,924	–	–	0.04%	100
2025 Q3	$700K	Hold	21,924	–	–	0.03%	101
2025 Q2	$640K	Hold	21,924	–	–	0.03%	106
2025 Q1	$549K	Hold	21,924	–	–	0.03%	113
2024 Q4	$611K	Hold	21,924	–	–	0.03%	113
2024 Q3	$571K	Hold	21,924	–	–	0.03%	115
2024 Q2	$553K	Hold	21,924	–	–	0.03%	111
2024 Q1	$508K	Hold	21,924	–	–	0.02%	122
2023 Q4	$455K	Buy	+21,924	New	+$424K	0.02%	132

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

First Western Trust Bank's SCHG Position: Q1 2026 in Review

First Western Trust Bank held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 21,924 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #107.

First Western Trust Bank first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $715K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

First Western Trust Bank held 21,924 shares of Schwab US Large-Cap Growth ETF worth $639K as of Q1 2026.
First Western Trust Bank left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of First Western Trust Bank's portfolio in Q1 2026, its #107 holding.
First Western Trust Bank first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
First Western Trust Bank's Schwab US Large-Cap Growth ETF position peaked at $715K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.