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 Q2	$1.41M	Buy	41,777 +19,853	+91%	+$658K	0.07%	80
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

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 Western Trust Bank's SCHG Position: Q2 2026 in Review

First Western Trust Bank increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 91% in Q2 2026, buying an estimated $658K and bringing the position to 41,777 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #80.

First Western Trust Bank first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

First Western Trust Bank held 41,777 shares of Schwab US Large-Cap Growth ETF worth $1.41M as of Q2 2026.
First Western Trust Bank bought 19,853 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $658K.
Schwab US Large-Cap Growth ETF made up 0.07% of First Western Trust Bank's portfolio in Q2 2026, its #80 holding.
First Western Trust Bank first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.