Bank of Ann Arbor’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bank of Ann Arbor’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	$71.9K	Buy	+2,000	New	+$70.1K	0.01%	275

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Bank of Ann Arbor's SCHG Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 2,000 shares worth $71.9K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Bank of Ann Arbor held 2,000 shares of Schwab US Large-Cap Growth ETF worth $71.9K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new Bank of Ann Arbor position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #275 holding.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.