Missouri Trust & Investment Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Missouri Trust & Investment Company’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	$1.02M	Buy	35,031 +4,052	+13%	+$126K	0.3%	68
2025 Q4	$1.01M	Buy	30,979 +315	+1%	+$10.2K	0.3%	66
2025 Q3	$978K	Hold	30,664	–	–	0.29%	64
2025 Q2	$896K	Hold	30,664	–	–	0.29%	69
2025 Q1	$768K	Sell	30,664 -400	-1%	-$11K	0.27%	70
2024 Q4	$866K	Hold	31,064	–	–	0.3%	66
2024 Q3	$809K	Sell	31,064 -4,424	-12%	-$111K	0.28%	73
2024 Q2	$895K	Buy	35,488 +800	+2%	+$18.9K	0.34%	64
2024 Q1	$804K	Hold	34,688	–	–	0.31%	69
2023 Q4	$719K	Hold	34,688	–	–	0.29%	70
2023 Q3	$631K	Hold	34,688	–	–	0.28%	71
2023 Q2	$650K	Sell	34,688 -520	-1%	-$8.91K	0.37%	71
2023 Q1	$574K	Hold	35,208	–	–	0.37%	70
2022 Q4	$489K	Sell	35,208 -17,496	-33%	-$252K	0.29%	72
2022 Q3	$735K	Hold	52,704	–	–	0.48%	46
2022 Q2	$764K	Hold	52,704	–	–	0.5%	50
2022 Q1	$986K	Sell	52,704 -10,360	-16%	-$189K	0.58%	43
2021 Q4	$1.29M	Buy	+63,064	New	+$1.26M	0.75%	29

Other funds holding SCHG

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $13.4B AUM 22.25% 1-Year Est. Return

Missouri Trust & Investment Company's SCHG Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2026, buying an estimated $126K and bringing the position to 35,031 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #68.

Missouri Trust & Investment Company first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q4 2021. 1,621 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Missouri Trust & Investment Company held 35,031 shares of Schwab US Large-Cap Growth ETF worth $1.02M as of Q1 2026.
Missouri Trust & Investment Company bought 4,052 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $126K.
Schwab US Large-Cap Growth ETF made up 0.3% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #68 holding.
Missouri Trust & Investment Company first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Schwab US Large-Cap Growth ETF position peaked at $1.29M in Q4 2021.
1,621 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.