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Moors & Cabot’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Moors & Cabot’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 		$3.33M Hold
98,429
– – 0.13% 155
2026
Q1 		$2.87M Sell
98,429
-88
-0.1% -$2.74K 0.12% 160
2025
Q4 		$3.21M Buy
98,517
+18,876
+24% +$614K 0.14% 147
2025
Q3 		$2.54M Buy
79,641
+6,450
+9% +$197K 0.11% 175
2025
Q2 		$2.14M Buy
+73,191
New +$1.94M 0.1% 193

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moors & Cabot's SCHG Position: Q2 2026 in Review

Moors & Cabot held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 98,429 shares worth $3.33M. The position accounts for 0.13% of the portfolio, ranked #155.

Moors & Cabot first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,674 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Moors & Cabot held 98,429 shares of Schwab US Large-Cap Growth ETF worth $3.33M as of Q2 2026.
  • Moors & Cabot left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.13% of Moors & Cabot's portfolio in Q2 2026, its #155 holding.
  • Moors & Cabot first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,674 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.