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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Moors & Cabot's SCHG Position: Q1 2026 in Review

Moors & Cabot reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.09% in Q1 2026, selling an estimated $2.74K and leaving 98,429 shares worth $2.87M. The position accounts for 0.12% of the portfolio, ranked #160.

Moors & Cabot first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.21M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Moors & Cabot held 98,429 shares of Schwab US Large-Cap Growth ETF worth $2.87M as of Q1 2026.
  • Moors & Cabot sold 88 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.74K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Moors & Cabot's portfolio in Q1 2026, its #160 holding.
  • Moors & Cabot first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Moors & Cabot's Schwab US Large-Cap Growth ETF position peaked at $3.21M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.