Moors & Cabot
SCHG icon

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
Q3 		$3.54M Hold
98,429
– – 0.13% 147
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

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McAdam LLC
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RMG Wealth Management
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Marquette Asset Management
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Moors & Cabot's SCHG Position: Q3 2026 in Review

Moors & Cabot held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 98,429 shares worth $3.54M. The position accounts for 0.13% of the portfolio, ranked #147.

Moors & Cabot first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Moors & Cabot held 98,429 shares of Schwab US Large-Cap Growth ETF worth $3.54M as of Q3 2026.
  • Moors & Cabot left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.13% of Moors & Cabot's portfolio in Q3 2026, its #147 holding.
  • Moors & Cabot first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.