Newbridge Financial Services Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Newbridge Financial Services Group’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	$12.5K	Buy	430 +330	+330%	+$10.3K	﹤0.01%	753
2025 Q4	$3.26K	Hold	100	–	–	﹤0.01%	966
2025 Q3	$3.19K	Hold	100	–	–	﹤0.01%	1090
2025 Q2	$2.92K	Hold	100	–	–	﹤0.01%	1102
2025 Q1	$2.5K	Sell	100 -166	-62%	-$4.55K	﹤0.01%	867
2024 Q4	$7.41K	Buy	+266	New	+$7.28K	﹤0.01%	796
2024 Q3	–	Sell	-256	Closed	-$6.45K	–	1023
2024 Q2	$6.45K	Hold	256	–	–	﹤0.01%	784
2024 Q1	$5.93K	Hold	256	–	–	﹤0.01%	860
2023 Q4	$5.31K	Hold	256	–	–	﹤0.01%	850
2023 Q3	$4.65K	Hold	256	–	–	﹤0.01%	963
2023 Q2	$4.8K	Hold	256	–	–	﹤0.01%	1015
2023 Q1	$4.17K	Hold	256	–	–	﹤0.01%	1100
2022 Q4	$3.56K	Hold	256	–	–	﹤0.01%	1126
2022 Q3	$4K	Hold	256	–	–	﹤0.01%	1098
2022 Q2	$4K	Hold	256	–	–	﹤0.01%	1067
2022 Q1	$5K	Hold	256	–	–	﹤0.01%	1113
2021 Q4	$5K	Hold	256	–	–	﹤0.01%	1080
2021 Q3	$5K	Buy	+256	New	+$4.88K	﹤0.01%	1022

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $11.8B AUM 9.48% 1-Year Est. Return

Newbridge Financial Services Group's SCHG Position: Q1 2026 in Review

Newbridge Financial Services Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 330% in Q1 2026, buying an estimated $10.3K and bringing the position to 430 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Newbridge Financial Services Group first reported a position in SCHG in Q3 2021 and has held it in 18 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Newbridge Financial Services Group held 430 shares of Schwab US Large-Cap Growth ETF worth $12.5K as of Q1 2026.
Newbridge Financial Services Group bought 330 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $10.3K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #753 holding.
Newbridge Financial Services Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 18 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.