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Norden Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Norden 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
Q2 		$658K Sell
19,450
-662
-3% -$21.9K 0.05% 296
2026
Q1 		$586K Sell
20,112
-4,974
-20% -$155K 0.06% 295
2025
Q4 		$818K Buy
25,086
+19
+0.1% +$618 0.08% 228
2025
Q3 		$800K Buy
+25,067
New +$764K 0.08% 233

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 22.96% 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

Norden Group's SCHG Position: Q2 2026 in Review

Norden Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.3% in Q2 2026, selling an estimated $21.9K and leaving 19,450 shares worth $658K. The position accounts for 0.05% of the portfolio, ranked #296.

Norden Group first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $818K in Q4 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Norden Group held 19,450 shares of Schwab US Large-Cap Growth ETF worth $658K as of Q2 2026.
  • Norden Group sold 662 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $21.9K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Norden Group's portfolio in Q2 2026, its #296 holding.
  • Norden Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Norden Group's Schwab US Large-Cap Growth ETF position peaked at $818K in Q4 2025.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.