Old Point Trust & Financial Services N A’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Old Point Trust & Financial Services N A’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	$9.34K	Hold	276	–	–	﹤0.01%	263
2026 Q1	$8.04K	Hold	276	–	–	﹤0.01%	268
2025 Q4	$9K	Hold	276	–	–	﹤0.01%	276
2025 Q3	$8.81K	Hold	276	–	–	﹤0.01%	268
2025 Q2	$8.06K	Hold	276	–	–	﹤0.01%	275
2025 Q1	$6.91K	Hold	276	–	–	﹤0.01%	305
2024 Q4	$7.69K	Buy	+276	New	+$7.55K	﹤0.01%	290

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Old Point Trust & Financial Services N A's SCHG Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 276 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Old Point Trust & Financial Services N A first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Old Point Trust & Financial Services N A held 276 shares of Schwab US Large-Cap Growth ETF worth $9.34K as of Q2 2026.
Old Point Trust & Financial Services N A left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #263 holding.
Old Point Trust & Financial Services N A first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.