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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
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

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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

Old Point Trust & Financial Services N A's SCHG Position: Q1 2026 in Review

Old Point Trust & Financial Services N A held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 276 shares worth $8.04K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Old Point Trust & Financial Services N A first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $9K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Old Point Trust & Financial Services N A held 276 shares of Schwab US Large-Cap Growth ETF worth $8.04K as of Q1 2026.
  • Old Point Trust & Financial Services N A left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #268 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 6 quarters since.
  • Old Point Trust & Financial Services N A's Schwab US Large-Cap Growth ETF position peaked at $9K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.