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Roble Belko & Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Roble Belko & Company’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 		$45K Buy
1,554
+13
+0.8% +$404 0.01% 211
2025
Q4 		$50K Buy
1,541
+49
+3% +$1.59K 0.01% 208
2025
Q3 		$48K Buy
1,492
+19
+1% +$579 0.01% 178
2025
Q2 		$43K Buy
1,473
+98
+7% +$2.59K 0.01% 186
2025
Q1 		$34K Buy
1,375
+19
+1% +$520 0.01% 192
2024
Q4 		$38K Hold
1,356
– – 0.01% 183
2024
Q3 		$35K Hold
1,356
– – 0.01% 181
2024
Q2 		$34K Hold
1,356
– – 0.01% 186
2024
Q1 		$31K Hold
1,356
– – 0.01% 194
2023
Q4 		$28K Buy
+1,356
New +$26.2K 0.01% 183

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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