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Sandy Spring Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$24.9K Hold
996
– – ﹤0.01% 694
2024
Q4 		$27.8K Sell
996
-1,600
-62% -$43.8K ﹤0.01% 691
2024
Q3 		$67.6K Buy
2,596
+1,716
+195% +$43.2K ﹤0.01% 529
2024
Q2 		$22.2K Hold
880
– – ﹤0.01% 739
2024
Q1 		$20.4K Hold
880
– – ﹤0.01% 737
2023
Q4 		$18.2K Hold
880
– – ﹤0.01% 720
2023
Q3 		$16K Buy
880
+4
+0.5% +$75 ﹤0.01% 747
2023
Q2 		$16.4K Hold
876
– – ﹤0.01% 750
2023
Q1 		$14.3K Hold
876
– – ﹤0.01% 758
2022
Q4 		$12.2K Hold
876
– – ﹤0.01% 781
2022
Q3 		$12K Hold
876
– – ﹤0.01% 771
2022
Q2 		$13K Hold
876
– – ﹤0.01% 784
2022
Q1 		$16K Buy
876
+492
+128% +$8.97K ﹤0.01% 765
2021
Q4 		$8K Hold
384
– – ﹤0.01% 952
2021
Q3 		$7K Hold
384
– – ﹤0.01% 932
2021
Q2 		$7K Buy
+384
New +$6.64K ﹤0.01% 944
2020
Q4 		– Sell
-7,600
Closed -$109K – 1035
2020
Q3 		$109K Buy
7,600
+5,064
+200% +$70.6K 0.01% 362
2020
Q2 		$32K Buy
2,536
+8
+0.3% +$93 ﹤0.01% 527
2020
Q1 		$25K Buy
2,528
+400
+19% +$4.56K ﹤0.01% 539
2019
Q4 		$25K Buy
2,128
+48
+2% +$529 ﹤0.01% 577
2019
Q3 		$22K Hold
2,080
– – ﹤0.01% 604
2019
Q2 		$22K Buy
+2,080
New +$21.1K ﹤0.01% 596
2017
Q2 		– Sell
-2,400
Closed -$18K – 860
2017
Q1 		$18K Sell
2,400
-3,600
-60% -$26.6K ﹤0.01% 603
2016
Q4 		$42K Sell
6,000
-4,000
-40% -$27.7K ﹤0.01% 465
2016
Q3 		$69K Sell
10,000
-6,840
-41% -$47K 0.01% 399
2016
Q2 		$110K Sell
16,840
-2,400
-12% -$15.8K 0.01% 340
2016
Q1 		$126K Buy
+19,240
New +$119K 0.01% 328

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sandy Spring Bank's SCHG Position: Q1 2025 in Review

Sandy Spring Bank held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2025 at 996 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Sandy Spring Bank first reported a position in SCHG in Q1 2016 and has held it in 27 quarters since. The position peaked at $126K in Q1 2016. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Sandy Spring Bank held 996 shares of Schwab US Large-Cap Growth ETF worth $24.9K as of Q1 2025.
  • Sandy Spring Bank left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2025.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #694 holding.
  • Sandy Spring Bank first reported a position in Schwab US Large-Cap Growth ETF in Q1 2016 and has held it in 27 quarters since.
  • Sandy Spring Bank's Schwab US Large-Cap Growth ETF position peaked at $126K in Q1 2016.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.