Sanibel Captiva Trust Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sanibel Captiva Trust 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 Q2	$1.61M	Buy	47,703 +27,856	+140%	+$923K	0.04%	216
2026 Q1	$578K	Buy	19,847 +5,631	+40%	+$175K	0.02%	290
2025 Q4	$464K	Hold	14,216	–	–	0.01%	304
2025 Q3	$454K	Hold	14,216	–	–	0.01%	305
2025 Q2	$415K	Hold	14,216	–	–	0.01%	307
2025 Q1	$356K	Sell	14,216 -17,492	-55%	-$479K	0.01%	312
2024 Q4	$884K	Sell	31,708 -6,000	-16%	-$164K	0.03%	229
2024 Q3	$982K	Hold	37,708	–	–	0.03%	221
2024 Q2	$951K	Hold	37,708	–	–	0.03%	212
2024 Q1	$874K	Buy	37,708 +23,492	+165%	+$520K	0.03%	212
2023 Q4	$295K	Buy	+14,216	New	+$275K	0.01%	304

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

Sanibel Captiva Trust Company's SCHG Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 140% in Q2 2026, buying an estimated $923K and bringing the position to 47,703 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #216.

Sanibel Captiva Trust Company first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Sanibel Captiva Trust Company held 47,703 shares of Schwab US Large-Cap Growth ETF worth $1.61M as of Q2 2026.
Sanibel Captiva Trust Company bought 27,856 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $923K.
Schwab US Large-Cap Growth ETF made up 0.04% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #216 holding.
Sanibel Captiva Trust Company first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.