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SevenBridge Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SevenBridge Financial Group’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 		$1.03M Sell
31,227
-3,599
-10% -$112K 0.16% 115
2025
Q4 		$1.13M Sell
34,826
-1,288
-4% -$41.9K 0.18% 108
2025
Q3 		$1.19M Sell
36,114
-5,784
-14% -$176K 0.2% 110
2025
Q2 		$1.29M Buy
41,898
+4,737
+13% +$125K 0.23% 110
2025
Q1 		$1M Buy
37,161
+2,095
+6% +$57.4K 0.2% 120
2024
Q4 		$1M Sell
35,066
-91,834
-72% -$2.51M 0.19% 110
2024
Q3 		$883K Buy
126,900
+93,180
+276% +$2.34M 0.17% 116
2024
Q2 		$789K Buy
33,720
+644
+2% +$15.2K 0.17% 114
2024
Q1 		$756K Buy
33,076
+3,936
+14% +$87.1K 0.17% 115
2023
Q4 		$604K Sell
29,140
-1,676
-5% -$32.4K 0.14% 121
2023
Q3 		$560K Sell
30,816
-996
-3% -$18.7K 0.14% 120
2023
Q2 		$596K Buy
31,812
+2,560
+9% +$43.9K 0.15% 116
2023
Q1 		$477K Buy
29,252
+2,360
+9% +$35.8K 0.13% 124
2022
Q4 		$374K Buy
26,892
+1,076
+4% +$15.5K 0.11% 138
2022
Q3 		$360K Buy
25,816
+40
+0.2% +$627 0.12% 125
2022
Q2 		$374K Buy
25,776
+2,764
+12% +$44.2K 0.15% 103
2022
Q1 		$430K Sell
23,012
-22,228
-49% -$405K 0.15% 108
2021
Q4 		$926K Sell
45,240
-8,744
-16% -$175K 0.28% 84
2021
Q3 		$999K Buy
53,984
+1,104
+2% +$21K 0.33% 76
2021
Q2 		$965K Buy
52,880
+10,336
+24% +$179K 0.31% 84
2021
Q1 		$690K Buy
42,544
+6,280
+17% +$102K 0.25% 93
2020
Q4 		$582K Buy
36,264
+5,200
+17% +$78.9K 0.23% 95
2020
Q3 		$447K Buy
31,064
+6,624
+27% +$92.3K 0.2% 94
2020
Q2 		$310K Buy
24,440
+712
+3% +$8.3K 0.15% 103
2020
Q1 		$236K Buy
23,728
+2,528
+12% +$28.8K 0.14% 113
2019
Q4 		$246K Buy
21,200
+808
+4% +$8.9K 0.06% 138
2019
Q3 		$214K Buy
20,392
+5,840
+40% +$61.6K 0.11% 134
2019
Q2 		$151K Buy
14,552
+6,080
+72% +$61.8K 0.05% 173
2019
Q1 		$84K Buy
8,472
+7,728
+1,039% +$73.1K 0.03% 195
2018
Q4 		$6K Buy
+744
New +$6.93K ﹤0.01% 424

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 $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

SevenBridge Financial Group's SCHG Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q1 2026, selling an estimated $112K and leaving 31,227 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #115.

SevenBridge Financial Group first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.29M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SevenBridge Financial Group held 31,227 shares of Schwab US Large-Cap Growth ETF worth $1.03M as of Q1 2026.
  • SevenBridge Financial Group sold 3,599 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $112K.
  • Schwab US Large-Cap Growth ETF made up 0.16% of SevenBridge Financial Group's portfolio in Q1 2026, its #115 holding.
  • SevenBridge Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • SevenBridge Financial Group's Schwab US Large-Cap Growth ETF position peaked at $1.29M in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.