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Southern Michigan Bank & Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Southern Michigan Bank & Trust’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 		$52.6M Buy
1,553,292
+10,699
+0.7% +$355K 18.69% 1
2026
Q1 		$44.9M Buy
+1,542,593
New +$48M 17.24% 1

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Southern Michigan Bank & Trust's SCHG Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.69% in Q2 2026, buying an estimated $355K and bringing the position to 1,553,292 shares worth $52.6M. The position accounts for 18.69% of the portfolio, ranked #1.

Southern Michigan Bank & Trust first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,612 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Southern Michigan Bank & Trust held 1,553,292 shares of Schwab US Large-Cap Growth ETF worth $52.6M as of Q2 2026.
  • Southern Michigan Bank & Trust bought 10,699 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $355K.
  • Schwab US Large-Cap Growth ETF made up 18.69% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #1 holding.
  • Southern Michigan Bank & Trust first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,612 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.