SouthState Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SouthState Corp’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	$46.9K	Sell	1,609 -3,787	-70%	-$118K	﹤0.01%	462
2025 Q4	$176K	Sell	5,396 -3,855	-42%	-$125K	0.01%	327
2025 Q3	$295K	Sell	9,251 -43,050	-82%	-$1.31M	0.01%	284
2025 Q2	$1.53M	Sell	52,301 -5,364	-9%	-$142K	0.07%	169
2025 Q1	$1.44M	Buy	+57,665	New	+$1.58M	0.07%	170

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SouthState Corp's SCHG Position: Q1 2026 in Review

SouthState Corp reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 70% in Q1 2026, selling an estimated $118K and leaving 1,609 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

SouthState Corp first reported a position in SCHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q2 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

SouthState Corp held 1,609 shares of Schwab US Large-Cap Growth ETF worth $46.9K as of Q1 2026.
SouthState Corp sold 3,787 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $118K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of SouthState Corp's portfolio in Q1 2026, its #462 holding.
SouthState Corp first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
SouthState Corp's Schwab US Large-Cap Growth ETF position peaked at $1.53M in Q2 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.