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Stonebridge Financial Group (Pennsylvania)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-12,140
Closed -$396K – 275
2025
Q4 		$396K Buy
+12,140
New +$395K 0.03% 188
2025
Q2 		– Sell
-5,057
Closed -$127K – 810
2025
Q1 		$127K Buy
5,057
+17
+0.3% +$466 0.01% 266
2024
Q4 		$140K Buy
+5,040
New +$138K 0.02% 255

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SCHG Position: Q1 2026 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 12,140 shares — an estimated $396K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCHG in Q4 2024 and held it in 3 quarters. The position peaked at $396K in Q4 2025. 1,622 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 12,140 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $396K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Schwab US Large-Cap Growth ETF position peaked at $396K in Q4 2025.
  • 1,622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2026, filed 8 Apr 2026.