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Umpqua Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Umpqua Bank’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 		$363K Hold
10,740
– – 0.08% 136
2026
Q1 		$313K Hold
10,740
– – 0.09% 133
2025
Q4 		$350K Hold
10,740
– – 0.1% 129
2025
Q3 		$343K Hold
10,740
– – 0.1% 131
2025
Q2 		$313K Hold
10,740
– – 0.1% 138
2025
Q1 		$269K Hold
10,740
– – 0.09% 135
2024
Q4 		$295K Hold
10,740
– – 0.1% 131
2024
Q3 		$280K Hold
10,740
– – 0.1% 131
2024
Q2 		$271K Hold
10,740
– – 0.1% 127
2024
Q1 		$249K Buy
+10,740
New +$238K 0.1% 129

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

Umpqua Bank's SCHG Position: Q2 2026 in Review

Umpqua Bank held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 10,740 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #136.

Umpqua Bank first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. 1,638 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Umpqua Bank held 10,740 shares of Schwab US Large-Cap Growth ETF worth $363K as of Q2 2026.
  • Umpqua Bank left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Umpqua Bank's portfolio in Q2 2026, its #136 holding.
  • Umpqua Bank first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,638 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.