Sunbelt Securities, Inc. SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 1632932
As of 2026-03-31, Sunbelt Securities, Inc. reported 744.51K SCHG (shares), valued at $21.69M, or 1.37% of its reported non-derivative portfolio. Filed 2026-05-18.
Verify history & sources →Shares increased 2.41%; reported value decreased 8.55%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | 1.37% | 744,512 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 1.58% | 726,980 | SEC filing ↗Filed Feb 20, 2026 |
| Q3 2025 | 1.55% | 704,287 | SEC filing ↗Filed Nov 19, 2025 |
| Q2 2025 | 1.65% | 671,209 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.47% | 658,943 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 1.67% | 671,577 | SEC filing ↗Filed Feb 18, 2025 |
| Q3 2024 | 1.89% | 185,381 | SEC filing ↗Filed Nov 18, 2024 |
| Q2 2024 | 1.87% | 181,020 | SEC filing ↗Filed Aug 16, 2024 |
| Q1 2024 | 1.80% | 173,974 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 1.84% | 175,664 | SEC filing ↗Filed Feb 15, 2024 |
| Q3 2023 | 1.69% | 168,257 | SEC filing ↗Filed Dec 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.69% | 168,257 | $12.24M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 11, 2023 |
| Q4 2023 | 1.84% | 175,664 | $14.57M | Shares increased 4.40%; reported value increased 19.10%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 1.80% | 173,974 | $16.13M | Shares decreased 0.96%; reported value increased 10.69%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.87% | 181,020 | $18.25M | Shares increased 4.05%; reported value increased 13.16%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q3 2024 | 1.89% | 185,381 | $19.31M | Shares increased 2.41%; reported value increased 5.80%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 18, 2024 |
| Q4 2024 | 1.67% | 671,577 | $18.90M | Shares increased 262.27%; reported value decreased 2.15%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 18, 2025 |
| Q1 2025 | 1.47% | 658,943 | $16.50M | Shares decreased 1.88%; reported value decreased 12.69%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 1.65% | 671,209 | $18.71M | Shares increased 1.86%; reported value increased 13.37%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.55% | 704,287 | $22.47M | Shares increased 4.93%; reported value increased 20.14%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 19, 2025 |
| Q4 2025 | 1.58% | 726,980 | $23.71M | Shares increased 3.22%; reported value increased 5.52%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 20, 2026 |
| Q1 2026 | 1.37% | 744,512 | $21.69M | Shares increased 2.41%; reported value decreased 8.55%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
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