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Advisortrust Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advisortrust Partners’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 		– Sell
-861
Closed -$25.1K – 259
2026
Q1 		$25.1K Buy
+861
New +$26.8K 0.01% 223

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Financial Engines Advisors
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LPL Financial
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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

Advisortrust Partners's SCHG Position: Q2 2026 in Review

Advisortrust Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 861 shares — an estimated $25.1K sold.

Advisortrust Partners first reported a position in SCHG in Q1 2026 and held it in 1 quarter. The position peaked at $25.1K in Q1 2026. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Advisortrust Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 861 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $25.1K.
  • Advisortrust Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's Schwab US Large-Cap Growth ETF position peaked at $25.1K in Q1 2026.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.