Advocacy Wealth Management Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advocacy Wealth Management Services’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	$918K	Sell	27,133 -17	-0.1%	-$563	0.03%	106
2026 Q1	$791K	Sell	27,150 -12,724	-32%	-$396K	0.04%	111
2025 Q4	$1.3M	Sell	39,874 -313	-0.8%	-$10.2K	0.05%	84
2025 Q3	$1.28M	Buy	+40,187	New	+$1.22M	0.06%	89

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advocacy Wealth Management Services's SCHG Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.06% in Q2 2026, selling an estimated $563 and leaving 27,133 shares worth $918K. The position accounts for 0.03% of the portfolio, ranked #106.

Advocacy Wealth Management Services first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Advocacy Wealth Management Services held 27,133 shares of Schwab US Large-Cap Growth ETF worth $918K as of Q2 2026.
Advocacy Wealth Management Services sold 17 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $563.
Schwab US Large-Cap Growth ETF made up 0.03% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #106 holding.
Advocacy Wealth Management Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Advocacy Wealth Management Services's Schwab US Large-Cap Growth ETF position peaked at $1.3M in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.