Advyzon Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advyzon Investment Management’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	$3.88M	Buy	133,353 +5,939	+5%	+$185K	0.35%	66
2025 Q4	$4.16M	Buy	127,414 +49,400	+63%	+$1.61M	0.48%	45
2025 Q3	$2.49M	Buy	78,014 +29,586	+61%	+$902K	0.43%	50
2025 Q2	$1.41M	Buy	48,428 +40,495	+510%	+$1.07M	0.31%	72
2025 Q1	$199K	Sell	7,933 -3,078	-28%	-$84.3K	0.07%	258
2024 Q4	$307K	Buy	+11,011	New	+$301K	0.12%	158

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Advyzon Investment Management's SCHG Position: Q1 2026 in Review

Advyzon Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q1 2026, buying an estimated $185K and bringing the position to 133,353 shares worth $3.88M. The position accounts for 0.35% of the portfolio, ranked #66.

Advyzon Investment Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.16M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Advyzon Investment Management held 133,353 shares of Schwab US Large-Cap Growth ETF worth $3.88M as of Q1 2026.
Advyzon Investment Management bought 5,939 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $185K.
Schwab US Large-Cap Growth ETF made up 0.35% of Advyzon Investment Management's portfolio in Q1 2026, its #66 holding.
Advyzon Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's Schwab US Large-Cap Growth ETF position peaked at $4.16M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.