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Aire Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aire Advisors’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 		$3.78M Sell
111,632
-8,310
-7% -$275K 0.61% 39
2026
Q1 		$3.49M Sell
119,942
-552
-0.5% -$17.2K 0.64% 39
2025
Q4 		$3.93M Sell
120,494
-481
-0.4% -$15.6K 0.72% 37
2025
Q3 		$3.86M Sell
120,975
-1,084
-0.9% -$33K 0.7% 36
2025
Q2 		$3.57M Buy
122,059
+14,307
+13% +$378K 0.69% 37
2025
Q1 		$2.7M Sell
107,752
-6,942
-6% -$190K 0.57% 40
2024
Q4 		$3.2M Buy
114,694
+1,278
+1% +$35K 0.66% 36
2024
Q3 		$2.95M Sell
113,416
-2,496
-2% -$62.8K 0.65% 36
2024
Q2 		$2.91M Sell
115,912
-13,524
-10% -$319K 0.66% 34
2024
Q1 		$3M Sell
129,436
-6,396
-5% -$141K 0.68% 33
2023
Q4 		$2.82M Sell
135,832
-1,752
-1% -$33.9K 0.7% 31
2023
Q3 		$2.5M Buy
137,584
+80
+0.1% +$1.51K 0.67% 34
2023
Q2 		$2.58M Sell
137,504
-7,372
-5% -$126K 0.68% 35
2023
Q1 		$2.36M Sell
144,876
-22,448
-13% -$341K 0.66% 37
2022
Q4 		$2.38M Buy
167,324
+55,264
+49% +$795K 0.73% 32
2022
Q3 		$1.56M Buy
112,060
+46,252
+70% +$725K 0.54% 38
2022
Q2 		$954K Buy
65,808
+1,876
+3% +$30K 0.34% 48
2022
Q1 		$1.2M Buy
63,932
+42,060
+192% +$767K 0.43% 45
2021
Q4 		$448K Buy
+21,872
New +$437K 0.19% 62

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

Aire Advisors's SCHG Position: Q2 2026 in Review

Aire Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.9% in Q2 2026, selling an estimated $275K and leaving 111,632 shares worth $3.78M. The position accounts for 0.61% of the portfolio, ranked #39.

Aire Advisors first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.93M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Aire Advisors held 111,632 shares of Schwab US Large-Cap Growth ETF worth $3.78M as of Q2 2026.
  • Aire Advisors sold 8,310 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $275K.
  • Schwab US Large-Cap Growth ETF made up 0.61% of Aire Advisors's portfolio in Q2 2026, its #39 holding.
  • Aire Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Aire Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.93M in Q4 2025.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.