American Institute for Advanced Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

American Institute for Advanced 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 Q2	$235K	Hold	6,950	–	–	0.14%	151
2026 Q1	$202K	Sell	6,950 -650	-9%	-$20.2K	0.13%	150
2025 Q4	$248K	Hold	7,600	–	–	0.16%	129
2025 Q3	$243K	Hold	7,600	–	–	0.16%	125
2025 Q2	$222K	Buy	+7,600	New	+$201K	0.16%	133
2025 Q1	–	Sell	-7,600	Closed	-$212K	–	146
2024 Q4	$212K	Buy	+7,600	New	+$208K	0.16%	126
2024 Q3	–	Sell	-8,000	Closed	-$202K	–	145
2024 Q2	$202K	Buy	+8,000	New	+$189K	0.15%	131

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Institute for Advanced Investment Management's SCHG Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 6,950 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #151.

American Institute for Advanced Investment Management first reported a position in SCHG in Q2 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

American Institute for Advanced Investment Management held 6,950 shares of Schwab US Large-Cap Growth ETF worth $235K as of Q2 2026.
American Institute for Advanced Investment Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.14% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #151 holding.
American Institute for Advanced Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
American Institute for Advanced Investment Management's Schwab US Large-Cap Growth ETF position peaked at $248K in Q4 2025.
1,245 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.