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

Aspire Capital 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 Q1	$343K	Sell	11,769 -560	-5%	-$17.4K	0.08%	87
2025 Q4	$402K	Sell	12,329 -3,056	-20%	-$99.4K	0.09%	82
2025 Q3	$491K	Sell	15,385 -8,726	-36%	-$266K	0.12%	68
2025 Q2	$704K	Sell	24,111 -33,609	-58%	-$889K	0.19%	51
2025 Q1	$1.45M	Sell	57,720 -38,360	-40%	-$1.05M	0.43%	38
2024 Q4	$2.68M	Buy	96,080 +55,428	+136%	+$1.52M	0.77%	29
2024 Q3	$1.06M	Buy	+40,652	New	+$1.02M	0.32%	37

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

Aspire Capital Advisors's SCHG Position: Q1 2026 in Review

Aspire Capital Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q1 2026, selling an estimated $17.4K and leaving 11,769 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #87.

Aspire Capital Advisors first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.68M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Aspire Capital Advisors held 11,769 shares of Schwab US Large-Cap Growth ETF worth $343K as of Q1 2026.
Aspire Capital Advisors sold 560 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $17.4K.
Schwab US Large-Cap Growth ETF made up 0.08% of Aspire Capital Advisors's portfolio in Q1 2026, its #87 holding.
Aspire Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Aspire Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.68M in Q4 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Aspire Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.