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 Q2	$345K	Sell	10,207 -1,562	-13%	-$51.8K	0.07%	100
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Aspire Capital Advisors's SCHG Position: Q2 2026 in Review

Aspire Capital Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q2 2026, selling an estimated $51.8K and leaving 10,207 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #100.

Aspire Capital Advisors first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.68M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Aspire Capital Advisors held 10,207 shares of Schwab US Large-Cap Growth ETF worth $345K as of Q2 2026.
Aspire Capital Advisors sold 1,562 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $51.8K.
Schwab US Large-Cap Growth ETF made up 0.07% of Aspire Capital Advisors's portfolio in Q2 2026, its #100 holding.
Aspire Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Aspire Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.68M in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.