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Aurora Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aurora Private Wealth’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
Q3 		$1.47M Buy
41,410
+6,960
+20% +$244K 0.93% 29
2026
Q2 		$1.17M Buy
34,450
+420
+1% +$13.9K 0.74% 36
2026
Q1 		$1.11M Sell
34,030
-17,256
-34% -$536K 0.79% 37
2025
Q4 		$1.66M Buy
+51,286
New +$1.67M 1.09% 23
2025
Q2 		$854K Sell
29,235
-372
-1% -$9.8K 0.63% 40
2025
Q1 		$741K Sell
29,607
-3,801
-11% -$104K 0.59% 41
2024
Q4 		$931K Buy
33,408
+1,544
+5% +$42.2K 0.7% 38
2024
Q3 		$830K Buy
31,864
+28
+0.1% +$705 0.65% 42
2024
Q2 		$803K Buy
31,836
+300
+1% +$7.08K 0.7% 39
2024
Q1 		$732K Buy
31,536
+11,560
+58% +$256K 0.63% 43
2023
Q4 		$414K Buy
19,976
+44
+0.2% +$851 0.39% 70
2023
Q3 		$362K Sell
19,932
-80
-0.4% -$1.51K 0.4% 70
2023
Q2 		$375K Buy
20,012
+24
+0.1% +$411 0.43% 64
2023
Q1 		$326K Sell
19,988
-1,200
-6% -$18.2K 0.35% 90
2022
Q4 		$294K Sell
21,188
-784
-4% -$11.3K 0.34% 90
2022
Q3 		$307K Sell
21,972
-400
-2% -$6.27K 0.14% 113
2022
Q2 		$324K Sell
22,372
-1,232
-5% -$19.7K 0.15% 109
2022
Q1 		$442K Sell
23,604
-420
-2% -$7.66K 0.18% 102
2021
Q4 		$492K Sell
24,024
-136
-0.6% -$2.72K 0.21% 87
2021
Q3 		$447K Buy
24,160
+1,256
+5% +$23.9K 0.18% 113
2021
Q2 		$418K Sell
22,904
-104
-0.5% -$1.8K 0.17% 120
2021
Q1 		$373K Sell
23,008
-1,272
-5% -$20.7K 0.15% 127
2020
Q4 		$390K Sell
24,280
-272
-1% -$4.12K 0.17% 131
2020
Q3 		$353K Buy
24,552
+5,728
+30% +$79.8K 0.15% 121
2020
Q2 		$239K Sell
18,824
-1,536
-8% -$17.9K 0.11% 140
2020
Q1 		$203K Sell
20,360
-3,408
-14% -$38.9K 0.07% 209
2019
Q4 		$276K Buy
+23,768
New +$262K 0.1% 151

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Aurora Private Wealth's SCHG Position: Q3 2026 in Review

Aurora Private Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q3 2026, buying an estimated $244K and bringing the position to 41,410 shares worth $1.47M. The position accounts for 0.93% of the portfolio, ranked #29.

Aurora Private Wealth first reported a position in SCHG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.66M in Q4 2025. 687 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Aurora Private Wealth held 41,410 shares of Schwab US Large-Cap Growth ETF worth $1.47M as of Q3 2026.
  • Aurora Private Wealth bought 6,960 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $244K.
  • Schwab US Large-Cap Growth ETF made up 0.93% of Aurora Private Wealth's portfolio in Q3 2026, its #29 holding.
  • Aurora Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $1.66M in Q4 2025.
  • 687 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.