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

Avant Capital’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 		$3.3M Buy
97,467
+296
+0.3% +$9.81K 2.07% 18
2026
Q1 		$2.83M Sell
97,171
-868
-0.9% -$27K 1.99% 19
2025
Q4 		$3.2M Sell
98,039
-1,060
-1% -$34.5K 2.2% 18
2025
Q3 		$3.16M Buy
99,099
+718
+0.7% +$21.9K 2.22% 19
2025
Q2 		$2.87M Sell
98,381
-1,328
-1% -$35.1K 2.23% 17
2025
Q1 		$2.5M Buy
99,709
+343
+0.3% +$9.39K 2.08% 19
2024
Q4 		$2.77M Buy
+99,366
New +$2.72M 2.3% 17
2023
Q3 		$2.03M Sell
111,420
-236
-0.2% -$4.44K 2.32% 18
2023
Q2 		$2.09M Sell
111,656
-1,680
-1% -$28.8K 2.31% 18
2023
Q1 		$1.85M Buy
113,336
+680
+0.6% +$10.3K 2.13% 18
2022
Q4 		$1.56M Sell
112,656
-2,980
-3% -$42.8K 1.92% 18
2022
Q3 		$1.61M Buy
115,636
+3,016
+3% +$47.2K 2.18% 18
2022
Q2 		$1.63M Sell
112,620
-2,244
-2% -$35.9K 2.11% 18
2022
Q1 		$2.15M Buy
114,864
+592
+0.5% +$10.8K 2.4% 18
2021
Q4 		$2.34M Buy
+114,272
New +$2.28M 2.57% 18

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

Avant Capital's SCHG Position: Q2 2026 in Review

Avant Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.3% in Q2 2026, buying an estimated $9.81K and bringing the position to 97,467 shares worth $3.3M. The position accounts for 2.07% of the portfolio, ranked #18.

Avant Capital first reported a position in SCHG in Q4 2021 and has held it in 15 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Avant Capital held 97,467 shares of Schwab US Large-Cap Growth ETF worth $3.3M as of Q2 2026.
  • Avant Capital bought 296 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $9.81K.
  • Schwab US Large-Cap Growth ETF made up 2.07% of Avant Capital's portfolio in Q2 2026, its #18 holding.
  • Avant Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.