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 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

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

Avant Capital's SCHG Position: Q1 2026 in Review

Avant Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.89% in Q1 2026, selling an estimated $27K and leaving 97,171 shares worth $2.83M. The position accounts for 1.99% of the portfolio, ranked #19.

Avant Capital first reported a position in SCHG in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.2M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Avant Capital held 97,171 shares of Schwab US Large-Cap Growth ETF worth $2.83M as of Q1 2026.
Avant Capital sold 868 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $27K.
Schwab US Large-Cap Growth ETF made up 1.99% of Avant Capital's portfolio in Q1 2026, its #19 holding.
Avant Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Schwab US Large-Cap Growth ETF position peaked at $3.2M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.