AAS
SCHG icon

Avantax Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$160M Buy
5,466,642
+418,544
+8% +$11.1M 0.88% 15
2025
Q1 		$126M Buy
5,048,098
+916,001
+22% +$25.1M 0.77% 16
2024
Q4 		$115M Buy
4,132,097
+757,941
+22% +$20.7M 0.72% 17
2024
Q3 		$87.9M Buy
3,374,156
+313,180
+10% +$7.88M 0.58% 22
2024
Q2 		$77.2M Buy
3,060,976
+1,117,208
+57% +$26.4M 0.55% 22
2024
Q1 		$45.1M Buy
1,943,768
+433,248
+29% +$9.58M 0.4% 31
2023
Q4 		$31.3M Buy
1,510,520
+338,112
+29% +$6.54M 0.31% 37
2023
Q3 		$21.3M Buy
1,172,408
+56,912
+5% +$1.07M 0.24% 62
2023
Q2 		$20.9M Buy
1,115,496
+32,456
+3% +$556K 0.24% 70
2023
Q1 		$17.6M Sell
1,083,040
-181,220
-14% -$2.75M 0.22% 76
2022
Q4 		$17.6M Buy
1,264,260
+177,852
+16% +$2.56M 0.23% 65
2022
Q3 		$15.2M Buy
1,086,408
+115,040
+12% +$1.8M 0.23% 66
2022
Q2 		$14.1M Buy
971,368
+206,100
+27% +$3.29M 0.21% 74
2022
Q1 		$14.3M Buy
765,268
+106,364
+16% +$1.94M 0.2% 80
2021
Q4 		$13.5M Buy
658,904
+489,744
+290% +$9.79M 0.2% 83
2021
Q3 		$3.13M Buy
169,160
+33,408
+25% +$636K 0.05% 261
2021
Q2 		$2.48M Buy
135,752
+48,800
+56% +$844K 0.04% 291
2021
Q1 		$1.41M Buy
86,952
+19,456
+29% +$317K 0.03% 362
2020
Q4 		$1.08M Sell
67,496
-118,880
-64% -$1.8M 0.03% 380
2020
Q3 		$2.68M Buy
186,376
+115,824
+164% +$1.61M 0.04% 309
2020
Q2 		$896K Sell
70,552
-744
-1% -$8.68K 0.03% 365
2020
Q1 		$712K Buy
71,296
+26,264
+58% +$300K 0.02% 357
2019
Q4 		$525K Buy
+45,032
New +$496K 0.01% 461

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's SCHG Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.3% in Q2 2025, buying an estimated $11.1M and bringing the position to 5,466,642 shares worth $160M. The position accounts for 0.88% of the portfolio, ranked #15.

Avantax Advisory Services first reported a position in SCHG in Q4 2019 and has held it in 23 quarters since. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Avantax Advisory Services held 5,466,642 shares of Schwab US Large-Cap Growth ETF worth $160M as of Q2 2025.
  • Avantax Advisory Services bought 418,544 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $11.1M.
  • Schwab US Large-Cap Growth ETF made up 0.88% of Avantax Advisory Services's portfolio in Q2 2025, its #15 holding.
  • Avantax Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.