Avantra Family Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avantra Family 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 Q2	$214K	Buy	+6,325	New	+$210K	0.14%	163
2026 Q1	–	Sell	-7,549	Closed	-$246K	–	174
2025 Q4	$246K	Hold	7,549	–	–	0.18%	141
2025 Q3	$241K	Buy	+7,549	New	+$230K	0.18%	148
2025 Q2	–	Sell	-10,292	Closed	-$258K	–	158
2025 Q1	$258K	Hold	10,292	–	–	0.25%	130
2024 Q4	$287K	Buy	+10,292	New	+$281K	0.27%	121

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

Avantra Family Wealth's SCHG Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,325 shares worth $214K. The stake represents 0.14% of the portfolio and ranks #163 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in SCHG as recently as Q4 2025.

Avantra Family Wealth first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $287K in Q4 2024. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Avantra Family Wealth held 6,325 shares of Schwab US Large-Cap Growth ETF worth $214K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Avantra Family Wealth position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.14% of Avantra Family Wealth's portfolio in Q2 2026, its #163 holding.
Avantra Family Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
Avantra Family Wealth's Schwab US Large-Cap Growth ETF position peaked at $287K in Q4 2024.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.