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Aventus Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aventus Investment Advisors’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 		$2.66M Buy
78,463
+1,249
+2% +$41.4K 1.95% 10
2026
Q1 		$2.25M Sell
77,214
-1,736
-2% -$54K 1.9% 13
2025
Q4 		$2.58M Sell
78,950
-60
-0.1% -$1.95K 2.09% 12
2025
Q3 		$2.52M Sell
79,010
-1,996
-2% -$60.8K 2.15% 11
2025
Q2 		$2.37M Buy
+81,006
New +$2.14M 2.13% 11

Other funds holding SCHG

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Aventus Investment Advisors's SCHG Position: Q2 2026 in Review

Aventus Investment Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2026, buying an estimated $41.4K and bringing the position to 78,463 shares worth $2.66M. The position accounts for 1.95% of the portfolio, ranked #10.

Aventus Investment Advisors first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Aventus Investment Advisors held 78,463 shares of Schwab US Large-Cap Growth ETF worth $2.66M as of Q2 2026.
  • Aventus Investment Advisors bought 1,249 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $41.4K.
  • Schwab US Large-Cap Growth ETF made up 1.95% of Aventus Investment Advisors's portfolio in Q2 2026, its #10 holding.
  • Aventus Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.