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

Aveo Capital Partners’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 		– Sell
-9,132
Closed -$235K – 125
2025
Q1 		$235K Buy
+9,132
New +$250K 0.04% 162

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Aveo Capital Partners's SCHG Position: Q2 2025 in Review

Aveo Capital Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 9,132 shares — an estimated $235K sold.

Aveo Capital Partners first reported a position in SCHG in Q1 2025 and held it in 1 quarter. The position peaked at $235K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Aveo Capital Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 9,132 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $235K.
  • Aveo Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Aveo Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $235K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.