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

Avestar 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
Q2 		$3.62M Sell
107,024
-1,486
-1% -$49.2K 0.2% 85
2026
Q1 		$3.16M Buy
108,510
+2,783
+3% +$86.5K 0.2% 83
2025
Q4 		$3.45M Buy
105,727
+63
+0.1% +$2.05K 0.22% 77
2025
Q3 		$3.37M Sell
105,664
-2,275
-2% -$69.3K 0.22% 82
2025
Q2 		$3.15M Sell
107,939
-53,181
-33% -$1.41M 0.22% 81
2025
Q1 		$4.03M Sell
161,120
-35,369
-18% -$969K 0.35% 60
2024
Q4 		$5.48M Buy
196,489
+31,809
+19% +$870K 0.47% 44
2024
Q3 		$4.29M Buy
164,680
+3,372
+2% +$84.9K 0.44% 50
2024
Q2 		$4.07M Buy
+161,308
New +$3.81M 0.42% 55
2022
Q2 		– Sell
-61,296
Closed -$1.15M – 384
2022
Q1 		$1.15M Buy
61,296
+10,400
+20% +$190K 0.18% 114
2021
Q4 		$1.04M Hold
50,896
– – 0.13% 159
2021
Q3 		$942K Sell
50,896
-1,200
-2% -$22.9K 0.12% 195
2021
Q2 		$950K Sell
52,096
-40,288
-44% -$697K 0.13% 191
2021
Q1 		$1.62M Buy
92,384
+71,560
+344% +$1.16M 0.36% 49
2020
Q4 		$334K Sell
20,824
-31,904
-61% -$484K 0.09% 191
2020
Q3 		$770K Sell
52,728
-113,912
-68% -$1.59M 0.25% 86
2020
Q2 		$2.12M Sell
166,640
-5,128
-3% -$59.8K 0.93% 21
2020
Q1 		$1.71M Buy
171,768
+5,528
+3% +$63.1K 0.93% 22
2019
Q4 		$1.93M Buy
166,240
+2,256
+1% +$24.9K 1.09% 18
2019
Q3 		$1.72M Sell
163,984
-16,728
-9% -$176K 1.07% 20
2019
Q2 		$1.85M Buy
180,712
+17,928
+11% +$182K 1.17% 18
2019
Q1 		$1.58M Sell
162,784
-8,688
-5% -$82.2K 1.04% 19
2018
Q4 		$1.45M Sell
171,472
-1,048
-0.6% -$9.76K 0.99% 25
2018
Q3 		$1.74M Sell
172,520
-17,520
-9% -$175K 1.01% 27
2018
Q2 		$1.77M Buy
190,040
+40,104
+27% +$373K 1.12% 17
2018
Q1 		$1.32M Buy
149,936
+74,776
+99% +$689K 0.86% 19
2017
Q4 		$647K Buy
+75,160
New +$646K 0.48% 27

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avestar Capital's SCHG Position: Q2 2026 in Review

Avestar Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.4% in Q2 2026, selling an estimated $49.2K and leaving 107,024 shares worth $3.62M. The position accounts for 0.2% of the portfolio, ranked #85.

Avestar Capital first reported a position in SCHG in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.48M in Q4 2024. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Avestar Capital held 107,024 shares of Schwab US Large-Cap Growth ETF worth $3.62M as of Q2 2026.
  • Avestar Capital sold 1,486 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $49.2K.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Avestar Capital's portfolio in Q2 2026, its #85 holding.
  • Avestar Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 27 quarters since.
  • Avestar Capital's Schwab US Large-Cap Growth ETF position peaked at $5.48M in Q4 2024.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.