Avestar Capital
SCHG icon

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
Q3 		$3.8M Sell
105,727
-1,297
-1% -$45.5K 0.3% 71
2026
Q2 		$3.62M Sell
107,024
-1,486
-1% -$49.2K 0.2% 86
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 0.41% 56
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% -$9.8K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Avestar Capital's SCHG Position: Q3 2026 in Review

Avestar Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q3 2026, selling an estimated $45.5K and leaving 105,727 shares worth $3.8M. The position accounts for 0.3% of the portfolio, ranked #71.

Avestar Capital first reported a position in SCHG in Q4 2017 and has held it in 28 quarters since. The position peaked at $5.48M in Q4 2024. 1,360 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Avestar Capital held 105,727 shares of Schwab US Large-Cap Growth ETF worth $3.8M as of Q3 2026.
  • Avestar Capital sold 1,297 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $45.5K.
  • Schwab US Large-Cap Growth ETF made up 0.3% of Avestar Capital's portfolio in Q3 2026, its #71 holding.
  • Avestar Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • Avestar Capital's Schwab US Large-Cap Growth ETF position peaked at $5.48M in Q4 2024.
  • 1,360 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.