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

Aviance 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
2026
Q2 		$258K Buy
+7,619
New +$252K 0.03% 341
2026
Q1 		– Sell
-6,879
Closed -$224K – 381
2025
Q4 		$224K Buy
6,879
+1
+0% +$33 0.03% 343
2025
Q3 		$219K Hold
6,878
– – 0.03% 343
2025
Q2 		$201K Buy
+6,878
New +$182K 0.03% 339

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aviance Capital Partners's SCHG Position: Q2 2026 in Review

Aviance Capital Partners opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 7,619 shares worth $258K. The stake represents 0.03% of the portfolio and ranks #341 among its holdings. This is a return to the name: Aviance Capital Partners previously reported a position in SCHG as recently as Q4 2025.

Aviance Capital Partners first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Aviance Capital Partners held 7,619 shares of Schwab US Large-Cap Growth ETF worth $258K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Aviance Capital Partners position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #341 holding.
  • Aviance Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.