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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
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

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Mariner
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Aviance Capital Partners's SCHG Position: Q1 2026 in Review

Aviance Capital Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,879 shares — an estimated $224K sold.

Aviance Capital Partners first reported a position in SCHG in Q2 2025 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Aviance Capital Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Aviance Capital Partners sold 6,879 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $224K.
  • Aviance Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 3 quarters.
  • Aviance Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $224K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.