Avion Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avion Wealth’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	$738K	Buy	25,348 +24,028	+1,820%	+$747K	0.15%	41
2025 Q4	$43K	Sell	1,320 -1,523	-54%	-$49.5K	0.01%	222
2025 Q3	$90K	Buy	2,843 +2	+0.1%	+$61	0.02%	166
2025 Q2	$83K	Buy	2,841 +2	+0.1%	+$53	0.02%	160
2025 Q1	$79K	Hold	2,839	–	–	0.02%	146
2024 Q4	$79K	Sell	2,839 -1	-0%	-$27	0.02%	146
2024 Q3	$73K	Sell	2,840 -2,368	-45%	-$59.6K	0.02%	148
2024 Q2	$131K	Buy	5,208 +756	+17%	+$17.8K	0.04%	94
2024 Q1	$104K	Hold	4,452	–	–	0.03%	114
2023 Q4	$92K	Hold	4,452	–	–	0.03%	116
2023 Q3	$80K	Hold	4,452	–	–	0.02%	117
2023 Q2	$83K	Hold	4,452	–	–	0.02%	123
2023 Q1	$61K	Hold	4,452	–	–	0.02%	136
2022 Q4	$62K	Hold	4,452	–	–	0.02%	129
2022 Q3	$62K	Buy	4,452 +452	+11%	+$7.08K	0.02%	130
2022 Q2	$58K	Buy	+4,000	New	+$63.9K	0.02%	130

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Avion Wealth's SCHG Position: Q1 2026 in Review

Avion Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1,820% in Q1 2026, buying an estimated $747K and bringing the position to 25,348 shares worth $738K. The position accounts for 0.15% of the portfolio, ranked #41.

Avion Wealth first reported a position in SCHG in Q2 2022 and has held it in 16 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Avion Wealth held 25,348 shares of Schwab US Large-Cap Growth ETF worth $738K as of Q1 2026.
Avion Wealth bought 24,028 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $747K.
Schwab US Large-Cap Growth ETF made up 0.15% of Avion Wealth's portfolio in Q1 2026, its #41 holding.
Avion Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.