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 Q2	$1.27M	Buy	37,432 +12,084	+48%	+$400K	0.24%	37
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avion Wealth's SCHG Position: Q2 2026 in Review

Avion Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 48% in Q2 2026, buying an estimated $400K and bringing the position to 37,432 shares worth $1.27M. The position accounts for 0.24% of the portfolio, ranked #37.

Avion Wealth first reported a position in SCHG in Q2 2022 and has held it in 17 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Avion Wealth held 37,432 shares of Schwab US Large-Cap Growth ETF worth $1.27M as of Q2 2026.
Avion Wealth bought 12,084 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $400K.
Schwab US Large-Cap Growth ETF made up 0.24% of Avion Wealth's portfolio in Q2 2026, its #37 holding.
Avion Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.