Avity Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avity Investment Management’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	$2.88M	Sell	85,022 -60	-0.1%	-$1.99K	0.18%	51
2026 Q1	$2.48M	Hold	85,082	–	–	0.18%	52
2025 Q4	$2.78M	Sell	85,082 -1,500	-2%	-$48.8K	0.19%	46
2025 Q3	$2.76M	Buy	86,582 +37,325	+76%	+$1.14M	0.19%	45
2025 Q2	$1.44M	Sell	49,257 -235	-0.5%	-$6.21K	0.11%	57
2025 Q1	$1.24M	Buy	49,492 +29,956	+153%	+$820K	0.1%	56
2024 Q4	$544K	Buy	19,536 +432	+2%	+$11.8K	0.04%	72
2024 Q3	$498K	Buy	19,104 +4	+0%	+$101	0.04%	72
2024 Q2	$482K	Sell	19,100 -3,368	-15%	-$79.4K	0.04%	71
2024 Q1	$521K	Buy	22,468 +80	+0.4%	+$1.77K	0.04%	68
2023 Q4	$464K	Hold	22,388	–	–	0.04%	67
2023 Q3	$407K	Sell	22,388 -76,532	-77%	-$1.44M	0.04%	62
2023 Q2	$1.85M	Buy	98,920 +51,520	+109%	+$883K	0.17%	44
2023 Q1	$772K	Buy	+47,400	New	+$719K	0.08%	54

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Avity Investment Management's SCHG Position: Q2 2026 in Review

Avity Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q2 2026, selling an estimated $1.99K and leaving 85,022 shares worth $2.88M. The position accounts for 0.18% of the portfolio, ranked #51.

Avity Investment Management first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 622 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Avity Investment Management held 85,022 shares of Schwab US Large-Cap Growth ETF worth $2.88M as of Q2 2026.
Avity Investment Management sold 60 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.99K.
Schwab US Large-Cap Growth ETF made up 0.18% of Avity Investment Management's portfolio in Q2 2026, its #51 holding.
Avity Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
622 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.