AIM
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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
Q3 		$3.05M Hold
85,022
– – 0.19% 50
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 $805M AUM 17.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Avity Investment Management's SCHG Position: Q3 2026 in Review

Avity Investment Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 85,022 shares worth $3.05M. The position accounts for 0.19% of the portfolio, ranked #50.

Avity Investment Management first reported a position in SCHG in Q1 2023 and has held it in 15 quarters since. 203 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Avity Investment Management held 85,022 shares of Schwab US Large-Cap Growth ETF worth $3.05M as of Q3 2026.
  • Avity Investment Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.19% of Avity Investment Management's portfolio in Q3 2026, its #50 holding.
  • Avity Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • 203 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Avity Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.