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Colonial Trust Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Colonial Trust Advisors’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 		$21.1K Hold
625
– – ﹤0.01% 475
2026
Q1 		$18.2K Hold
625
– – ﹤0.01% 459
2025
Q4 		$20.4K Hold
625
– – ﹤0.01% 441
2025
Q3 		$19.9K Buy
+625
New +$19K ﹤0.01% 426
2024
Q2 		– Sell
-12
Closed -$278 – 983
2024
Q1 		$278 Buy
+12
New +$265 ﹤0.01% 950

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Colonial Trust Advisors's SCHG Position: Q2 2026 in Review

Colonial Trust Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 625 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Colonial Trust Advisors first reported a position in SCHG in Q1 2024 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Colonial Trust Advisors held 625 shares of Schwab US Large-Cap Growth ETF worth $21.1K as of Q2 2026.
  • Colonial Trust Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #475 holding.
  • Colonial Trust Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.