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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Colonial Trust Advisors's SCHG Position: Q1 2026 in Review

Colonial Trust Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 625 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Colonial Trust Advisors first reported a position in SCHG in Q1 2024 and has held it in 4 quarters since. The position peaked at $20.4K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Colonial Trust Advisors held 625 shares of Schwab US Large-Cap Growth ETF worth $18.2K as of Q1 2026.
  • Colonial Trust Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #459 holding.
  • Colonial Trust Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Colonial Trust Advisors's Schwab US Large-Cap Growth ETF position peaked at $20.4K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.