Crux Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crux Wealth 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	$2.81M	Sell	83,023 -353	-0.4%	-$11.7K	0.97%	29
2026 Q1	$2.43M	Sell	83,376 -8,809	-10%	-$274K	0.93%	33
2025 Q4	$3.01M	Sell	92,185 -742	-0.8%	-$24.1K	1.12%	25
2025 Q3	$2.97M	Sell	92,927 -48	-0.1%	-$1.46K	1.18%	24
2025 Q2	$2.72M	Buy	92,975 +562	+0.6%	+$14.9K	1.16%	23
2025 Q1	$2.31M	Sell	92,413 -1,158	-1%	-$31.7K	1.2%	22
2024 Q4	$2.61M	Buy	+93,571	New	+$2.56M	1.45%	21

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

Crux Wealth Advisors's SCHG Position: Q2 2026 in Review

Crux Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.42% in Q2 2026, selling an estimated $11.7K and leaving 83,023 shares worth $2.81M. The position accounts for 0.97% of the portfolio, ranked #29.

Crux Wealth Advisors first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Crux Wealth Advisors held 83,023 shares of Schwab US Large-Cap Growth ETF worth $2.81M as of Q2 2026.
Crux Wealth Advisors sold 353 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $11.7K.
Schwab US Large-Cap Growth ETF made up 0.97% of Crux Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Crux Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.01M in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.