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CVA Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

CVA Family Office’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 		$14.9M Buy
439,964
+6,476
+1% +$215K 1.35% 19
2026
Q1 		$12.6M Buy
433,488
+30,481
+8% +$948K 1.33% 20
2025
Q4 		$13.1M Buy
403,007
+169,224
+72% +$5.5M 1.51% 17
2025
Q3 		$7.46M Buy
233,783
+67,117
+40% +$2.05M 0.96% 26
2025
Q2 		$4.87M Buy
166,666
+13,633
+9% +$360K 0.68% 35
2025
Q1 		$3.83M Buy
153,033
+40,129
+36% +$1.1M 0.59% 37
2024
Q4 		$3.15M Buy
112,904
+532
+0.5% +$14.5K 0.5% 44
2024
Q3 		$2.93M Buy
112,372
+28,080
+33% +$707K 0.48% 45
2024
Q2 		$2.13M Buy
84,292
+9,968
+13% +$235K 0.38% 47
2024
Q1 		$1.72M Buy
74,324
+6,212
+9% +$137K 0.31% 58
2023
Q4 		$1.41M Buy
68,112
+52,628
+340% +$1.02M 0.28% 57
2023
Q3 		$281K Buy
15,484
+3,124
+25% +$58.8K 0.06% 178
2023
Q2 		$232K Buy
12,360
+2,780
+29% +$47.7K 0.05% 203
2023
Q1 		$156K Sell
9,580
-2,000
-17% -$30.4K 0.03% 246
2022
Q4 		$161K Buy
11,580
+4
+0% +$58 0.04% 230
2022
Q3 		$162K Hold
11,576
– – 0.04% 194
2022
Q2 		$168K Buy
11,576
+4
+0% +$64 0.05% 181
2022
Q1 		$216K Sell
11,572
-4
-0% -$73 0.05% 171
2021
Q4 		$237K Buy
11,576
+8
+0.1% +$160 0.06% 157
2021
Q3 		$166K Hold
11,568
– – 0.12% 93
2021
Q2 		$211K Hold
11,568
– – 0.06% 156
2021
Q1 		$188K Hold
11,568
– – 0.07% 127
2020
Q4 		$186K Hold
11,568
– – 0.11% 98
2020
Q3 		$166K Buy
11,568
+8
+0.1% +$112 0.12% 93
2020
Q2 		$147K Buy
11,560
+4,000
+53% +$46.6K 0.12% 93
2020
Q1 		$75K Buy
+7,560
New +$86.2K 0.08% 115

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

CVA Family Office's SCHG Position: Q2 2026 in Review

CVA Family Office increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q2 2026, buying an estimated $215K and bringing the position to 439,964 shares worth $14.9M. The position accounts for 1.35% of the portfolio, ranked #19.

CVA Family Office first reported a position in SCHG in Q1 2020 and has held it in 26 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • CVA Family Office held 439,964 shares of Schwab US Large-Cap Growth ETF worth $14.9M as of Q2 2026.
  • CVA Family Office bought 6,476 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $215K.
  • Schwab US Large-Cap Growth ETF made up 1.35% of CVA Family Office's portfolio in Q2 2026, its #19 holding.
  • CVA Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.