Elevation Capital Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Elevation Capital Advisory’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	$6.96M	Buy	205,596 +71,233	+53%	+$2.36M	2.69%	16
2026 Q1	$3.91M	Buy	134,363 +11,976	+10%	+$372K	1.67%	27
2025 Q4	$3.99M	Buy	+122,387	New	+$3.98M	1.63%	27
2025 Q3	–	Sell	-417,929	Closed	-$12.2M	–	72
2025 Q2	$12.2M	Buy	+417,929	New	+$11M	4.89%	4
2024 Q4	–	Sell	-334,508	Closed	-$8.71M	–	72
2024 Q3	$8.71M	Sell	334,508 -23,304	-7%	-$586K	3.85%	10
2024 Q2	$9.02M	Buy	+357,812	New	+$8.44M	4.12%	12
2021 Q2	$408K	Buy	+22,272	New	+$385K	0.23%	16

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

Elevation Capital Advisory's SCHG Position: Q2 2026 in Review

Elevation Capital Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 53% in Q2 2026, buying an estimated $2.36M and bringing the position to 205,596 shares worth $6.96M. The position accounts for 2.69% of the portfolio, ranked #16.

Elevation Capital Advisory first reported a position in SCHG in Q2 2021 and has held it in 7 quarters since. The position peaked at $12.2M in Q2 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Elevation Capital Advisory held 205,596 shares of Schwab US Large-Cap Growth ETF worth $6.96M as of Q2 2026.
Elevation Capital Advisory bought 71,233 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.36M.
Schwab US Large-Cap Growth ETF made up 2.69% of Elevation Capital Advisory's portfolio in Q2 2026, its #16 holding.
Elevation Capital Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 7 quarters since.
Elevation Capital Advisory's Schwab US Large-Cap Growth ETF position peaked at $12.2M in Q2 2025.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.