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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
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

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 $376B 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