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Elevation Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Elevation Wealth Partners’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 		$255K Sell
7,528
-178
-2% -$5.9K 0.08% 117
2026
Q1 		$224K Hold
7,706
– – 0.08% 111
2025
Q4 		$251K Sell
7,706
-244
-3% -$7.94K 0.09% 105
2025
Q3 		$254K Hold
7,950
– – 0.09% 105
2025
Q2 		$232K Buy
7,950
+1
+0% +$26 0.09% 105
2025
Q1 		$199K Sell
7,949
-144
-2% -$3.94K 0.09% 109
2024
Q4 		$226K Buy
8,093
+1
+0% +$27 0.1% 108
2024
Q3 		$211K Hold
8,092
– – 0.09% 111
2024
Q2 		$204K Hold
8,092
– – 0.1% 106
2024
Q1 		$188K Sell
8,092
-236
-3% -$5.22K 0.09% 111
2023
Q4 		$151K Hold
8,328
– – 0.09% 118
2023
Q3 		$151K Sell
8,328
-232
-3% -$4.37K 0.13% 71
2023
Q2 		$160K Sell
8,560
-208
-2% -$3.57K 0.14% 73
2023
Q1 		$143K Buy
+8,768
New +$133K 0.13% 77

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's SCHG Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.3% in Q2 2026, selling an estimated $5.9K and leaving 7,528 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #117.

Elevation Wealth Partners first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Elevation Wealth Partners held 7,528 shares of Schwab US Large-Cap Growth ETF worth $255K as of Q2 2026.
  • Elevation Wealth Partners sold 178 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $5.9K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Elevation Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Elevation Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.