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

Foster Victor 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 		$3.36M Sell
97,061
-4,864
-5% -$161K 0.18% 114
2026
Q1 		$3.21M Sell
101,925
-131,307
-56% -$4.08M 0.18% 106
2025
Q4 		$7.55M Buy
233,232
+8,548
+4% +$278K 0.44% 89
2025
Q3 		$7.21M Buy
224,684
+118,630
+112% +$3.62M 0.45% 90
2025
Q2 		$3.12M Sell
106,054
-9,175
-8% -$243K 0.21% 102
2025
Q1 		$2.81M Sell
115,229
-128,768
-53% -$3.53M 0.23% 98
2024
Q4 		$6.9M Sell
243,997
-33,751
-12% -$923K 0.53% 80
2024
Q3 		$7.31M Sell
277,748
-1,460
-0.5% -$36.7K 0.59% 75
2024
Q2 		$7.3M Sell
279,208
-25,068
-8% -$591K 0.61% 65
2024
Q1 		$7.09M Sell
304,276
-30,696
-9% -$679K 0.65% 65
2023
Q4 		$6.9M Sell
334,972
-41,804
-11% -$809K 0.71% 59
2023
Q3 		$7.01M Sell
376,776
-28,332
-7% -$533K 0.82% 56
2023
Q2 		$7.59M Sell
405,108
-31,132
-7% -$534K 0.84% 52
2023
Q1 		$7.1M Buy
436,240
+254,880
+141% +$3.87M 0.86% 48
2022
Q4 		$2.51M Buy
181,360
+4,348
+2% +$62.5K 0.32% 81
2022
Q3 		$2.59M Sell
177,012
-468
-0.3% -$7.33K 0.38% 73
2022
Q2 		$2.66M Buy
177,480
+3,764
+2% +$60.2K 0.4% 74
2022
Q1 		$3.18M Sell
173,716
-229,420
-57% -$4.18M 0.44% 73
2021
Q4 		$7.94M Buy
403,136
+1,504
+0.4% +$30.1K 1.08% 34
2021
Q3 		$7.43M Buy
401,632
+224,024
+126% +$4.27M 1.19% 32
2021
Q2 		$3.24M Sell
177,608
-1,296
-0.7% -$22.4K 0.54% 61
2021
Q1 		$3.12M Sell
178,904
-191,528
-52% -$3.12M 0.58% 53
2020
Q4 		$5.95M Sell
370,432
-3,216
-0.9% -$48.8K 1.36% 26
2020
Q3 		$5.38M Sell
373,648
-40,984
-10% -$571K 1.46% 22
2020
Q2 		$5.26M Buy
414,632
+258,848
+166% +$3.02M 1.75% 14
2020
Q1 		$1.66M Sell
155,784
-214,040
-58% -$2.44M 0.73% 44
2019
Q4 		$4.38M Buy
369,824
+60,072
+19% +$662K 1.9% 6
2019
Q3 		$3.24M Buy
309,752
+127,472
+70% +$1.34M 1.8% 8
2019
Q2 		$1.92M Sell
182,280
-19,064
-9% -$194K 1.41% 9
2019
Q1 		$2M Sell
201,344
-89,096
-31% -$843K 1.56% 9
2018
Q4 		$2.5M Buy
+290,440
New +$2.71M 2.36% 6

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

Foster Victor Wealth Advisors's SCHG Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.8% in Q2 2026, selling an estimated $161K and leaving 97,061 shares worth $3.36M. The position accounts for 0.18% of the portfolio, ranked #114.

Foster Victor Wealth Advisors first reported a position in SCHG in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.94M in Q4 2021. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Foster Victor Wealth Advisors held 97,061 shares of Schwab US Large-Cap Growth ETF worth $3.36M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 4,864 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $161K.
  • Schwab US Large-Cap Growth ETF made up 0.18% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Foster Victor Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $7.94M in Q4 2021.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.