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

IVC 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 		$513K Hold
15,148
– – 0.2% 93
2026
Q1 		$441K Sell
15,148
-1,600
-10% -$49.7K 0.19% 95
2025
Q4 		$546K Sell
16,748
-523
-3% -$17K 0.24% 81
2025
Q3 		$551K Sell
17,271
-298
-2% -$9.08K 0.25% 74
2025
Q2 		$513K Sell
17,569
-974
-5% -$25.8K 0.25% 72
2025
Q1 		$464K Sell
18,543
-144
-0.8% -$3.94K 0.25% 81
2024
Q4 		$521K Sell
18,687
-209
-1% -$5.72K 0.29% 68
2024
Q3 		$492K Hold
18,896
– – 0.27% 78
2024
Q2 		$476K Sell
18,896
-480
-2% -$11.3K 0.27% 84
2024
Q1 		$449K Sell
19,376
-656
-3% -$14.5K 0.26% 88
2023
Q4 		$415K Sell
20,032
-36
-0.2% -$696 0.26% 87
2023
Q3 		$365K Sell
20,068
-328
-2% -$6.17K 0.24% 97
2023
Q2 		$382K Hold
20,396
– – 0.24% 97
2023
Q1 		$332K Hold
20,396
– – 0.24% 98
2022
Q4 		$283K Hold
20,396
– – 0.21% 115
2022
Q3 		$285K Sell
20,396
-5,480
-21% -$85.8K 0.23% 107
2022
Q2 		$375K Sell
25,876
-1,584
-6% -$25.3K 0.29% 84
2022
Q1 		$514K Buy
27,460
+4
+0% +$73 0.34% 72
2021
Q4 		$562K Hold
27,456
– – 0.36% 70
2021
Q3 		$508K Sell
27,456
-248
-0.9% -$4.72K 0.35% 74
2021
Q2 		$506K Sell
27,704
-8,112
-23% -$140K 0.36% 75
2021
Q1 		$581K Sell
35,816
-14,176
-28% -$231K 0.46% 64
2020
Q4 		$802K Buy
+49,992
New +$758K 0.77% 34

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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

IVC Wealth Advisors's SCHG Position: Q2 2026 in Review

IVC Wealth Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 15,148 shares worth $513K. The position accounts for 0.2% of the portfolio, ranked #93.

IVC Wealth Advisors first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $802K in Q4 2020. 347 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • IVC Wealth Advisors held 15,148 shares of Schwab US Large-Cap Growth ETF worth $513K as of Q2 2026.
  • IVC Wealth Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.2% of IVC Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • IVC Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $802K in Q4 2020.
  • 347 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.