Optivise Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Optivise Advisory Services’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	$1.69M	Buy	49,918 +1,148	+2%	+$38K	0.86%	28
2026 Q1	$1.42M	Buy	48,770 +1,611	+3%	+$50.1K	0.86%	26
2025 Q4	$1.54M	Sell	47,159 -2,963	-6%	-$96.4K	0.89%	28
2025 Q3	$1.6M	Buy	50,122 +650	+1%	+$19.8K	0.95%	24
2025 Q2	$1.45M	Buy	49,472 +631	+1%	+$16.7K	0.74%	33
2025 Q1	$1.22M	Buy	+48,841	New	+$1.34M	0.69%	35

Other funds holding SCHG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Optivise Advisory Services's SCHG Position: Q2 2026 in Review

Optivise Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q2 2026, buying an estimated $38K and bringing the position to 49,918 shares worth $1.69M. The position accounts for 0.86% of the portfolio, ranked #28.

Optivise Advisory Services first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 677 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Optivise Advisory Services held 49,918 shares of Schwab US Large-Cap Growth ETF worth $1.69M as of Q2 2026.
Optivise Advisory Services bought 1,148 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $38K.
Schwab US Large-Cap Growth ETF made up 0.86% of Optivise Advisory Services's portfolio in Q2 2026, its #28 holding.
Optivise Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
677 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.