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 Q3	$1.99M	Buy	55,422 +5,504	+11%	+$193K	0.98%	28
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Optivise Advisory Services's SCHG Position: Q3 2026 in Review

Optivise Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q3 2026, buying an estimated $193K and bringing the position to 55,422 shares worth $1.99M. The position accounts for 0.98% of the portfolio, ranked #28.

Optivise Advisory Services first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Optivise Advisory Services held 55,422 shares of Schwab US Large-Cap Growth ETF worth $1.99M as of Q3 2026.
Optivise Advisory Services bought 5,504 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $193K.
Schwab US Large-Cap Growth ETF made up 0.98% of Optivise Advisory Services's portfolio in Q3 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 7 quarters since.
1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.