Procyon Advisors
SCHG icon

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

Procyon 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
Q3 		$218K Sell
6,078
-298
-5% -$10.4K 0.01% 533
2026
Q2 		$216K Buy
+6,376
New +$211K 0.01% 539

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Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Procyon Advisors's SCHG Position: Q3 2026 in Review

Procyon Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q3 2026, selling an estimated $10.4K and leaving 6,078 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #533.

Procyon Advisors first reported a position in SCHG in Q2 2026 and has held it in 2 quarters since. 1,289 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Procyon Advisors held 6,078 shares of Schwab US Large-Cap Growth ETF worth $218K as of Q3 2026.
  • Procyon Advisors sold 298 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $10.4K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Procyon Advisors's portfolio in Q3 2026, its #533 holding.
  • Procyon Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.