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

Tactive 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	$2.64M	Sell	73,457 -12,066	-14%	-$423K	0.63%	43
2026 Q2	$2.89M	Buy	85,523 +3,415	+4%	+$113K	0.71%	36
2026 Q1	$2.39M	Buy	82,108 +4,964	+6%	+$154K	0.67%	39
2025 Q4	$2.52M	Buy	77,144 +10,089	+15%	+$328K	0.74%	38
2025 Q3	$2.14M	Buy	67,055 +3,153	+5%	+$96.1K	0.61%	46
2025 Q2	$1.87M	Buy	+63,902	New	+$1.69M	0.6%	43
2024 Q1	$547K	Buy	+23,612	New	+$522K	0.29%	65
2023 Q1	–	Sell	-16,540	Closed	-$230K	–	66
2022 Q4	$230K	Buy	+16,540	New	+$238K	0.15%	38

Other funds holding SCHG

TWM

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

FFN

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

MAM

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Tactive Advisors's SCHG Position: Q3 2026 in Review

Tactive Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q3 2026, selling an estimated $423K and leaving 73,457 shares worth $2.64M. The position accounts for 0.63% of the portfolio, ranked #43.

Tactive Advisors first reported a position in SCHG in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.89M in Q2 2026. 204 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Tactive Advisors held 73,457 shares of Schwab US Large-Cap Growth ETF worth $2.64M as of Q3 2026.
Tactive Advisors sold 12,066 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $423K.
Schwab US Large-Cap Growth ETF made up 0.63% of Tactive Advisors's portfolio in Q3 2026, its #43 holding.
Tactive Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
Tactive Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.89M in Q2 2026.
204 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.