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 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

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

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

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return