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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tactive Advisors's SCHG Position: Q2 2026 in Review

Tactive Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.2% in Q2 2026, buying an estimated $113K and bringing the position to 85,523 shares worth $2.89M. The position accounts for 0.71% of the portfolio, ranked #36.

Tactive Advisors first reported a position in SCHG in Q4 2022 and has held it in 7 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Tactive Advisors held 85,523 shares of Schwab US Large-Cap Growth ETF worth $2.89M as of Q2 2026.
Tactive Advisors bought 3,415 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $113K.
Schwab US Large-Cap Growth ETF made up 0.71% of Tactive Advisors's portfolio in Q2 2026, its #36 holding.
Tactive Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 7 quarters since.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.