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

TCI Wealth 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 		$963K Sell
28,452
-115
-0.4% -$3.81K 0.04% 118
2026
Q1 		$832K Buy
28,567
+301
+1% +$9.36K 0.04% 114
2025
Q4 		$922K Buy
28,266
+1,794
+7% +$58.3K 0.05% 100
2025
Q3 		$845K Sell
26,472
-1,536
-5% -$46.8K 0.05% 110
2025
Q2 		$818K Hold
28,008
– – 0.06% 109
2025
Q1 		$701K Hold
28,008
– – 0.06% 102
2024
Q4 		$781K Sell
28,008
-196
-0.7% -$5.36K 0.07% 92
2024
Q3 		$735K Buy
28,204
+6,904
+32% +$174K 0.06% 99
2024
Q2 		$537K Sell
21,300
-4,072
-16% -$96.1K 0.05% 116
2024
Q1 		$588K Hold
25,372
– – 0.06% 110
2023
Q4 		$526K Hold
25,372
– – 0.06% 112
2023
Q3 		$461K Sell
25,372
-140
-0.5% -$2.63K 0.06% 114
2023
Q2 		$478K Buy
25,512
+172
+0.7% +$2.95K 0.06% 113
2023
Q1 		$413K Sell
25,340
-2,768
-10% -$42K 0.05% 122
2022
Q4 		$390K Buy
28,108
+1,692
+6% +$24.3K 0.05% 117
2022
Q3 		$369K Buy
26,416
+1,076
+4% +$16.9K 0.06% 109
2022
Q2 		$367K Sell
25,340
-164
-0.6% -$2.62K 0.06% 120
2022
Q1 		$477K Sell
25,504
-688
-3% -$12.5K 0.07% 105
2021
Q4 		$536K Hold
26,192
– – 0.08% 98
2021
Q3 		$485K Hold
26,192
– – 0.07% 114
2021
Q2 		$478K Sell
26,192
-3,496
-12% -$60.5K 0.08% 116
2021
Q1 		$482K Sell
29,688
-1,640
-5% -$26.7K 0.2% 100
2020
Q4 		$503K Hold
31,328
– – 0.22% 102
2020
Q3 		$451K Hold
31,328
– – 0.18% 95
2020
Q2 		$398K Hold
31,328
– – 0.17% 95
2020
Q1 		$312K Buy
31,328
+1,448
+5% +$16.5K 0.15% 105
2019
Q4 		$347K Sell
29,880
-480
-2% -$5.29K 0.13% 117
2019
Q3 		$319K Hold
30,360
– – 0.14% 110
2019
Q2 		$316K Sell
30,360
-13,944
-31% -$142K 0.14% 108
2019
Q1 		$440K Buy
44,304
+13,336
+43% +$126K 0.19% 93
2018
Q4 		$267K Hold
30,968
– – 0.13% 118
2018
Q3 		$317K Sell
30,968
-1,256
-4% -$12.5K 0.13% 113
2018
Q2 		$305K Buy
32,224
+1,256
+4% +$11.7K 0.14% 110
2018
Q1 		$278K Sell
30,968
-4,800
-13% -$44.3K 0.13% 116
2017
Q4 		$316K Buy
35,768
+16,568
+86% +$142K 0.14% 117
2017
Q3 		$159K Sell
19,200
-560
-3% -$4.54K 0.08% 163
2017
Q2 		$156K Buy
19,760
+560
+3% +$4.36K 0.08% 161
2017
Q1 		$145K Hold
19,200
– – 0.08% 173
2016
Q4 		$134K Hold
19,200
– – 0.07% 189
2016
Q3 		$133K Hold
19,200
– – 0.07% 177
2016
Q2 		$126K Sell
19,200
-54,888
-74% -$361K 0.07% 172
2016
Q1 		$485K Hold
74,088
– – 0.27% 74
2015
Q4 		$489K Hold
74,088
– – 0.27% 74
2015
Q3 		$463K Hold
74,088
– – 0.28% 73
2015
Q2 		$497K Buy
74,088
+54,888
+286% +$374K 0.28% 70
2015
Q1 		$129K Buy
+19,200
New +$127K 0.08% 153

Other funds holding SCHG

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCI Wealth Advisors's SCHG Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.4% in Q2 2026, selling an estimated $3.81K and leaving 28,452 shares worth $963K. The position accounts for 0.04% of the portfolio, ranked #118.

TCI Wealth Advisors first reported a position in SCHG in Q1 2015 and has held it in 46 quarters since. 883 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • TCI Wealth Advisors held 28,452 shares of Schwab US Large-Cap Growth ETF worth $963K as of Q2 2026.
  • TCI Wealth Advisors sold 115 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $3.81K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of TCI Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • TCI Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2015 and has held it in 46 quarters since.
  • 883 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.