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Tred Avon Family Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tred Avon Family Wealth’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
Q1 		$340K Hold
11,670
– – 0.11% 209
2025
Q4 		$381K Buy
11,670
+154
+1% +$5.01K 0.12% 188
2025
Q3 		$367K Buy
+11,516
New +$351K 0.13% 184

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Tred Avon Family Wealth's SCHG Position: Q1 2026 in Review

Tred Avon Family Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 11,670 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #209.

Tred Avon Family Wealth first reported a position in SCHG in Q3 2025 and has held it in 3 quarters since. The position peaked at $381K in Q4 2025. 1,617 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Tred Avon Family Wealth held 11,670 shares of Schwab US Large-Cap Growth ETF worth $340K as of Q1 2026.
  • Tred Avon Family Wealth left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Tred Avon Family Wealth's portfolio in Q1 2026, its #209 holding.
  • Tred Avon Family Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Schwab US Large-Cap Growth ETF position peaked at $381K in Q4 2025.
  • 1,617 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.