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

Trifecta Capital 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 		$10.2K Hold
300
– – ﹤0.01% 256
2026
Q1 		$8.74K Hold
300
– – ﹤0.01% 236
2025
Q4 		$9.79K Hold
300
– – ﹤0.01% 226
2025
Q3 		$9.57K Buy
+300
New +$9.14K ﹤0.01% 241

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Trifecta Capital Advisors's SCHG Position: Q2 2026 in Review

Trifecta Capital Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 300 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Trifecta Capital Advisors first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Trifecta Capital Advisors held 300 shares of Schwab US Large-Cap Growth ETF worth $10.2K as of Q2 2026.
  • Trifecta Capital Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #256 holding.
  • Trifecta Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.