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

Truvestments Capital’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	$158K	Buy	4,659 +4,658	+465,800%	+$154K	0.02%	349
2026 Q1	$29	Hold	1	–	–	﹤0.01%	1150
2025 Q4	$33	Sell	1 -674	-100%	-$21.9K	﹤0.01%	1006
2025 Q3	$21.5K	Buy	675 +672	+22,400%	+$20.5K	﹤0.01%	582
2025 Q2	$88	Hold	3	–	–	﹤0.01%	933
2025 Q1	$75	Buy	3 +1	+50%	+$27	﹤0.01%	1005
2024 Q4	$56	Buy	+2	New	+$55	﹤0.01%	998
2020 Q3	–	Sell	-1,600	Closed	-$20K	–	505
2020 Q2	$20K	Sell	1,600 -12,592	-89%	-$147K	0.02%	307
2020 Q1	$141K	Buy	+14,192	New	+$162K	0.18%	107
2019 Q4	–	Sell	-1,808	Closed	-$19K	–	496
2019 Q3	$19K	Hold	1,808	–	–	0.01%	417
2019 Q2	$19K	Hold	1,808	–	–	0.01%	437
2019 Q1	$18K	Buy	+1,808	New	+$17.1K	0.01%	420
2018 Q3	$19K	Buy	+1,808	New	+$18K	0.01%	524

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Truvestments Capital's SCHG Position: Q2 2026 in Review

Truvestments Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 465,800% in Q2 2026, buying an estimated $154K and bringing the position to 4,659 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #349.

Truvestments Capital first reported a position in SCHG in Q3 2018 and has held it in 13 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Truvestments Capital held 4,659 shares of Schwab US Large-Cap Growth ETF worth $158K as of Q2 2026.
Truvestments Capital bought 4,658 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $154K.
Schwab US Large-Cap Growth ETF made up 0.02% of Truvestments Capital's portfolio in Q2 2026, its #349 holding.
Truvestments Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 13 quarters since.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.