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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Truvestments Capital's SCHG Position: Q1 2026 in Review

Truvestments Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Truvestments Capital first reported a position in SCHG in Q3 2018 and has held it in 12 quarters since. The position peaked at $141K in Q1 2020. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Truvestments Capital held 1 share of Schwab US Large-Cap Growth ETF worth $29 as of Q1 2026.
Truvestments Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #1150 holding.
Truvestments Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 12 quarters since.
Truvestments Capital's Schwab US Large-Cap Growth ETF position peaked at $141K in Q1 2020.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.