Victrix Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Victrix Investment 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	–	Sell	-11,084	Closed	-$323K	–	95
2026 Q1	$323K	Buy	11,084 +216	+2%	+$6.71K	0.12%	85
2025 Q4	$355K	Buy	+10,868	New	+$353K	0.14%	81
2025 Q3	–	Sell	-11,282	Closed	-$330K	–	91
2025 Q2	$330K	Sell	11,282 -2,082	-16%	-$55K	0.15%	84
2025 Q1	$335K	Buy	+13,364	New	+$366K	0.18%	76

Other funds holding SCHG

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

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Victrix Investment Advisors's SCHG Position: Q2 2026 in Review

Victrix Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 11,084 shares — an estimated $323K sold.

Victrix Investment Advisors first reported a position in SCHG in Q1 2025 and held it in 4 quarters. The position peaked at $355K in Q4 2025. 519 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Victrix Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Victrix Investment Advisors sold 11,084 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $323K.
Victrix Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 4 quarters.
Victrix Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $355K in Q4 2025.
519 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.