HC Advisors, LLC SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 1803295
As of Jun 30, 2026, HC Advisors, LLC reported 299.45K SCHG (shares), valued at $10.13M, or 6.15% of its reported non-derivative portfolio. Filed Aug 7, 2026.
Verify history & sources →Shares increased 4.29%; reported value increased 21.15%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.15% | 299,455 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 5.60% | 287,141 | SEC filing ↗Filed May 5, 2026 |
| Q4 2025 | 5.73% | 253,826 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 5.15% | 229,793 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 4.04% | 196,027 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 3.76% | 200,271 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 4.46% | 199,528 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 4.49% | 52,376 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 5.17% | 55,574 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 2.55% | 57,674 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 2.83% | 60,924 | SEC filing ↗Filed Jan 25, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.83% | 60,924 | $5.05M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 2.55% | 57,674 | $5.35M | Shares decreased 5.33%; reported value increased 5.80%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 5.17% | 55,574 | $5.60M | Shares decreased 3.64%; reported value increased 4.80%, and weight changed +2.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 4.49% | 52,376 | $5.46M | Shares decreased 5.75%; reported value decreased 2.63%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 4.46% | 199,528 | $5.56M | Shares increased 280.95%; reported value increased 1.91%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 3.76% | 200,271 | $5.01M | Shares increased 0.37%; reported value decreased 9.82%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 4.04% | 196,027 | $5.73M | Shares decreased 2.12%; reported value increased 14.18%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 5.15% | 229,793 | $7.33M | Shares increased 17.23%; reported value increased 28.06%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 5.73% | 253,826 | $8.28M | Shares increased 10.46%; reported value increased 12.92%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 5.60% | 287,141 | $8.36M | Shares increased 13.13%; reported value increased 1.02%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 6.15% | 299,455 | $10.13M | Shares increased 4.29%; reported value increased 21.15%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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{"action":"portfolio","cik":"1803295","quarter":"2026Q2","cusip":"808524300"}
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.