Savvy Advisors, Inc. SCHG holdings history
SCHWAB US LARGE-CAP GROWTH · CUSIP 808524300 · CIK 2003633
As of 2026-06-30, Savvy Advisors, Inc. reported 3.06M SCHG (shares), valued at $103.60M, or 2.22% of its reported non-derivative portfolio. Filed 2026-08-03.
Verify history & sources →Shares increased 6.92%; reported value increased 24.21%, and weight changed -0.02 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 | 2.22% | 3,061,326 | SEC filing ↗Filed Aug 3, 2026 |
| Q1 2026 | 2.24% | 2,863,182 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.50% | 2,371,128 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 2.40% | 1,637,120 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 2.35% | 1,208,229 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 2.26% | 899,049 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 1.17% | 347,915 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 0.88% | 41,433 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 0.84% | 25,470 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.21% | 4,023 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.62% | 7,716 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.62% | 7,716 | $640.15K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 0.21% | 4,023 | $373.01K | Shares decreased 47.86%; reported value decreased 41.73%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.84% | 25,470 | $2.57M | Shares increased 533.11%; reported value increased 588.56%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.88% | 41,433 | $4.32M | Shares increased 62.67%; reported value increased 68.06%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.17% | 347,915 | $9.70M | Shares increased 739.71%; reported value increased 124.64%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.26% | 899,049 | $22.51M | Shares increased 158.41%; reported value increased 132.17%, and weight changed +1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 2.35% | 1,208,229 | $35.29M | Shares increased 34.39%; reported value increased 56.77%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.40% | 1,637,120 | $52.24M | Shares increased 35.50%; reported value increased 48.02%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 2.50% | 2,371,128 | $77.35M | Shares increased 44.84%; reported value increased 48.06%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 2.24% | 2,863,182 | $83.40M | Shares increased 20.75%; reported value increased 7.83%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.22% | 3,061,326 | $103.60M | Shares increased 6.92%; reported value increased 24.21%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 3, 2026 |
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