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Citizens Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Citizens Financial Group’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 		$748K Buy
22,100
+1,889
+9% +$62.6K 0.01% 522
2026
Q1 		$589K Buy
20,211
+227
+1% +$7.06K 0.01% 503
2025
Q4 		$652K Sell
19,984
-605
-3% -$19.7K 0.01% 491
2025
Q3 		$657K Buy
20,589
+2,394
+13% +$73K 0.01% 483
2025
Q2 		$531K Buy
18,195
+3
+0% +$79 0.01% 459
2025
Q1 		$456K Buy
18,192
+2,126
+13% +$58.2K 0.01% 434
2024
Q4 		$448K Buy
16,066
+2
+0% +$55 0.01% 409
2024
Q3 		$418K Buy
16,064
+8
+0% +$201 0.01% 408
2024
Q2 		$405K Buy
+16,056
New +$379K 0.01% 400
2020
Q3 		– Sell
-2,392
Closed -$30K – 807
2020
Q2 		$30K Hold
2,392
– – ﹤0.01% 563
2020
Q1 		$24K Buy
2,392
+2,064
+629% +$23.5K ﹤0.01% 572
2019
Q4 		$4K Buy
+328
New +$3.62K ﹤0.01% 901

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citizens Financial Group's SCHG Position: Q2 2026 in Review

Citizens Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.3% in Q2 2026, buying an estimated $62.6K and bringing the position to 22,100 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #522.

Citizens Financial Group first reported a position in SCHG in Q4 2019 and has held it in 12 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Citizens Financial Group held 22,100 shares of Schwab US Large-Cap Growth ETF worth $748K as of Q2 2026.
  • Citizens Financial Group bought 1,889 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $62.6K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #522 holding.
  • Citizens Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 12 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.