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Commonwealth Retirement Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Commonwealth Retirement Investments’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 		$154K Buy
+4,562
New +$151K 0.04% 139
2026
Q1 		– Sell
-3,171
Closed -$103K – 365
2025
Q4 		$103K Buy
+3,171
New +$103K 0.03% 147

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 22.9% 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

Commonwealth Retirement Investments's SCHG Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 4,562 shares worth $154K. The stake represents 0.04% of the portfolio and ranks #139 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in SCHG as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Commonwealth Retirement Investments held 4,562 shares of Schwab US Large-Cap Growth ETF worth $154K as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #139 holding.
  • Commonwealth Retirement Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.