CRC
SCHG icon

Curi RMB Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Curi RMB Capital’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
Q1 		$3.11M Sell
106,933
-6,158
-5% -$191K 0.06% 274
2025
Q4 		$3.69M Sell
113,091
-1,351
-1% -$43.9K 0.06% 252
2025
Q3 		$3.65M Sell
114,442
-1,883
-2% -$57.4K 0.07% 248
2025
Q2 		$3.4M Buy
116,325
+11,788
+11% +$312K 0.06% 257
2025
Q1 		$2.62M Sell
104,537
-14,834
-12% -$406K 0.06% 244
2024
Q4 		$3.33M Sell
119,371
-4,049
-3% -$111K 0.08% 225
2024
Q3 		$3.21M Sell
123,420
-1,536
-1% -$38.7K 0.07% 225
2024
Q2 		$3.15M Sell
124,956
-1,872
-1% -$44.2K 0.08% 223
2024
Q1 		$2.94M Buy
126,828
+110,476
+676% +$2.44M 0.07% 233
2023
Q4 		$339K Buy
16,352
+2,016
+14% +$39K 0.01% 433
2023
Q3 		$261K Hold
14,336
– – 0.01% 449
2023
Q2 		$269K Hold
14,336
– – 0.01% 453
2023
Q1 		$234K Buy
+14,336
New +$218K 0.01% 454
2022
Q4 		– Sell
-14,336
Closed -$200K – 492
2022
Q3 		$200K Hold
14,336
– – 0.01% 456
2022
Q2 		$208K Buy
14,336
+1,320
+10% +$21.1K 0.01% 455
2022
Q1 		$243K Sell
13,016
-1,448
-10% -$26.4K 0.01% 415
2021
Q4 		$296K Hold
14,464
– – 0.01% 405
2021
Q3 		$268K Hold
14,464
– – 0.01% 406
2021
Q2 		$264K Hold
14,464
– – 0.01% 423
2021
Q1 		$235K Sell
14,464
-4,616
-24% -$75.1K 0.01% 423
2020
Q4 		$306K Hold
19,080
– – 0.01% 495
2020
Q3 		$275K Buy
+19,080
New +$266K 0.01% 510

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Curi RMB Capital's SCHG Position: Q1 2026 in Review

Curi RMB Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.4% in Q1 2026, selling an estimated $191K and leaving 106,933 shares worth $3.11M. The position accounts for 0.06% of the portfolio, ranked #274.

Curi RMB Capital first reported a position in SCHG in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.69M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Curi RMB Capital held 106,933 shares of Schwab US Large-Cap Growth ETF worth $3.11M as of Q1 2026.
  • Curi RMB Capital sold 6,158 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $191K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Curi RMB Capital's portfolio in Q1 2026, its #274 holding.
  • Curi RMB Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 22 quarters since.
  • Curi RMB Capital's Schwab US Large-Cap Growth ETF position peaked at $3.69M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.