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Golden Reserve Retirement’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Golden Reserve Retirement’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 		$144M Buy
4,249,804
+188,310
+5% +$6.24M 22.65% 2
2026
Q1 		$118M Sell
4,061,494
-46,059
-1% -$1.43M 24.41% 2
2025
Q4 		$134M Buy
4,107,553
+519,203
+14% +$16.9M 24.74% 2
2025
Q3 		$115M Buy
3,588,350
+469,943
+15% +$14.3M 29.72% 2
2025
Q2 		$91M Buy
3,118,407
+338,665
+12% +$8.95M 29.21% 2
2025
Q1 		$69.6M Buy
+2,779,742
New +$76.1M 27.68% 2

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Golden Reserve Retirement's SCHG Position: Q2 2026 in Review

Golden Reserve Retirement increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.6% in Q2 2026, buying an estimated $6.24M and bringing the position to 4,249,804 shares worth $144M. The position accounts for 22.65% of the portfolio, ranked #2.

Golden Reserve Retirement first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Golden Reserve Retirement held 4,249,804 shares of Schwab US Large-Cap Growth ETF worth $144M as of Q2 2026.
  • Golden Reserve Retirement bought 188,310 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $6.24M.
  • Schwab US Large-Cap Growth ETF made up 22.65% of Golden Reserve Retirement's portfolio in Q2 2026, its #2 holding.
  • Golden Reserve Retirement first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.