Raffa Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Raffa Wealth Management’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	$27.6K	Hold	815	–	–	﹤0.01%	241
2026 Q1	$23.7K	Hold	815	–	–	﹤0.01%	247
2025 Q4	$26.6K	Hold	815	–	–	﹤0.01%	229
2025 Q3	$26K	Hold	815	–	–	﹤0.01%	223
2025 Q2	$23.8K	Hold	815	–	–	﹤0.01%	249
2025 Q1	$20.4K	Hold	815	–	–	﹤0.01%	224
2024 Q4	$22.7K	Buy	+815	New	+$22.3K	0.01%	219
2021 Q3	–	Sell	-8,296	Closed	-$151K	–	1131
2021 Q2	$151K	Buy	+8,296	New	+$144K	0.05%	57

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Raffa Wealth Management's SCHG Position: Q2 2026 in Review

Raffa Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 815 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Raffa Wealth Management first reported a position in SCHG in Q2 2021 and has held it in 8 quarters since. The position peaked at $151K in Q2 2021. 1,612 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Raffa Wealth Management held 815 shares of Schwab US Large-Cap Growth ETF worth $27.6K as of Q2 2026.
Raffa Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #241 holding.
Raffa Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 8 quarters since.
Raffa Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $151K in Q2 2021.
1,612 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.