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Rainey & Randall Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Rainey & Randall Wealth Advisors’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 		$90.8M Buy
3,117,623
+20,849
+0.7% +$648K 14.75% 2
2025
Q4 		$101M Buy
3,096,774
+11,370
+0.4% +$370K 16.48% 1
2025
Q3 		$98.5M Sell
3,085,404
-3,016
-0.1% -$91.9K 16.45% 1
2025
Q2 		$90.2M Sell
3,088,420
-1,807
-0.1% -$47.8K 16.52% 1
2025
Q1 		$77.4M Buy
3,090,227
+20,791
+0.7% +$569K 15.14% 2
2024
Q4 		$85.5M Buy
3,069,436
+752,276
+32% +$20.6M 16.96% 1
2024
Q3 		$60.3M Buy
2,317,160
+95,128
+4% +$2.39M 12.96% 2
2024
Q2 		$56.1M Buy
2,222,032
+22,612
+1% +$533K 13.23% 2
2024
Q1 		$51M Buy
2,199,420
+52,548
+2% +$1.16M 11.92% 3
2023
Q4 		$44.5M Buy
2,146,872
+51,356
+2% +$993K 11.36% 4
2023
Q3 		$38.1M Buy
2,095,516
+105,048
+5% +$1.98M 11.01% 4
2023
Q2 		$37.3M Buy
1,990,468
+162,820
+9% +$2.79M 11.08% 4
2023
Q1 		$29.8M Buy
1,827,648
+72,444
+4% +$1.1M 9.55% 5
2022
Q4 		$24.4M Buy
1,755,204
+404,292
+30% +$5.81M 8.58% 5
2022
Q3 		$18.8M Buy
1,350,912
+282,384
+26% +$4.42M 7.28% 4
2022
Q2 		$15.5M Buy
1,068,528
+124,224
+13% +$1.99M 6.08% 6
2022
Q1 		$17.7M Buy
944,304
+196,008
+26% +$3.57M 6.39% 6
2021
Q4 		$15.3M Buy
748,296
+114,320
+18% +$2.29M 6.29% 5
2021
Q3 		$11.7M Buy
633,976
+37,280
+6% +$710K 5.6% 7
2021
Q2 		$10.9M Buy
596,696
+42,600
+8% +$737K 5.33% 8
2021
Q1 		$8.99M Buy
554,096
+69,064
+14% +$1.12M 4.85% 8
2020
Q4 		$7.79M Buy
485,032
+57,768
+14% +$876K 4.62% 8
2020
Q3 		$6.15M Buy
427,264
+2,560
+0.6% +$35.7K 4.24% 9
2020
Q2 		$5.39M Buy
424,704
+128,496
+43% +$1.5M 6.26% 7
2020
Q1 		$2.95M Buy
296,208
+624
+0.2% +$7.12K 4.62% 7
2019
Q4 		$3.43M Buy
295,584
+19,336
+7% +$213K 3.03% 10
2019
Q3 		$2.9M Buy
276,248
+2,544
+0.9% +$26.8K 2.88% 10
2019
Q2 		$2.85M Buy
273,704
+2,040
+0.8% +$20.7K 2.65% 11
2019
Q1 		$2.7M Buy
271,664
+47,464
+21% +$449K 1.89% 12
2018
Q4 		$1.93M Buy
+224,200
New +$2.09M 1.53% 14

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

Rainey & Randall Wealth Advisors's SCHG Position: Q1 2026 in Review

Rainey & Randall Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.67% in Q1 2026, buying an estimated $648K and bringing the position to 3,117,623 shares worth $90.8M. The position accounts for 14.75% of the portfolio, ranked #2.

Rainey & Randall Wealth Advisors first reported a position in SCHG in Q4 2018 and has held it in 30 quarters since. The position peaked at $101M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Rainey & Randall Wealth Advisors held 3,117,623 shares of Schwab US Large-Cap Growth ETF worth $90.8M as of Q1 2026.
  • Rainey & Randall Wealth Advisors bought 20,849 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $648K.
  • Schwab US Large-Cap Growth ETF made up 14.75% of Rainey & Randall Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Rainey & Randall Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Rainey & Randall Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $101M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.