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

RBA 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
Q1 		$697K Buy
23,912
+325
+1% +$10.1K 0.25% 59
2025
Q4 		$770K Buy
23,587
+694
+3% +$22.6K 0.26% 61
2025
Q3 		$731K Buy
22,893
+788
+4% +$24K 0.25% 61
2025
Q2 		$646K Buy
22,105
+607
+3% +$16K 0.24% 63
2025
Q1 		$538K Buy
21,498
+83
+0.4% +$2.27K 0.21% 63
2024
Q4 		$597K Sell
21,415
-885
-4% -$24.2K 0.23% 60
2024
Q3 		$581K Buy
22,300
+404
+2% +$10.2K 0.22% 60
2024
Q2 		$552K Buy
21,896
+196
+0.9% +$4.62K 0.22% 61
2024
Q1 		$503K Buy
21,700
+420
+2% +$9.29K 0.2% 62
2023
Q4 		$441K Sell
21,280
-92
-0.4% -$1.78K 0.19% 63
2023
Q3 		$389K Sell
21,372
-1,452
-6% -$27.3K 0.19% 65
2023
Q2 		$428K Sell
22,824
-3,936
-15% -$67.5K 0.2% 64
2023
Q1 		$436K Buy
26,760
+2,320
+9% +$35.2K 0.22% 62
2022
Q4 		$339K Buy
24,440
+1,476
+6% +$21.2K 0.18% 70
2022
Q3 		$320K Buy
22,964
+1,896
+9% +$29.7K 0.18% 68
2022
Q2 		$305K Sell
21,068
-124
-0.6% -$1.98K 0.17% 74
2022
Q1 		$396K Buy
21,192
+208
+1% +$3.79K 0.19% 72
2021
Q4 		$429K Buy
+20,984
New +$419K 0.2% 76
2021
Q1 		– Sell
-21,856
Closed -$351K – 254
2020
Q4 		$351K Sell
21,856
-872
-4% -$13.2K 0.21% 82
2020
Q3 		$327K Buy
22,728
+560
+3% +$7.8K 0.22% 83
2020
Q2 		$281K Buy
22,168
+840
+4% +$9.79K 0.2% 86
2020
Q1 		$212K Buy
21,328
+456
+2% +$5.2K 0.18% 90
2019
Q4 		$242K Sell
20,872
-1,576
-7% -$17.4K 0.16% 93
2019
Q3 		$236K Sell
22,448
-16
-0.1% -$169 0.18% 83
2019
Q2 		$234K Buy
22,464
+384
+2% +$3.9K 0.18% 77
2019
Q1 		$224K Buy
+22,080
New +$209K 0.17% 75

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

RBA Wealth Management's SCHG Position: Q1 2026 in Review

RBA Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.4% in Q1 2026, buying an estimated $10.1K and bringing the position to 23,912 shares worth $697K. The position accounts for 0.25% of the portfolio, ranked #59.

RBA Wealth Management first reported a position in SCHG in Q1 2019 and has held it in 26 quarters since. The position peaked at $770K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • RBA Wealth Management held 23,912 shares of Schwab US Large-Cap Growth ETF worth $697K as of Q1 2026.
  • RBA Wealth Management bought 325 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $10.1K.
  • Schwab US Large-Cap Growth ETF made up 0.25% of RBA Wealth Management's portfolio in Q1 2026, its #59 holding.
  • RBA Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 26 quarters since.
  • RBA Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $770K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.