RCS Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RCS Financial Planning’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	$1.02M	Buy	30,012 +10	+0%	+$331	0.48%	34
2026 Q1	$874K	Buy	30,002 +13,812	+85%	+$429K	0.45%	41
2025 Q4	$528K	Sell	16,190 -493	-3%	-$16K	0.23%	63
2025 Q3	$532K	Buy	16,683 +6,916	+71%	+$211K	0.24%	64
2025 Q2	$285K	Buy	+9,767	New	+$258K	0.14%	71

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

RCS Financial Planning's SCHG Position: Q2 2026 in Review

RCS Financial Planning increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q2 2026, buying an estimated $331 and bringing the position to 30,012 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #34.

RCS Financial Planning first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

RCS Financial Planning held 30,012 shares of Schwab US Large-Cap Growth ETF worth $1.02M as of Q2 2026.
RCS Financial Planning bought 10 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $331.
Schwab US Large-Cap Growth ETF made up 0.48% of RCS Financial Planning's portfolio in Q2 2026, its #34 holding.
RCS Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.