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RDA Financial Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RDA Financial Network’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
Q3 		$2.39M Buy
66,642
+9,860
+17% +$346K 0.52% 52
2026
Q2 		$1.92M Buy
56,782
+3,516
+7% +$117K 0.42% 59
2026
Q1 		$1.55M Sell
53,266
-18,425
-26% -$573K 0.39% 70
2025
Q4 		$2.34M Buy
71,691
+14,229
+25% +$463K 0.56% 46
2025
Q3 		$1.83M Buy
57,462
+16,498
+40% +$503K 0.45% 68
2025
Q2 		$1.2M Buy
40,964
+6,452
+19% +$171K 0.32% 93
2025
Q1 		$864K Buy
34,512
+2,372
+7% +$65K 0.26% 100
2024
Q4 		$896K Buy
32,140
+952
+3% +$26K 0.26% 103
2024
Q3 		$812K Sell
31,188
-7,956
-20% -$200K 0.25% 106
2024
Q2 		$987K Sell
39,144
-2,104
-5% -$49.6K 0.32% 89
2024
Q1 		$956K Sell
41,248
-3,680
-8% -$81.4K 0.33% 87
2023
Q4 		$932K Buy
44,928
+6,112
+16% +$118K 0.35% 81
2023
Q3 		$706K Sell
38,816
-8,416
-18% -$158K 0.31% 86
2023
Q2 		$885K Buy
47,232
+3,260
+7% +$55.9K 0.37% 75
2023
Q1 		$716K Sell
43,972
-7,184
-14% -$109K 0.33% 86
2022
Q4 		$711K Buy
51,156
+5,664
+12% +$81.4K 0.36% 84
2022
Q3 		$635K Buy
45,492
+7,632
+20% +$120K 0.35% 84
2022
Q2 		$549K Buy
37,860
+224
+0.6% +$3.58K 0.28% 95
2022
Q1 		$704K Buy
37,636
+26,084
+226% +$476K 0.3% 87
2021
Q4 		$236K Buy
+11,552
New +$231K 0.1% 190
2019
Q4 		– Sell
-24,008
Closed -$269K – 258
2019
Q3 		$269K Buy
+24,008
New +$253K 0.11% 184

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

RDA Financial Network's SCHG Position: Q3 2026 in Review

RDA Financial Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q3 2026, buying an estimated $346K and bringing the position to 66,642 shares worth $2.39M. The position accounts for 0.52% of the portfolio, ranked #52.

RDA Financial Network first reported a position in SCHG in Q3 2019 and has held it in 21 quarters since. 257 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • RDA Financial Network held 66,642 shares of Schwab US Large-Cap Growth ETF worth $2.39M as of Q3 2026.
  • RDA Financial Network bought 9,860 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $346K.
  • Schwab US Large-Cap Growth ETF made up 0.52% of RDA Financial Network's portfolio in Q3 2026, its #52 holding.
  • RDA Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 21 quarters since.
  • 257 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.