RFN
SCHG icon

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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RDA Financial Network's SCHG Position: Q2 2026 in Review

RDA Financial Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.6% in Q2 2026, buying an estimated $117K and bringing the position to 56,782 shares worth $1.92M. The position accounts for 0.42% of the portfolio, ranked #59.

RDA Financial Network first reported a position in SCHG in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.34M in Q4 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • RDA Financial Network held 56,782 shares of Schwab US Large-Cap Growth ETF worth $1.92M as of Q2 2026.
  • RDA Financial Network bought 3,516 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $117K.
  • Schwab US Large-Cap Growth ETF made up 0.42% of RDA Financial Network's portfolio in Q2 2026, its #59 holding.
  • RDA Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 20 quarters since.
  • RDA Financial Network's Schwab US Large-Cap Growth ETF position peaked at $2.34M in Q4 2025.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.