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Red Tortoise LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Red Tortoise LLC’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 		– Sell
-1
Closed -$21 – 611
2025
Q4 		$21 Hold
1
– – ﹤0.01% 598
2025
Q3 		$21 Hold
1
– – ﹤0.01% 588
2025
Q2 		$19 Hold
1
– – ﹤0.01% 593
2025
Q1 		$16 Sell
1
-563
-100% -$15.4K ﹤0.01% 576
2024
Q4 		$15.7K Buy
+564
New +$15.4K 0.01% 187

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MG
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Red Tortoise LLC's SCHG Position: Q1 2026 in Review

Red Tortoise LLC sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 1 share — an estimated $21 sold.

Red Tortoise LLC first reported a position in SCHG in Q4 2024 and held it in 5 quarters. The position peaked at $15.7K in Q4 2024. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Red Tortoise LLC reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Red Tortoise LLC sold 1 Schwab US Large-Cap Growth ETF share in Q1 2026, an estimated $21.
  • Red Tortoise LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 5 quarters.
  • Red Tortoise LLC's Schwab US Large-Cap Growth ETF position peaked at $15.7K in Q4 2024.
  • 1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.