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

REDW Wealth’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	$299K	Hold	10,248	–	–	0.12%	86
2025 Q4	$334K	Hold	10,248	–	–	0.13%	76
2025 Q3	$327K	Hold	10,248	–	–	0.12%	80
2025 Q2	$299K	Hold	10,248	–	–	0.12%	80
2025 Q1	$257K	Sell	10,248 -4,964	-33%	-$136K	0.1%	90
2024 Q4	$424K	Sell	15,212 -1,280	-8%	-$35K	0.15%	65
2024 Q3	$430K	Sell	16,492 -8,448	-34%	-$213K	0.11%	102
2024 Q2	$629K	Hold	24,940	–	–	0.16%	74
2024 Q1	$578K	Sell	24,940 -2,728	-10%	-$60.3K	0.16%	77
2023 Q4	$574K	Hold	27,668	–	–	0.16%	72
2023 Q3	$503K	Hold	27,668	–	–	0.16%	75
2023 Q2	$518K	Buy	+27,668	New	+$474K	0.16%	78

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

REDW Wealth's SCHG Position: Q1 2026 in Review

REDW Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 10,248 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #86.

REDW Wealth first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $629K in Q2 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

REDW Wealth held 10,248 shares of Schwab US Large-Cap Growth ETF worth $299K as of Q1 2026.
REDW Wealth left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.12% of REDW Wealth's portfolio in Q1 2026, its #86 holding.
REDW Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
REDW Wealth's Schwab US Large-Cap Growth ETF position peaked at $629K in Q2 2024.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.