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

Redwood 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	$599K	Sell	17,704 -7,786	-31%	-$258K	0.33%	83
2026 Q1	$743K	Sell	25,490 -10,520	-29%	-$327K	0.49%	61
2025 Q4	$1.17M	Sell	36,010 -6,988	-16%	-$227K	0.75%	35
2025 Q3	$1.37M	Buy	42,998 +584	+1%	+$17.8K	0.87%	32
2025 Q2	$1.24M	Buy	42,414 +496	+1%	+$13.1K	0.84%	33
2025 Q1	$1.05M	Buy	41,918 +1,425	+4%	+$39K	0.8%	37
2024 Q4	$1.13M	Buy	40,493 +2,761	+7%	+$75.5K	0.84%	34
2024 Q3	$983K	Buy	37,732 +2,608	+7%	+$65.6K	0.77%	40
2024 Q2	$885K	Buy	35,124 +5,884	+20%	+$139K	0.74%	40
2024 Q1	$678K	Buy	29,240 +10,972	+60%	+$243K	0.59%	49
2023 Q4	$379K	Buy	18,268 +144	+0.8%	+$2.79K	0.37%	88
2023 Q3	$329K	Buy	+18,124	New	+$341K	0.35%	89
2022 Q2	–	Sell	-11,208	Closed	-$210K	–	149
2022 Q1	$210K	Buy	+11,208	New	+$204K	0.19%	146

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

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

Redwood Financial Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 31% in Q2 2026, selling an estimated $258K and leaving 17,704 shares worth $599K. The position accounts for 0.33% of the portfolio, ranked #83.

Redwood Financial Network first reported a position in SCHG in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.37M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Redwood Financial Network held 17,704 shares of Schwab US Large-Cap Growth ETF worth $599K as of Q2 2026.
Redwood Financial Network sold 7,786 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $258K.
Schwab US Large-Cap Growth ETF made up 0.33% of Redwood Financial Network's portfolio in Q2 2026, its #83 holding.
Redwood Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
Redwood Financial Network's Schwab US Large-Cap Growth ETF position peaked at $1.37M in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.