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 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

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

Redwood Financial Network's SCHG Position: Q1 2026 in Review

Redwood Financial Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q1 2026, selling an estimated $327K and leaving 25,490 shares worth $743K. The position accounts for 0.49% of the portfolio, ranked #61.

Redwood Financial Network first reported a position in SCHG in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.37M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Redwood Financial Network held 25,490 shares of Schwab US Large-Cap Growth ETF worth $743K as of Q1 2026.
Redwood Financial Network sold 10,520 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $327K.
Schwab US Large-Cap Growth ETF made up 0.49% of Redwood Financial Network's portfolio in Q1 2026, its #61 holding.
Redwood Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 12 quarters since.
Redwood Financial Network's Schwab US Large-Cap Growth ETF position peaked at $1.37M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.