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Redwood Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Redwood Investment Management’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 		$221K Buy
7,588
+5
+0.1% +$155 0.03% 262
2025
Q4 		$247K Sell
7,583
-551
-7% -$17.9K 0.03% 290
2025
Q3 		$260K Buy
8,134
+4
+0% +$122 0.03% 268
2025
Q2 		$237K Buy
8,130
+5
+0.1% +$132 0.03% 276
2025
Q1 		$203K Buy
8,125
+5
+0.1% +$137 0.02% 285
2024
Q4 		$226K Sell
8,120
-248
-3% -$6.78K 0.02% 312
2024
Q3 		$218K Buy
+8,368
New +$211K 0.02% 309

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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 Investment Management's SCHG Position: Q1 2026 in Review

Redwood Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q1 2026, buying an estimated $155 and bringing the position to 7,588 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #262.

Redwood Investment Management first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. The position peaked at $260K in Q3 2025. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Redwood Investment Management held 7,588 shares of Schwab US Large-Cap Growth ETF worth $221K as of Q1 2026.
  • Redwood Investment Management bought 5 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $155.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Redwood Investment Management's portfolio in Q1 2026, its #262 holding.
  • Redwood Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • Redwood Investment Management's Schwab US Large-Cap Growth ETF position peaked at $260K in Q3 2025.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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