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 Q2	$257K	Buy	7,593 +5	+0.1%	+$166	0.03%	290
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Investment Management's SCHG Position: Q2 2026 in Review

Redwood Investment Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.07% in Q2 2026, buying an estimated $166 and bringing the position to 7,593 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #290.

Redwood Investment Management first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $260K in Q3 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Redwood Investment Management held 7,593 shares of Schwab US Large-Cap Growth ETF worth $257K as of Q2 2026.
Redwood Investment Management bought 5 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $166.
Schwab US Large-Cap Growth ETF made up 0.03% of Redwood Investment Management's portfolio in Q2 2026, its #290 holding.
Redwood Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Redwood Investment Management's Schwab US Large-Cap Growth ETF position peaked at $260K in Q3 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.