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

Reston Wealth 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 		$2.41M Sell
71,191
-468
-0.7% -$15.5K 0.65% 15
2026
Q1 		$2.09M Buy
71,659
+773
+1% +$24K 0.64% 15
2025
Q4 		$2.31M Sell
70,886
-1,974
-3% -$64.2K 0.71% 15
2025
Q3 		$2.32M Sell
72,860
-1,314
-2% -$40K 0.75% 14
2025
Q2 		$2.17M Buy
74,174
+4,814
+7% +$127K 0.76% 15
2025
Q1 		$1.74M Sell
69,360
-15,493
-18% -$424K 0.7% 14
2024
Q4 		$2.36M Buy
84,853
+9,777
+13% +$267K 0.88% 14
2024
Q3 		$1.96M Sell
75,076
-2,748
-4% -$69.2K 0.71% 14
2024
Q2 		$1.96M Buy
77,824
+312
+0.4% +$7.36K 0.78% 15
2024
Q1 		$1.8M Sell
77,512
-24,000
-24% -$531K 0.73% 16
2023
Q4 		$2.11M Buy
101,512
+18,724
+23% +$362K 0.96% 13
2023
Q3 		$1.51M Buy
82,788
+6,088
+8% +$115K 0.76% 16
2023
Q2 		$1.44M Sell
76,700
-215,404
-74% -$3.69M 0.68% 15
2023
Q1 		$4.76M Buy
292,104
+320
+0.1% +$4.86K 2.49% 9
2022
Q4 		$4.05M Buy
291,784
+16,796
+6% +$241K 2.24% 11
2022
Q3 		$3.84M Buy
274,988
+11,656
+4% +$183K 2.29% 10
2022
Q2 		$3.82M Sell
263,332
-6,128
-2% -$98K 2.13% 10
2022
Q1 		$5.04M Buy
269,460
+11,516
+4% +$210K 2.59% 9
2021
Q4 		$5.28M Buy
257,944
+13,864
+6% +$277K 2.56% 9
2021
Q3 		$4.52M Sell
244,080
-1,752
-0.7% -$33.4K 2.35% 9
2021
Q2 		$4.49M Sell
245,832
-66,224
-21% -$1.15M 2.24% 10
2021
Q1 		$5.06M Buy
312,056
+3,936
+1% +$64K 2.65% 8
2020
Q4 		$4.95M Buy
308,120
+2,752
+0.9% +$41.7K 2.81% 8
2020
Q3 		$4.4M Buy
305,368
+2,184
+0.7% +$30.4K 2.83% 9
2020
Q2 		$3.85M Sell
303,184
-23,184
-7% -$270K 2.64% 10
2020
Q1 		$3.25M Buy
326,368
+9,856
+3% +$112K 2.61% 10
2019
Q4 		$3.68M Sell
316,512
-9,872
-3% -$109K 2.94% 10
2019
Q3 		$3.43M Buy
+326,384
New +$3.44M 3.06% 9

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Reston Wealth Management's SCHG Position: Q2 2026 in Review

Reston Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.65% in Q2 2026, selling an estimated $15.5K and leaving 71,191 shares worth $2.41M. The position accounts for 0.65% of the portfolio, ranked #15.

Reston Wealth Management first reported a position in SCHG in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.28M in Q4 2021. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Reston Wealth Management held 71,191 shares of Schwab US Large-Cap Growth ETF worth $2.41M as of Q2 2026.
  • Reston Wealth Management sold 468 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $15.5K.
  • Schwab US Large-Cap Growth ETF made up 0.65% of Reston Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Reston Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Reston Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $5.28M in Q4 2021.
  • 1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.