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Retireful LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Retireful LLC’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 		$361K Buy
+11,899
New +$370K 0.51% 58
2025
Q4 		– Sell
-11,735
Closed -$374K – 126
2025
Q3 		$374K Sell
11,735
-4,247
-27% -$129K 0.36% 73
2025
Q2 		$467K Buy
+15,982
New +$423K 0.32% 91
2024
Q3 		– Sell
-17,840
Closed -$450K – 114
2024
Q2 		$450K Buy
+17,840
New +$421K 0.21% 90
2024
Q1 		– Sell
-23,752
Closed -$493K – 130
2023
Q4 		$493K Buy
+23,752
New +$459K 0.21% 82

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 $10B AUM 15.14% 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

Retireful LLC's SCHG Position: Q1 2026 in Review

Retireful LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026: 11,899 shares worth $361K. The stake represents 0.51% of the portfolio and ranks #58 among its holdings. This is a return to the name: Retireful LLC previously reported a position in SCHG as recently as Q3 2025.

Retireful LLC first reported a position in SCHG in Q4 2023 and has held it in 5 quarters since. The position peaked at $493K in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Retireful LLC held 11,899 shares of Schwab US Large-Cap Growth ETF worth $361K as of Q1 2026.
  • Schwab US Large-Cap Growth ETF was a new Retireful LLC position in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.51% of Retireful LLC's portfolio in Q1 2026, its #58 holding.
  • Retireful LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Retireful LLC's Schwab US Large-Cap Growth ETF position peaked at $493K in Q4 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.