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 Q2	$412K	Hold	11,899	–	–	0.38%	56
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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Retireful LLC's SCHG Position: Q2 2026 in Review

Retireful LLC held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 11,899 shares worth $412K. The position accounts for 0.38% of the portfolio, ranked #56.

Retireful LLC first reported a position in SCHG in Q4 2023 and has held it in 6 quarters since. The position peaked at $493K in Q4 2023. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Retireful LLC held 11,899 shares of Schwab US Large-Cap Growth ETF worth $412K as of Q2 2026.
Retireful LLC left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.38% of Retireful LLC's portfolio in Q2 2026, its #56 holding.
Retireful LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
Retireful LLC's Schwab US Large-Cap Growth ETF position peaked at $493K in Q4 2023.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.