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Retirement Guys Formula’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Retirement Guys Formula’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 		$1.95M Sell
66,915
-94,713
-59% -$2.94M 0.9% 38
2025
Q4 		$5.27M Sell
161,628
-427,088
-73% -$13.9M 2.4% 4
2025
Q3 		$18.8M Sell
588,716
-49,839
-8% -$1.52M 6.61% 1
2025
Q2 		$18.7M Buy
638,555
+556,099
+674% +$14.7M 7.08% 1
2025
Q1 		$2.06M Sell
82,456
-511,184
-86% -$14M 1.03% 23
2024
Q4 		$16.5M Sell
593,640
-11,376
-2% -$311K 8.34% 1
2024
Q3 		$15.8M Buy
605,016
+33,456
+6% +$842K 7.33% 2
2024
Q2 		$14.4M Sell
571,560
-1,572
-0.3% -$37.1K 6.91% 2
2024
Q1 		$13.3M Buy
573,132
+69,248
+14% +$1.53M 6.48% 2
2023
Q4 		$10.5M Sell
503,884
-114,060
-18% -$2.21M 5.6% 2
2023
Q3 		$11.2M Buy
617,944
+46,456
+8% +$874K 7.82% 1
2023
Q2 		$10.7M Buy
571,488
+324,548
+131% +$5.56M 6.2% 1
2023
Q1 		$4.02M Buy
246,940
+205,044
+489% +$3.11M 2.88% 7
2022
Q4 		$582K Buy
41,896
+132
+0.3% +$1.9K 0.48% 54
2022
Q3 		$583K Buy
41,764
+2,552
+7% +$40K 0.61% 29
2022
Q2 		$568K Sell
39,212
-972
-2% -$15.5K 0.58% 31
2022
Q1 		$752K Sell
40,184
-220,456
-85% -$4.02M 0.5% 28
2021
Q4 		$5.33M Buy
+260,640
New +$5.21M 4.23% 4

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

Retirement Guys Formula's SCHG Position: Q1 2026 in Review

Retirement Guys Formula reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 59% in Q1 2026, selling an estimated $2.94M and leaving 66,915 shares worth $1.95M. The position accounts for 0.9% of the portfolio, ranked #38.

Retirement Guys Formula first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.8M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Retirement Guys Formula held 66,915 shares of Schwab US Large-Cap Growth ETF worth $1.95M as of Q1 2026.
  • Retirement Guys Formula sold 94,713 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.94M.
  • Schwab US Large-Cap Growth ETF made up 0.9% of Retirement Guys Formula's portfolio in Q1 2026, its #38 holding.
  • Retirement Guys Formula first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Retirement Guys Formula's Schwab US Large-Cap Growth ETF position peaked at $18.8M in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.