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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
Q2 		$4.52M Buy
133,514
+66,599
+100% +$2.21M 1.7% 8
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

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

Retirement Guys Formula's SCHG Position: Q2 2026 in Review

Retirement Guys Formula increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 100% in Q2 2026, buying an estimated $2.21M and bringing the position to 133,514 shares worth $4.52M. The position accounts for 1.7% of the portfolio, ranked #8.

Retirement Guys Formula first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.8M in Q3 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Retirement Guys Formula held 133,514 shares of Schwab US Large-Cap Growth ETF worth $4.52M as of Q2 2026.
  • Retirement Guys Formula bought 66,599 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.21M.
  • Schwab US Large-Cap Growth ETF made up 1.7% of Retirement Guys Formula's portfolio in Q2 2026, its #8 holding.
  • Retirement Guys Formula first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Retirement Guys Formula's Schwab US Large-Cap Growth ETF position peaked at $18.8M in Q3 2025.
  • 1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.