Retirement Income Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Retirement Income Solutions’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	$1.83M	Hold	62,838	–	–	0.32%	39
2026 Q1	$1.83M	Buy	62,838 +1,230	+2%	+$38.2K	0.31%	40
2025 Q4	$2.01M	Buy	61,608 +5,408	+10%	+$176K	0.34%	39
2025 Q3	$1.79M	Hold	56,200	–	–	0.31%	37
2025 Q2	$1.64M	Sell	56,200 -1,236	-2%	-$32.7K	0.3%	37
2025 Q1	$1.44M	Buy	57,436 +1,236	+2%	+$33.9K	0.3%	37
2024 Q4	$1.57M	Hold	56,200	–	–	0.32%	34
2024 Q3	$1.46M	Hold	56,200	–	–	0.33%	35
2024 Q2	$1.42M	Hold	56,200	–	–	0.34%	37
2024 Q1	$1.3M	Hold	56,200	–	–	0.3%	41
2023 Q4	$1.17M	Hold	56,200	–	–	0.29%	41
2023 Q3	$1.02M	Hold	56,200	–	–	0.29%	41
2023 Q2	$1.05M	Hold	56,200	–	–	0.28%	43
2023 Q1	$916K	Buy	56,200 +21,680	+63%	+$329K	0.27%	48
2022 Q4	$479K	Hold	34,520	–	–	0.15%	72
2022 Q3	$489K	Hold	34,520	–	–	0.18%	60
2022 Q2	$500K	Hold	34,520	–	–	0.18%	59
2022 Q1	$646K	Hold	34,520	–	–	0.18%	50
2021 Q4	$707K	Hold	34,520	–	–	0.19%	48
2021 Q3	$639K	Hold	34,520	–	–	0.21%	49
2021 Q2	$630K	Hold	34,520	–	–	0.22%	51
2021 Q1	$560K	Hold	34,520	–	–	0.19%	57
2020 Q4	$554K	Buy	+34,520	New	+$524K	0.2%	57

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

Retirement Income Solutions's SCHG Position: Q2 2026 in Review

Retirement Income Solutions held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 62,838 shares worth $1.83M. The position accounts for 0.32% of the portfolio, ranked #39.

Retirement Income Solutions first reported a position in SCHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.01M in Q4 2025. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Retirement Income Solutions held 62,838 shares of Schwab US Large-Cap Growth ETF worth $1.83M as of Q2 2026.
Retirement Income Solutions left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.32% of Retirement Income Solutions's portfolio in Q2 2026, its #39 holding.
Retirement Income Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Retirement Income Solutions's Schwab US Large-Cap Growth ETF position peaked at $2.01M in Q4 2025.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.