RWM
SCHG icon

Revisor Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Revisor Wealth Management’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 		$3.81M Buy
112,463
+3,697
+3% +$123K 0.91% 19
2026
Q1 		$3.17M Buy
108,766
+1,898
+2% +$59K 0.88% 20
2025
Q4 		$3.44M Buy
106,868
+7,724
+8% +$251K 0.92% 20
2025
Q3 		$3.22M Sell
99,144
-2,781
-3% -$84.8K 1.11% 16
2025
Q2 		$3M Buy
101,925
+14,173
+16% +$375K 1.08% 15
2025
Q1 		$2.2M Buy
87,752
+28,978
+49% +$794K 0.98% 19
2024
Q4 		$1.65M Sell
58,774
-1,486
-2% -$40.6K 1.52% 14
2024
Q3 		$1.57M Sell
60,260
-2,348
-4% -$59.1K 0.98% 21
2024
Q2 		$1.58M Sell
62,608
-61,504
-50% -$1.45M 1.1% 16
2024
Q1 		$2.72M Buy
124,112
+76,912
+163% +$1.7M 1.23% 17
2023
Q4 		$979K Buy
47,200
+13,024
+38% +$252K 1.13% 16
2023
Q3 		$621K Sell
34,176
-17,208
-33% -$324K 0.53% 40
2023
Q2 		$963K Buy
51,384
+22,408
+77% +$384K 0.86% 29
2023
Q1 		$472K Buy
+28,976
New +$440K 0.43% 54

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

Revisor Wealth Management's SCHG Position: Q2 2026 in Review

Revisor Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q2 2026, buying an estimated $123K and bringing the position to 112,463 shares worth $3.81M. The position accounts for 0.91% of the portfolio, ranked #19.

Revisor Wealth Management first reported a position in SCHG in Q1 2023 and has held it in 14 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Revisor Wealth Management held 112,463 shares of Schwab US Large-Cap Growth ETF worth $3.81M as of Q2 2026.
  • Revisor Wealth Management bought 3,697 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $123K.
  • Schwab US Large-Cap Growth ETF made up 0.91% of Revisor Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Revisor Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.