RHS Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RHS Financial’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	$448K	Buy	13,252 +600	+5%	+$19.9K	0.18%	92
2026 Q1	$369K	Sell	12,652 -600	-5%	-$18.7K	0.17%	98
2025 Q4	$432K	Hold	13,252	–	–	0.21%	73
2025 Q3	$423K	Sell	13,252 -850	-6%	-$25.9K	0.22%	75
2025 Q2	$412K	Sell	14,102 -28,681	-67%	-$758K	0.23%	78
2025 Q1	$1.07M	Sell	42,783 -27,182	-39%	-$744K	0.6%	48
2024 Q4	$1.95M	Buy	69,965 +1,109	+2%	+$30.3K	1.01%	30
2024 Q3	$1.79M	Sell	68,856 -692	-1%	-$17.4K	0.9%	33
2024 Q2	$1.75M	Buy	69,548 +3,136	+5%	+$74K	1.07%	29
2024 Q1	$1.54M	Buy	66,412 +5,240	+9%	+$116K	0.9%	27
2023 Q4	$1.27M	Buy	61,172 +25,256	+70%	+$489K	0.8%	33
2023 Q3	$653K	Buy	35,916 +17,588	+96%	+$331K	0.46%	53
2023 Q2	$343K	Buy	+18,328	New	+$314K	0.25%	69

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

RHS Financial's SCHG Position: Q2 2026 in Review

RHS Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q2 2026, buying an estimated $19.9K and bringing the position to 13,252 shares worth $448K. The position accounts for 0.18% of the portfolio, ranked #92.

RHS Financial first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q4 2024. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

RHS Financial held 13,252 shares of Schwab US Large-Cap Growth ETF worth $448K as of Q2 2026.
RHS Financial bought 600 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $19.9K.
Schwab US Large-Cap Growth ETF made up 0.18% of RHS Financial's portfolio in Q2 2026, its #92 holding.
RHS Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
RHS Financial's Schwab US Large-Cap Growth ETF position peaked at $1.95M in Q4 2024.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.