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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
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

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

RHS Financial's SCHG Position: Q1 2026 in Review

RHS Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q1 2026, selling an estimated $18.7K and leaving 12,652 shares worth $369K. The position accounts for 0.17% of the portfolio, ranked #98.

RHS Financial first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.95M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • RHS Financial held 12,652 shares of Schwab US Large-Cap Growth ETF worth $369K as of Q1 2026.
  • RHS Financial sold 600 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $18.7K.
  • Schwab US Large-Cap Growth ETF made up 0.17% of RHS Financial's portfolio in Q1 2026, its #98 holding.
  • RHS Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • RHS Financial's Schwab US Large-Cap Growth ETF position peaked at $1.95M in Q4 2024.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.