Richards, Merrill & Peterson’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Richards, Merrill & Peterson’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	$134K	Sell	3,968 -1,750	-31%	-$58K	0.04%	208
2026 Q1	$167K	Sell	5,718 -1,950	-25%	-$60.6K	0.06%	190
2025 Q4	$250K	Sell	7,668 -394	-5%	-$12.8K	0.1%	156
2025 Q3	$257K	Buy	8,062 +7,442	+1,200%	+$227K	0.11%	142
2025 Q2	$18.1K	Sell	620 -1,327	-68%	-$35.1K	0.01%	190
2025 Q1	$48.8K	Buy	+1,947	New	+$53.3K	0.03%	255

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Richards, Merrill & Peterson's SCHG Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 31% in Q2 2026, selling an estimated $58K and leaving 3,968 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #208.

Richards, Merrill & Peterson first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $257K in Q3 2025. 452 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Richards, Merrill & Peterson held 3,968 shares of Schwab US Large-Cap Growth ETF worth $134K as of Q2 2026.
Richards, Merrill & Peterson sold 1,750 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $58K.
Schwab US Large-Cap Growth ETF made up 0.04% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #208 holding.
Richards, Merrill & Peterson first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Richards, Merrill & Peterson's Schwab US Large-Cap Growth ETF position peaked at $257K in Q3 2025.
452 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.