Richardson Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Richardson Capital 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	$35.3M	Sell	1,044,509 -253	-0%	-$8.38K	15.1%	2
2026 Q1	$30.4M	Buy	1,044,762 +25,078	+2%	+$780K	14.69%	2
2025 Q4	$33.3M	Sell	1,019,684 -88,757	-8%	-$2.89M	16.69%	2
2025 Q3	$35.4M	Sell	1,108,441 -44,702	-4%	-$1.36M	16.81%	2
2025 Q2	$33.7M	Buy	1,153,143 +105,468	+10%	+$2.79M	17.66%	3
2025 Q1	$26.2M	Buy	1,047,675 +9,986	+1%	+$273K	16.36%	3
2024 Q4	$28.9M	Sell	1,037,689 -3,035	-0.3%	-$83K	18.4%	3
2024 Q3	$27.1M	Buy	1,040,724 +14,396	+1%	+$362K	18.93%	3
2024 Q2	$25.9M	Buy	1,026,328 +20,412	+2%	+$481K	19.91%	3
2024 Q1	$23.3M	Buy	1,005,916 +1,005,616	+335,205%	+$22.2M	19.06%	3
2023 Q4	$20.8M	Buy	+300	New	+$5.8K	20.24%	2

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

Richardson Capital Management's SCHG Position: Q2 2026 in Review

Richardson Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.02% in Q2 2026, selling an estimated $8.38K and leaving 1,044,509 shares worth $35.3M. The position accounts for 15.1% of the portfolio, ranked #2.

Richardson Capital Management first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.4M in Q3 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Richardson Capital Management held 1,044,509 shares of Schwab US Large-Cap Growth ETF worth $35.3M as of Q2 2026.
Richardson Capital Management sold 253 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $8.38K.
Schwab US Large-Cap Growth ETF made up 15.1% of Richardson Capital Management's portfolio in Q2 2026, its #2 holding.
Richardson Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's Schwab US Large-Cap Growth ETF position peaked at $35.4M in Q3 2025.
1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.