Richmond Investment Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Richmond Investment Services’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	–	Sell	-22,934	Closed	-$668K	–	228
2026 Q1	$668K	Sell	22,934 -2,606	-10%	-$81K	0.11%	124
2025 Q4	$833K	Buy	25,540 +7,159	+39%	+$233K	0.14%	93
2025 Q3	$587K	Buy	18,381 +3,400	+23%	+$104K	0.11%	122
2025 Q2	$438K	Buy	+14,981	New	+$396K	0.09%	136

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

Richmond Investment Services's SCHG Position: Q2 2026 in Review

Richmond Investment Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 22,934 shares — an estimated $668K sold.

Richmond Investment Services first reported a position in SCHG in Q2 2025 and held it in 4 quarters. The position peaked at $833K in Q4 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Richmond Investment Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 22,934 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $668K.
Richmond Investment Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's Schwab US Large-Cap Growth ETF position peaked at $833K in Q4 2025.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.