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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
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

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

Richmond Investment Services's SCHG Position: Q1 2026 in Review

Richmond Investment Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q1 2026, selling an estimated $81K and leaving 22,934 shares worth $668K. The position accounts for 0.11% of the portfolio, ranked #124.

Richmond Investment Services first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $833K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Richmond Investment Services held 22,934 shares of Schwab US Large-Cap Growth ETF worth $668K as of Q1 2026.
  • Richmond Investment Services sold 2,606 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $81K.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Richmond Investment Services's portfolio in Q1 2026, its #124 holding.
  • Richmond Investment Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's Schwab US Large-Cap Growth ETF position peaked at $833K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.