Rinkey Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Rinkey Investments’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	$2.05M	Buy	60,688 +377	+0.6%	+$12.5K	0.48%	34
2026 Q1	$1.76M	Hold	60,311	–	–	0.45%	40
2025 Q4	$1.97M	Hold	60,311	–	–	0.5%	34
2025 Q3	$1.92M	Hold	60,311	–	–	0.51%	33
2025 Q2	$1.76M	Buy	60,311 +49,365	+451%	+$1.31M	0.53%	34
2025 Q1	$274K	Buy	+10,946	New	+$300K	0.09%	75

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

Rinkey Investments's SCHG Position: Q2 2026 in Review

Rinkey Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.63% in Q2 2026, buying an estimated $12.5K and bringing the position to 60,688 shares worth $2.05M. The position accounts for 0.48% of the portfolio, ranked #34.

Rinkey Investments first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Rinkey Investments held 60,688 shares of Schwab US Large-Cap Growth ETF worth $2.05M as of Q2 2026.
Rinkey Investments bought 377 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $12.5K.
Schwab US Large-Cap Growth ETF made up 0.48% of Rinkey Investments's portfolio in Q2 2026, its #34 holding.
Rinkey Investments first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.