River Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

River Wealth Advisors’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	$270K	Sell	7,966 -449	-5%	-$14.9K	0.03%	196
2026 Q1	$245K	Buy	+8,415	New	+$262K	0.03%	191
2019 Q1	–	Sell	-1,200	Closed	-$10K	–	415
2018 Q4	$10K	Buy	1,200 +248	+26%	+$2.31K	﹤0.01%	419
2018 Q3	$10K	Buy	952 +584	+159%	+$5.82K	﹤0.01%	451
2018 Q2	$3K	Buy	+368	New	+$3.43K	﹤0.01%	530

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

River Wealth Advisors's SCHG Position: Q2 2026 in Review

River Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.3% in Q2 2026, selling an estimated $14.9K and leaving 7,966 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #196.

River Wealth Advisors first reported a position in SCHG in Q2 2018 and has held it in 5 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

River Wealth Advisors held 7,966 shares of Schwab US Large-Cap Growth ETF worth $270K as of Q2 2026.
River Wealth Advisors sold 449 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $14.9K.
Schwab US Large-Cap Growth ETF made up 0.03% of River Wealth Advisors's portfolio in Q2 2026, its #196 holding.
River Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 5 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.