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

Riversedge 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 Q3	$242K	Buy	6,747 +335	+5%	+$11.7K	0.03%	315
2026 Q2	$217K	Buy	+6,412	New	+$212K	0.03%	293
2026 Q1	–	Sell	-6,236	Closed	-$203K	–	243
2025 Q4	$203K	Buy	+6,236	New	+$203K	0.03%	204
2025 Q3	–	Sell	-7,616	Closed	-$222K	–	200
2025 Q2	$222K	Buy	+7,616	New	+$201K	0.04%	113
2025 Q1	–	Sell	-59,544	Closed	-$1.66M	–	121
2024 Q4	$1.66M	Buy	+59,544	New	+$1.63M	0.38%	33
2020 Q1	–	Sell	-31,552	Closed	-$366K	–	41
2019 Q4	$366K	Sell	31,552 -448	-1%	-$4.94K	0.43%	27
2019 Q3	$330K	Hold	32,000	–	–	0.46%	27
2019 Q2	$330K	Buy	+32,000	New	+$325K	0.46%	27

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Riversedge Advisors's SCHG Position: Q3 2026 in Review

Riversedge Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q3 2026, buying an estimated $11.7K and bringing the position to 6,747 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #315.

Riversedge Advisors first reported a position in SCHG in Q2 2019 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2024. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Riversedge Advisors held 6,747 shares of Schwab US Large-Cap Growth ETF worth $242K as of Q3 2026.
Riversedge Advisors bought 335 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $11.7K.
Schwab US Large-Cap Growth ETF made up 0.03% of Riversedge Advisors's portfolio in Q3 2026, its #315 holding.
Riversedge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 8 quarters since.
Riversedge Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.66M in Q4 2024.
1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.