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 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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Riversedge Advisors's SCHG Position: Q2 2026 in Review

Riversedge Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 6,412 shares worth $217K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings. This is a return to the name: Riversedge Advisors previously reported a position in SCHG as recently as Q4 2025.

Riversedge Advisors first reported a position in SCHG in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.66M in Q4 2024. 390 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Riversedge Advisors held 6,412 shares of Schwab US Large-Cap Growth ETF worth $217K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Riversedge Advisors position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Riversedge Advisors's portfolio in Q2 2026, its #293 holding.
Riversedge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 7 quarters since.
Riversedge Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.66M in Q4 2024.
390 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.