RKL Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.6M | Sell |
636,897
-30,140
| -5% | -$937K | 1.67% | 15 |
|
|
2025
Q4 | $21.8M | Sell |
667,037
-30,026
| -4% | -$977K | 1.79% | 15 |
|
|
2025
Q3 | $22.2M | Sell |
697,063
-54,228
| -7% | -$1.65M | 1.9% | 14 |
|
|
2025
Q2 | $21.9M | Sell |
751,291
-46,962
| -6% | -$1.24M | 1.93% | 12 |
|
|
2025
Q1 | $20M | Sell |
798,253
-38,864
| -5% | -$1.06M | 1.88% | 11 |
|
|
2024
Q4 | $23.3M | Sell |
837,117
-47,603
| -5% | -$1.3M | 2.08% | 10 |
|
|
2024
Q3 | $23M | Sell |
884,720
-16,216
| -2% | -$408K | 2.09% | 10 |
|
|
2024
Q2 | $22.7M | Buy |
900,936
+19,516
| +2% | +$460K | 2.19% | 10 |
|
|
2024
Q1 | $20.4M | Buy |
881,420
+53,596
| +6% | +$1.19M | 2.02% | 9 |
|
|
2023
Q4 | $17.2M | Buy |
827,824
+5,128
| +0.6% | +$99.2K | 1.86% | 12 |
|
|
2023
Q3 | $15M | Sell |
822,696
-13,336
| -2% | -$251K | 1.83% | 14 |
|
|
2023
Q2 | $15.7M | Buy |
836,032
+3,360
| +0.4% | +$57.6K | 1.85% | 14 |
|
|
2023
Q1 | $13.6M | Buy |
832,672
+428
| +0.1% | +$6.5K | 1.71% | 14 |
|
|
2022
Q4 | $11.6M | Buy |
832,244
+19,316
| +2% | +$278K | 1.55% | 15 |
|
|
2022
Q3 | $11.3M | Buy |
812,928
+4,068
| +0.5% | +$63.7K | 1.63% | 15 |
|
|
2022
Q2 | $11.7M | Buy |
808,860
+72,508
| +10% | +$1.16M | 1.61% | 16 |
|
|
2022
Q1 | $13.8M | Buy |
736,352
+52,368
| +8% | +$955K | 1.65% | 15 |
|
|
2021
Q4 | $14M | Buy |
683,984
+34,504
| +5% | +$690K | 1.66% | 16 |
|
|
2021
Q3 | $12M | Sell |
649,480
-16,712
| -3% | -$318K | 1.53% | 19 |
|
|
2021
Q2 | $12.2M | Buy |
666,192
+5,344
| +0.8% | +$92.5K | 1.53% | 19 |
|
|
2021
Q1 | $10.7M | Sell |
660,848
-12,904
| -2% | -$210K | 1.44% | 18 |
|
|
2020
Q4 | $10.8M | Buy |
673,752
+26,472
| +4% | +$401K | 1.51% | 18 |
|
|
2020
Q3 | $9.32M | Sell |
647,280
-7,136
| -1% | -$99.5K | 1.48% | 18 |
|
|
2020
Q2 | $8.31M | Buy |
654,416
+13,000
| +2% | +$152K | 1.42% | 18 |
|
|
2020
Q1 | $6.39M | Buy |
641,416
+141,592
| +28% | +$1.62M | 1.34% | 20 |
|
|
2019
Q4 | $5.8M | Buy |
499,824
+9,320
| +2% | +$103K | 1.04% | 28 |
|
|
2019
Q3 | $5.15M | Sell |
490,504
-31,952
| -6% | -$337K | 0.98% | 28 |
|
|
2019
Q2 | $5.44M | Buy |
522,456
+7,984
| +2% | +$81.2K | 1% | 28 |
|
|
2019
Q1 | $5.11M | Buy |
514,472
+19,032
| +4% | +$180K | 1% | 28 |
|
|
2018
Q4 | $4.27M | Sell |
495,440
-9,440
| -2% | -$87.9K | 0.99% | 28 |
|
|
2018
Q3 | $5.17M | Sell |
504,880
-13,280
| -3% | -$132K | 1.1% | 25 |
|
|
2018
Q2 | $4.91M | Buy |
518,160
+73,088
| +16% | +$680K | 1.11% | 25 |
|
|
2018
Q1 | $3.99M | Buy |
445,072
+109,640
| +33% | +$1.01M | 0.94% | 30 |
|
|
2017
Q4 | $2.97M | Buy |
+335,432
| New | +$2.88M | 0.73% | 37 |
|
Other funds holding SCHG
MG
VIA
RKL Wealth Management's SCHG Position: Q1 2026 in Review
RKL Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.5% in Q1 2026, selling an estimated $937K and leaving 636,897 shares worth $18.6M. The position accounts for 1.67% of the portfolio, ranked #15.
RKL Wealth Management first reported a position in SCHG in Q4 2017 and has held it in 34 quarters since. The position peaked at $23.3M in Q4 2024. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.
- RKL Wealth Management held 636,897 shares of Schwab US Large-Cap Growth ETF worth $18.6M as of Q1 2026.
- RKL Wealth Management sold 30,140 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $937K.
- Schwab US Large-Cap Growth ETF made up 1.67% of RKL Wealth Management's portfolio in Q1 2026, its #15 holding.
- RKL Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
- RKL Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $23.3M in Q4 2024.
- 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.