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Robertson Stephens Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		$1.45M Sell
49,906
-484,445
-91% -$15.1M 0.04% 250
2025
Q4 		$17.4M Buy
534,351
+234,851
+78% +$7.64M 0.49% 41
2025
Q3 		$9.56M Buy
299,500
+227,414
+315% +$6.93M 0.29% 64
2025
Q2 		$2.11M Sell
72,086
-441,486
-86% -$11.7M 0.07% 182
2025
Q1 		$12.9M Sell
513,572
-107,750
-17% -$2.95M 0.48% 46
2024
Q4 		$17.3M Buy
621,322
+339,986
+121% +$9.3M 0.62% 34
2024
Q3 		$7.33M Buy
281,336
+226,052
+409% +$5.69M 0.27% 83
2024
Q2 		$1.4M Buy
+55,284
New +$1.3M 0.07% 182
2020
Q4 		– Sell
-25,872
Closed -$372K – 261
2020
Q3 		$372K Buy
+25,872
New +$361K 0.09% 159

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return