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 Q2	$1.43M	Sell	42,377 -7,529	-15%	-$249K	0.04%	258
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	0.45%	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	0.44%	46
2024 Q4	$17.3M	Buy	621,322 +339,986	+121%	+$9.3M	0.61%	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

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

Robertson Stephens Wealth Management's SCHG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q2 2026, selling an estimated $249K and leaving 42,377 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #258.

Robertson Stephens Wealth Management first reported a position in SCHG in Q3 2020 and has held it in 10 quarters since. The position peaked at $17.4M in Q4 2025. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Robertson Stephens Wealth Management held 42,377 shares of Schwab US Large-Cap Growth ETF worth $1.43M as of Q2 2026.
Robertson Stephens Wealth Management sold 7,529 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $249K.
Schwab US Large-Cap Growth ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #258 holding.
Robertson Stephens Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $17.4M in Q4 2025.
1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.