Robinson Smith Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Robinson Smith Wealth 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	$1.79M	Buy	53,025 +1	+0%	+$33	1.08%	23
2026 Q1	$1.54M	Sell	53,024 -13,900	-21%	-$432K	1.05%	21
2025 Q4	$2.18M	Sell	66,924 -8,216	-11%	-$267K	1.49%	19
2025 Q3	$2.4M	Sell	75,140 -773	-1%	-$23.6K	1.72%	15
2025 Q2	$2.22M	Sell	75,913 -4,619	-6%	-$122K	1.77%	15
2025 Q1	$2.02M	Sell	80,532 -2,295	-3%	-$62.9K	1.69%	15
2024 Q4	$2.31M	Buy	82,827 +3,423	+4%	+$93.6K	1.96%	15
2024 Q3	$2.07M	Buy	79,404 +11,132	+16%	+$280K	1.76%	15
2024 Q2	$1.72M	Sell	68,272 -740	-1%	-$17.5K	1.52%	17
2024 Q1	$1.6M	Buy	69,012 +108	+0.2%	+$2.39K	1.54%	17
2023 Q4	$1.43M	Buy	+68,904	New	+$1.33M	1.41%	19

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

Robinson Smith Wealth Advisors's SCHG Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0% in Q2 2026, buying an estimated $33 and bringing the position to 53,025 shares worth $1.79M. The position accounts for 1.08% of the portfolio, ranked #23.

Robinson Smith Wealth Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Robinson Smith Wealth Advisors held 53,025 shares of Schwab US Large-Cap Growth ETF worth $1.79M as of Q2 2026.
Robinson Smith Wealth Advisors bought 1 Schwab US Large-Cap Growth ETF share in Q2 2026, an estimated $33.
Schwab US Large-Cap Growth ETF made up 1.08% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Robinson Smith Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.4M in Q3 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.